Western Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 169 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Western Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$221,000
+1.8%
4,618
-4.4%
0.03%
-26.7%
Q3 2019$217,000
-3.6%
4,831
+1.5%
0.04%
+50.0%
Q2 2019$225,000
+5.6%
4,761
+6.2%
0.03%
-36.2%
Q1 2019$213,0004,4840.05%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
NameSharesValueWeighting ↓
HALBERT HARGROVE GLOBAL ADVISORS, LLC 592,267$27,629,0009.16%
Crestwood Advisors Group, LLC 489,865$22,852,0004.01%
3D ASSET MANAGEMENT, INC 260,126$12,135,0003.94%
TOMPKINS FINANCIAL CORP 287,056$13,391,0003.74%
OLD DOMINION CAPITAL MANAGEMENT INC 73,418$3,425,0003.46%
LVM CAPITAL MANAGEMENT LTD/MI 161,923$7,554,0002.84%
KINGS POINT CAPITAL MANAGEMENT 145,049$6,767,0002.60%
America First Investment Advisors, LLC 109,727$5,119,0002.56%
Efficient Advisors, LLC 211,210$9,853,0002.53%
JOHNSON INVESTMENT COUNSEL INC 1,337,175$62,379,0002.49%
View complete list of WISDOMTREE TR shareholders