Venturi Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 110 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Venturi Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2018$7,780,000
-12.1%
192,765
-9.7%
1.50%
-11.4%
Q4 2017$8,848,000
+11.5%
213,554
+3.2%
1.70%
+1.1%
Q3 2017$7,933,000
+3.1%
206,869
-1.1%
1.68%
-4.2%
Q2 2017$7,697,000
-10.1%
209,269
-14.0%
1.75%
-11.5%
Q1 2017$8,559,000
-2.0%
243,430
-7.3%
1.98%
-19.4%
Q4 2016$8,732,000
+13.2%
262,460
+9.9%
2.46%
-4.1%
Q3 2016$7,711,000
+10.7%
238,790
+8.3%
2.56%
+8.2%
Q2 2016$6,965,000
+143.8%
220,545
+141.3%
2.37%
+122.0%
Q1 2016$2,857,000
+29.2%
91,380
+25.5%
1.07%
+6.1%
Q4 2015$2,211,00072,8401.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2017
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 162,460$6,731,0005.47%
Live Your Vision, LLC 338,810$14,768,0004.95%
Carroll Financial Associates, Inc. 1,076,705$44,607,0004.88%
Clearwater Capital Advisors, LLC 526,161$21,799,0004.78%
Blue Edge Capital, LLC 210,367$8,715,505,0003.48%
BEACON FINANCIAL GROUP 388,232$16,084,0002.80%
Relative Value Partners Group, LLC 522,466$21,646,0002.40%
BOSTON FINANCIAL MANGEMENT LLC 835,107$34,598,0002.32%
Allen Capital Group, LLC 128,099$5,307,0002.30%
BREITER CAPITAL MANAGEMENT INC 37,828$1,567,0002.25%
View complete list of WISDOMTREE TR shareholders