Independent Advisor Alliance - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 42 filers reported holding WISDOMTREE TR in Q4 2019. 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
Q1 2020$311,000
-19.8%
5,8900.0%0.04%
+164.7%
Q4 2019$388,000
+6.0%
5,8900.0%0.02%
-62.2%
Q3 2019$366,0005,8900.04%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 230,806$11,695,0003.56%
PATTON ALBERTSON MILLER GROUP, LLC 22,173$1,139,0000.59%
Brinker Capital Investments, LLC 104,087$5,275,0000.20%
M Holdings Securities, Inc. 2,628$133,0000.07%
Atria Investments, Inc 4,666$236,0000.02%
NEXT Financial Group, Inc 1,246$63,0000.01%
JANE STREET GROUP, LLC 9,915$502,0000.01%
LPL Financial LLC 10,619$532,0000.00%
LADENBURG THALMANN FINANCIAL SERVICES INC. 1,660$84,0000.00%
OPTIMUM INVESTMENT ADVISORS 148$7,0000.00%
View complete list of WISDOMTREE TR shareholders