Legacy Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 180 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is 2.24 and the average weighting 0.3%.

Quarter-by-quarter ownership
Legacy Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2018$60,0001,2500.04%
Other shareholders
WISDOMTREE TR shareholders Q3 2018
NameSharesValueWeighting ↓
Unison Advisors LLC 1,099,554$50,865,3745.98%
EisnerAmper Wealth Management Corporate Benefits, LLC 214,919$9,9424.44%
Financial Planning & Information Services, Inc. 446,924$20,674,6943.85%
Great Point Wealth Advisors, LLC 260,467$12,049,1893.61%
Shore Point Advisors, LLC 106,499$4,926,6493.57%
Neumann Capital Management, LLC 167,500$7,748,5503.38%
MFA WEALTH ADVISORS, LLC 228,514$10,571,0773.28%
O'Connor Financial Group LLC 67,791$3,135,9692.15%
Creative Planning 31,788,936$1,470,556,1611.96%
Sound Stewardship, LLC 60,761$2,810,8111.89%
View complete list of WISDOMTREE TR shareholders