Kalos Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 81 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2015$21,00020,8720.02%
Other shareholders
WISDOMTREE TR shareholders Q1 2016
NameSharesValueWeighting ↓
Shakespeare Wealth Management, LLC 364,893$19,602,0265.66%
Legacy Financial Advisors, Inc. 376,577$20,229,7353.60%
LRI Investments, LLC 396,966$21,325,0142.43%
Smallwood Wealth Investment Management, LLC 49,688$2,669,2342.06%
MOLLER WEALTH PARTNERS 120,438$6,469,9291.73%
Thrive Capital Management, LLC 39,804$2,138,2340.98%
Frazier Financial Advisors, LLC 17,744$953,1900.76%
TOBIAS FINANCIAL ADVISORS, INC. 65,006$3,492,1040.75%
Key FInancial Inc 39,484$2,121,0800.51%
PLIMOTH TRUST CO LLC 24,979$1,341,8720.36%
View complete list of WISDOMTREE TR shareholders