Capital Asset Advisory Services LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 43 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2019$295,000
+30.5%
7,761
+33.4%
0.20%
-32.9%
Q1 2019$226,000
-50.7%
5,816
-50.8%
0.29%
-33.3%
Q4 2018$458,000
+43.1%
11,810
+50.2%
0.44%
+62.2%
Q3 2018$320,000
-2.4%
7,861
-4.5%
0.27%
-8.8%
Q2 2018$328,000
+20.1%
8,232
+19.4%
0.30%
+17.0%
Q1 2018$273,000
+3.4%
6,892
+4.4%
0.25%
+5.4%
Q4 2017$264,000
-17.8%
6,602
-20.2%
0.24%
-17.5%
Q3 2017$321,000
+5.2%
8,270
+6.4%
0.29%
+48.5%
Q2 2017$305,0000.0%7,770
+1.3%
0.20%
-10.9%
Q1 2017$305,0007,6720.22%
Other shareholders
WISDOMTREE TR shareholders Q3 2017
NameSharesValueWeighting ↓
O'Dell Group, LLC 120,926$4,232,0002.22%
Cambria Investment Management, L.P. 137,198$4,801,0001.78%
Efficient Advisors, LLC 268,740$9,406,0001.74%
IAG Wealth Partners, LLC 25,085$878,0000.43%
MKD WEALTH COACHES, LLC 8,535$299,0000.38%
Perigon Wealth Management, LLC 31,192$1,092,0000.17%
CX Institutional 23,065$807,0000.11%
Cedar Brook Financial Partners, LLC 5,727$200,0000.09%
Faithward Advisors, LLC 7,202$252,0000.06%
CreativeOne Wealth, LLC 10,385$363,0000.06%
View complete list of WISDOMTREE TR shareholders