Kohmann Bosshard Financial Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 227 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is 0.90 and the average weighting 0.3%.

Quarter-by-quarter ownership
Kohmann Bosshard Financial Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$108,000
+6.9%
1,0200.0%0.04%0.0%
Q3 2019$101,000
-28.9%
1,020
-40.4%
0.04%
-66.9%
Q1 2017$142,0001,7100.12%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
NameSharesValueWeighting ↓
Private Vista, LLC 392,887$34,767,00010.15%
Delta Dental Plan of Michigan, Inc. 204,081$18,059,0005.59%
WADE G W & INC 355,606$31,468,0003.64%
Clearwater Capital Advisors, LLC 144,859$12,819,0002.65%
PagnatoKarp Partners LLC 66,088$5,848,128,0002.47%
Live Your Vision, LLC 73,481$6,585,0002.23%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 303,719$26,876,0002.16%
Oak Point Wealth Management 24,170$2,095,0002.14%
RiverFront Investment Group, LLC 1,015,342$89,847,0002.10%
Vestpro Financial Partners, Inc. dba CPF Texas 39,247$3,473,0001.78%
View complete list of WISDOMTREE TR shareholders