Independent Advisor Alliance - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 84 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Independent Advisor Alliance ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$6,723,000
+45.4%
63,684
+40.9%
0.29%
-48.1%
Q3 2019$4,625,000
+115525.0%
45,184
+0.1%
0.56%
+56400.0%
Q2 2019$4,000
-99.9%
45,123
-23.7%
0.00%
-99.9%
Q1 2019$5,598,000
+389.8%
59,161
+373.0%
0.79%
+289.6%
Q4 2018$1,143,000
+114200.0%
12,507
+12.5%
0.20%
Q3 2018$1,0000.0%11,114
-2.0%
0.00%
Q2 2018$1,000
-100.0%
11,344
-74.2%
0.00%
-100.0%
Q1 2017$3,685,00044,0530.58%
Other shareholders
WISDOMTREE TR shareholders Q1 2017
NameSharesValueWeighting ↓
Tillar-Wenstrup Advisors, LLC 97,615$7,144,0006.47%
JFS WEALTH ADVISORS, LLC 151,451$11,085,0005.69%
LVZ, Inc. 19,174$1,430,0000.80%
SONATA CAPITAL GROUP INC 10,060$736,0000.63%
CUTLER INVESTMENT COUNSEL LLC 18,819$1,377,0000.45%
J.P. Turner & Co Capital Mnagement, LLC 7,808$571,0000.44%
Investors Capital Advisory Services 30,833$2,256,0000.41%
Concert Wealth Management Inc. 24,874$1,821,0000.24%
WADE G W & INC 15,013$1,099,0000.22%
BENEDICT FINANCIAL ADVISORS INC 4,150$306,0000.20%
View complete list of WISDOMTREE TR shareholders