Capital Asset Advisory Services LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 50 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q4 2019
NameSharesValueWeighting ↓
Empirical Asset Management, LLC 72,556$2,554,7272.23%
O'Dell Group, LLC 144,600$5,091,4061.55%
Cardinal Point Capital Management ULC 140,657$4,952,5751.30%
Cambria Investment Management, L.P. 420,635$14,810,6691.20%
KLR INVESTMENT ADVISORS, LLC 32,640$1,095,3531.00%
Avestar Capital, LLC 197,573$6,956,6050.99%
Austin Wealth Management, LLC 75,841$2,627,5040.81%
Twelve Points Wealth Management LLC 41,062$1,445,8010.72%
Endowment Wealth Management, Inc. 17,867$629,0870.56%
Truadvice, LLC 30,646$1,049,3220.41%
View complete list of WISDOMTREE TR shareholders