Fusion Family Wealth LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 305 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Fusion Family Wealth LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2018$19,000
-50.0%
606
-41.8%
0.01%
-40.0%
Q3 2018$38,000
+2.7%
1,0410.0%0.01%0.0%
Q2 2018$37,000
-2.6%
1,041
-6.2%
0.01%
-23.1%
Q1 2018$38,000
-71.9%
1,110
-71.0%
0.01%
-61.8%
Q4 2017$135,000
-6.9%
3,834
+164.0%
0.03%
-30.6%
Q3 2017$145,000
-5.8%
1,452
-7.6%
0.05%
-7.5%
Q2 2017$154,000
-24.5%
1,571
-24.7%
0.05%
-30.3%
Q1 2017$204,000
-38.9%
2,087
-40.4%
0.08%
-61.2%
Q4 2016$334,0003,5020.20%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
Financial Planning & Information Services, Inc. 1,037,876$39,097,0009.47%
Melone Private Wealth, LLC 224,141$8,860,0007.74%
IAG Wealth Partners, LLC 434,847$16,381,0005.44%
Linscomb Wealth, Inc. 2,283,773$86,030,0005.22%
Marion Wealth Management 168,414$6,344,0003.26%
Concord Wealth Partners 234,313$8,827,0002.80%
Private Wealth Strategies, L.L.C. 241,476$9,103,0002.66%
Apeiron RIA LLC 147,714$5,745,0002.64%
EisnerAmper Wealth Management Corporate Benefits, LLC 118,937$4,480,0002.55%
Bickling Financial Services, Inc. 93,904$3,538,0002.38%
View complete list of WISDOMTREE TR shareholders