Evanson Asset Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 136 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is 0.26 and the average weighting 0.2%.

Quarter-by-quarter ownership
Evanson Asset Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2018$440,000
-14.7%
5,7100.0%0.10%
-3.8%
Q3 2018$516,000
+4.0%
5,7100.0%0.10%
+7.1%
Q2 2018$496,000
+2.7%
5,7100.0%0.10%
-1.0%
Q1 2018$483,000
-4.4%
5,7100.0%0.10%
-2.9%
Q4 2017$505,000
+5.0%
5,7100.0%0.10%
-1.0%
Q3 2017$481,000
+2.3%
5,7100.0%0.10%
-4.6%
Q2 2017$470,000
-0.2%
5,7100.0%0.11%
-6.9%
Q1 2017$471,000
+2.6%
5,7100.0%0.12%
-9.4%
Q4 2016$459,000
+2.2%
5,7100.0%0.13%0.0%
Q3 2016$449,000
+2.0%
5,7100.0%0.13%
-3.8%
Q2 2016$440,000
+2.1%
5,7100.0%0.13%
-9.5%
Q1 2016$431,000
+7.5%
5,7100.0%0.15%
+0.7%
Q4 2015$401,000
+4.4%
5,7100.0%0.15%
+1.4%
Q3 2015$384,000
-8.6%
5,7100.0%0.14%
-1.4%
Q2 2015$420,000
-21.6%
5,710
-19.2%
0.15%
-24.0%
Q1 2015$536,000
-1.1%
7,0630.0%0.19%
-4.0%
Q4 2014$542,000
+15.6%
7,063
+10.5%
0.20%
+4.7%
Q3 2014$469,000
-38.6%
6,393
-38.1%
0.19%
-35.5%
Q2 2014$764,000
+4.8%
10,333
-0.4%
0.30%
-7.5%
Q1 2014$729,000
+2.5%
10,374
+0.4%
0.32%
+0.9%
Q4 2013$711,00010,3330.32%
Other shareholders
WISDOMTREE TR shareholders Q4 2017
NameSharesValueWeighting ↓
Noble Family Wealth, LLC 84,555$7,522,2252.54%
Jaffetilchin Investment Partners, LLC 85,960$7,647,2390.84%
WealthBridge Capital Management, LLC 20,935$1,862,3920.77%
White Pine Investment CO 20,475$1,8220.64%
Salomon & Ludwin, LLC 63,594$5,657,4810.59%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 27,975$2,488,7260.49%
Westside Investment Management, Inc. 18,225$1,621,3480.47%
Traverso Chambers Private Wealth Management, LLC 16,491$1,467,0940.39%
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 4,901$436,0050.38%
Well Done, LLC 18,285$1,626,6810.36%
View complete list of WISDOMTREE TR shareholders