IFG Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 210 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
IFG Advisory, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2018$214,000
-18.0%
4,467
-4.0%
0.05%
+2.0%
Q3 2018$261,000
+1.6%
4,651
+1.3%
0.05%
-7.5%
Q2 2018$257,000
-9.8%
4,593
-3.8%
0.05%
-15.9%
Q1 2018$285,000
+2.5%
4,774
+2.7%
0.06%0.0%
Q4 2017$278,0004,6490.06%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
Great Point Wealth Advisors, LLC 221,771$16,019,0006.13%
3D/L Capital Management, LLC 308,036$22,249,0005.64%
Efficient Advisors, LLC 551,119$39,807,0005.46%
Savant Capital, LLC 1,310,051$94,625,0005.07%
Shakespeare Wealth Management, LLC 141,639$10,231,0004.21%
Tacita Capital Inc 81,125$5,860,0003.80%
McLean Asset Management Corp 56,921$4,291,0003.39%
Larson Financial Group LLC 114,906$8,300,0002.44%
Neumann Capital Management, LLC 52,550$3,796,0001.80%
Carlson Capital Management 136,746$9,877,0001.70%
View complete list of WISDOMTREE TR shareholders