Capital Asset Advisory Services LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 262 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2020$44,000
-48.2%
1,644
-46.8%
0.01%
-60.0%
Q4 2019$85,0003,0890.02%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
NameSharesValueWeighting ↓
Live Your Vision, LLC 126,951$8,606,0004.75%
HENGEHOLD CAPITAL MANAGEMENT LLC 191,674$12,994,0004.52%
EnTrustPermal Management LLC 54,923$3,724,0003.80%
Advisors Preferred, LLC 79,820$5,410,0002.99%
Keystone Financial Planning, Inc. 39,677$2,690,0002.15%
SVA Wealth Management, LLC 39,585$2,683,0001.60%
Aspen Investment Management Inc 33,784$2,290,0001.53%
PALLADIUM PARTNERS LLC 235,713$15,979,0001.51%
New England Investment & Retirement Group, Inc. 34,194$2,318,0001.44%
Jacobus Wealth Management, Inc. 67,770$4,594,0001.33%
View complete list of WISDOMTREE TR shareholders