WealthShield Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 172 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 1.61 and the average weighting 0.4%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$1,0000.0%150.0%0.00%
-100.0%
Q3 2019$1,0000.0%150.0%0.00%0.0%
Q1 2019$1,0000.0%150.0%0.00%0.0%
Q4 2018$1,00015
+50.0%
0.00%
Q3 2018$0100.0%0.00%
Q2 2018$0
-100.0%
100.0%0.00%
-100.0%
Q1 2018$1,000100.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2019
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 274,291$14,669,0007.39%
Great Point Wealth Advisors, LLC 302,479$16,177,0005.56%
WADDELL & ASSOCIATES, LLC 513,705$27,473,0004.68%
Financial Planning & Information Services, Inc. 314,116$16,799,0004.57%
America First Investment Advisors, LLC 267,612$14,312,0004.35%
Neumann Capital Management, LLC 158,546$8,479,0003.81%
Asset Management Advisors, LLC 72,861$3,897,0002.94%
Baker Ellis Asset Management LLC 190,518$9,993,0001.92%
Tacita Capital Inc 56,885$3,042,0001.86%
PALLADIUM PARTNERS LLC 728,180$38,943,0001.77%
View complete list of WISDOMTREE TR shareholders