Capital Asset Advisory Services LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 52 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q2 2019
NameSharesValueWeighting ↓
RFG Advisory, LLC 38,321$1,535,0000.72%
Cambria Investment Management, L.P. 127,083$5,090,0000.71%
Bruderman Asset Management, LLC 37,529$1,503,0000.38%
FLAGSHIP HARBOR ADVISORS, LLC 22,516$904,0000.26%
Capital Asset Advisory Services LLC 6,602$264,0000.24%
Ken Stern & Associates, Inc. 11,473$459,0000.20%
Belpointe Asset Management LLC 15,050$603,0000.13%
SAGE FINANCIAL GROUP INC 16,402$657,0000.13%
AVIANCE CAPITAL MANAGEMENT, LLC 36,054$1,444,0000.10%
Cypress Wealth Services, LLC 5,274$211,0000.09%
View complete list of WISDOMTREE TR shareholders