Krilogy Financial LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 94 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Krilogy Financial LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2017$14,0000.0%2580.0%0.00%
-25.0%
Q3 2017$14,000
+7.7%
2580.0%0.00%0.0%
Q2 2017$13,000
+8.3%
2580.0%0.00%0.0%
Q1 2017$12,0000.0%2580.0%0.00%0.0%
Q4 2016$12,0000.0%2580.0%0.00%0.0%
Q3 2016$12,0002580.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2017
NameSharesValueWeighting ↓
Shakespeare Wealth Management, LLC 405,635$19,612,4546.87%
Octavia Wealth Advisors, LLC 470,186$22,733,5014.60%
Legacy Financial Advisors, Inc. 356,198$17,222,1923.45%
DB Wealth Management Group, LLC 91,765$4,436,8242.80%
Thrive Capital Management, LLC 74,056$3,580,6051.98%
Smallwood Wealth Investment Management, LLC 43,605$2,108,3151.92%
MOLLER WEALTH PARTNERS 121,354$5,867,4661.86%
TOBIAS FINANCIAL ADVISORS, INC. 85,078$4,113,5191.08%
Falcon Wealth Planning 71,622$3,462,9320.75%
Key FInancial Inc 35,302$1,706,8520.58%
View complete list of WISDOMTREE TR shareholders