Intellectus Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 213 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Intellectus Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2019$105,000
-3.7%
2,9460.0%0.04%
+18.4%
Q3 2018$109,000
+3.8%
2,9460.0%0.04%0.0%
Q2 2018$105,000
+4.0%
2,9460.0%0.04%
+8.6%
Q1 2018$101,000
-2.9%
2,9460.0%0.04%
-10.3%
Q4 2017$104,000
+6.1%
2,946
+200.0%
0.04%
-4.9%
Q3 2017$98,000
+2.1%
9820.0%0.04%
-4.7%
Q2 2017$96,0009820.04%
Other shareholders
WISDOMTREE TR shareholders Q3 2017
NameSharesValueWeighting ↓
Financial Planning & Information Services, Inc. 930,278$38,560,00010.49%
JD Financial Services Inc. 163,620$6,782,0006.19%
Financial Insights, Inc. 139,106$5,766,0005.30%
Linscomb Wealth, Inc. 2,420,622$100,335,0005.17%
IAG Wealth Partners, LLC 342,375$14,192,0005.05%
Ten Capital Wealth Advisors, LLC 253,327$10,500,0004.91%
Private Wealth Strategies, L.L.C. 258,403$10,704,0002.68%
EisnerAmper Wealth Management Corporate Benefits, LLC 122,035$5,058,0002.55%
Concord Wealth Partners 142,573$5,910,0002.42%
JNBA Financial Advisors 391,308$16,220,0002.18%
View complete list of WISDOMTREE TR shareholders