AllSquare Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 71 filers reported holding WISDOMTREE TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2018$178,000
-3.8%
3,3750.0%0.14%
-8.2%
Q1 2018$185,000
-1.6%
3,3750.0%0.15%
-0.7%
Q4 2017$188,000
+56.7%
3,375
+53.4%
0.15%
+51.0%
Q3 2017$120,000
-20.0%
2,200
-23.9%
0.10%
-35.9%
Q2 2017$150,000
+4.2%
2,8900.0%0.15%
+21.4%
Q1 2017$144,000
+7.5%
2,8900.0%0.13%
+2.4%
Q4 2016$134,000
-10.7%
2,890
-9.4%
0.12%
-14.6%
Q3 2016$150,000
+4.9%
3,1900.0%0.14%
+1.4%
Q2 2016$143,000
-2.1%
3,1900.0%0.14%
-2.1%
Q1 2016$146,000
-2.0%
3,1900.0%0.14%
-3.3%
Q4 2015$149,000
+2.8%
3,1900.0%0.15%
+0.7%
Q3 2015$145,000
-11.0%
3,1900.0%0.15%
-2.0%
Q2 2015$163,000
-8.9%
3,190
-7.5%
0.15%
-11.1%
Q1 2015$179,000
+30.7%
3,447
+25.0%
0.17%
+27.6%
Q4 2014$137,0002,7570.13%
Other shareholders
WISDOMTREE TR shareholders Q2 2015
NameSharesValueWeighting ↓
Shakespeare Wealth Management, LLC 188,595$10,020,0007.73%
STRINGER ASSET MANAGEMENT, LLC 117,715$6,254,0004.91%
TMD & ASSOCIATES, INC 117,129$6,223,0004.44%
Parsec Financial Management, Inc. 1,016,354$53,999,0003.41%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 686,922$36,496,0003.28%
Pinnacle Wealth Planning Services, Inc. 53,508$2,843,0002.60%
Avestar Capital, LLC 82,730$4,364,0002.52%
PLIMOTH TRUST CO LLC 109,472$5,816,0001.88%
MOLLER WEALTH PARTNERS 80,500$4,277,0001.87%
MISSION WEALTH MANAGEMENT, LP 217,425$11,552,0001.52%
View complete list of WISDOMTREE TR shareholders