Western Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 204 filers reported holding WISDOMTREE TR in Q3 2019. 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$287,000
+5.1%
4,037
-5.6%
0.04%
-24.6%
Q3 2019$273,000
-6.2%
4,276
-4.3%
0.06%
+50.0%
Q2 2019$291,000
-7.9%
4,468
-6.7%
0.04%
-45.7%
Q1 2019$316,000
+19.7%
4,790
+8.8%
0.07%
-1.4%
Q4 2018$264,0004,4020.07%
Other shareholders
WISDOMTREE TR shareholders Q3 2019
NameSharesValueWeighting ↓
Efficient Advisors, LLC 677,918$40,607,0007.46%
Great Point Wealth Advisors, LLC 189,603$10,547,0005.44%
Savant Capital, LLC 1,302,674$78,030,0005.34%
3D ASSET MANAGEMENT, INC 320,308$19,186,0005.34%
SHAKESPEARE WEALTH MANAGEMENT, INC. 129,088$7,732,0004.07%
Larson Financial Group LLC 120,879$7,241,0002.97%
PrairieView Partners, LLC 174,888$10,476,0002.20%
Carlson Capital Management 158,222$9,477,0002.05%
M Holdings Securities, Inc. 207,638$12,438,0001.98%
Neumann Capital Management, LLC 51,295$3,073,0001.77%
View complete list of WISDOMTREE TR shareholders