Asset Planning Services, Ltd. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 51 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
Asset Planning Services, Ltd. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2019$19,000
+5.6%
4890.0%0.01%0.0%
Q2 2019$18,000
-5.3%
4890.0%0.01%
-11.1%
Q1 2019$19,0000.0%4890.0%0.01%
-10.0%
Q4 2018$19,0000.0%489
+3.6%
0.01%
+11.1%
Q3 2018$19,0000.0%4720.0%0.01%0.0%
Q2 2018$19,0000.0%4720.0%0.01%
-10.0%
Q1 2018$19,0000.0%4720.0%0.01%0.0%
Q4 2017$19,000
-36.7%
472
-39.9%
0.01%
-41.2%
Q3 2017$30,000
-3.2%
7850.0%0.02%
-15.0%
Q2 2017$31,0000.0%7850.0%0.02%
-4.8%
Q1 2017$31,000
-27.9%
785
-23.9%
0.02%
-38.2%
Q4 2016$43,0000.0%1,0320.0%0.03%
-5.6%
Q3 2016$43,000
-4.4%
1,032
-3.5%
0.04%
-7.7%
Q2 2016$45,0000.0%1,0690.0%0.04%
-4.9%
Q1 2016$45,0000.0%1,0690.0%0.04%
-4.7%
Q4 2015$45,000
-21.1%
1,069
-22.6%
0.04%
-25.9%
Q3 2015$57,000
-27.8%
1,381
-25.6%
0.06%
-23.7%
Q2 2015$79,0001,8560.08%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
NameSharesValueWeighting ↓
BADGLEY PHELPS & BELL INC 68,683$2,850,0000.30%
Compass Efficient Model Portfolios, LLC 176$7,0000.26%
WFG Advisors, LP 34,677$1,439,0000.20%
3D ASSET MANAGEMENT, INC 13,311$552,0000.17%
Advisors Preferred, LLC 7,147$296,0000.16%
VSR Financial Services, Inc. 49,572$2,056,0000.16%
Private Ocean, LLC 4,341$180,0000.14%
Prospera Financial Services Inc 7,850$326,0000.11%
Accuvest Global Advisors 11,637$483,0000.11%
Brinker Capital Investments, LLC 64,300$2,668,0000.10%
View complete list of WISDOMTREE TR shareholders