Asset Planning Services, Ltd. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 119 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 2.03 and the average weighting 0.1%.

Quarter-by-quarter ownership
Asset Planning Services, Ltd. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2019$83,000
-3.5%
1,480
+0.5%
0.04%
-5.3%
Q2 2019$86,000
+11.7%
1,473
+2.4%
0.04%
-2.6%
Q4 2018$77,000
-10.5%
1,438
+0.6%
0.04%
-4.9%
Q3 2018$86,000
-7.5%
1,430
+0.6%
0.04%
-8.9%
Q2 2018$93,000
-4.1%
1,421
+2.5%
0.04%
-10.0%
Q1 2018$97,000
-1.0%
1,387
+0.1%
0.05%
-2.0%
Q4 2017$98,000
+2.1%
1,385
+0.4%
0.05%
-3.8%
Q3 2017$96,000
+7.9%
1,380
+0.5%
0.05%
-7.0%
Q2 2017$89,000
+107.0%
1,373
+86.8%
0.06%
+96.6%
Q1 2017$43,000
+7.5%
7350.0%0.03%
-9.4%
Q4 2016$40,0000.0%735
+0.7%
0.03%
-3.0%
Q3 2016$40,000
+8.1%
730
+0.4%
0.03%
+3.1%
Q2 2016$37,000
-7.5%
727
+2.4%
0.03%
-11.1%
Q1 2016$40,000
+42.9%
710
+39.8%
0.04%
+33.3%
Q4 2015$28,000
+3.7%
508
+0.4%
0.03%0.0%
Q3 2015$27,000
-6.9%
506
+0.4%
0.03%
-3.6%
Q2 2015$29,0005040.03%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
NameSharesValueWeighting ↓
HARVEST CAPITAL MANAGEMENT INC 202,540$11,575,0005.19%
New England Investment & Retirement Group, Inc. 162,267$9,421,0004.50%
Lombard Odier Transatlantic Ltd 65,000$3,727,0003.09%
Vontobel Swiss Wealth Advisors AG 78,309$4,017,0002.69%
Perella Weinberg Partners Capital Management LP 142,192$8,126,0002.62%
Gemmer Asset Management LLC 59,422$3,396,0002.06%
Verity Asset Management, Inc. 29,831$1,705,0001.54%
White Pine Investment CO 42,768$2,444,0001.42%
Northeast Financial Consultants Inc 48,010$2,744,0001.23%
Braver Wealth Management, LLC 70,913$4,052,655,0000.98%
View complete list of WISDOMTREE TR shareholders