IMA Wealth, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 110 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is 3.97 and the average weighting 0.3%.

Quarter-by-quarter ownership
IMA Wealth, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$55,842
-4.2%
1,0000.0%0.01%
-6.7%
Q1 2023$58,309
+6.6%
1,0000.0%0.02%
+7.1%
Q4 2022$54,716
+21.6%
1,0000.0%0.01%
+16.7%
Q3 2022$45,000
-18.2%
1,0000.0%0.01%
-7.7%
Q2 2022$55,000
-17.9%
1,0000.0%0.01%
-13.3%
Q1 2022$67,000
-10.7%
1,0000.0%0.02%
-11.8%
Q4 2021$75,000
+4.2%
1,0000.0%0.02%0.0%
Q3 2021$72,000
+63.6%
1,000
+66.7%
0.02%
+70.0%
Q2 2021$44,000
+4.8%
6000.0%0.01%0.0%
Q1 2021$42,000
-40.0%
600
-44.9%
0.01%
-50.0%
Q4 2020$70,000
-94.0%
1,088
-95.0%
0.02%
-94.9%
Q3 2020$1,167,000
+3.7%
21,951
-3.3%
0.39%
-3.9%
Q2 2020$1,125,000
+34.4%
22,711
+10.4%
0.41%
+10.6%
Q1 2020$837,000
-43.3%
20,568
-8.9%
0.37%
-32.7%
Q4 2019$1,475,000
+8.6%
22,575
-7.0%
0.55%
+6.6%
Q3 2019$1,358,000
-8.7%
24,284
-4.7%
0.51%
-7.7%
Q2 2019$1,487,000
-2.0%
25,495
-1.9%
0.56%
-5.6%
Q1 2019$1,518,000
-1.3%
25,978
-9.9%
0.59%
-18.0%
Q4 2018$1,538,000
-35.4%
28,825
-23.3%
0.72%
-22.8%
Q3 2018$2,379,000
-11.4%
37,589
-8.6%
0.93%
-16.8%
Q2 2018$2,684,000
-8.2%
41,125
-1.7%
1.12%
-14.1%
Q1 2018$2,925,000
-2.1%
41,845
-1.1%
1.30%
-2.5%
Q4 2017$2,987,000
-1.4%
42,330
-2.9%
1.34%
-4.9%
Q3 2017$3,029,000
-3.3%
43,608
-10.2%
1.40%
-6.7%
Q2 2017$3,132,000
+5.2%
48,540
-3.7%
1.51%
+0.5%
Q1 2017$2,977,000
+75.6%
50,414
+62.4%
1.50%
+43.5%
Q4 2016$1,695,000
-5.9%
31,036
-4.7%
1.04%
+1.4%
Q3 2016$1,801,000
+9.5%
32,551
+1.1%
1.03%
-0.1%
Q2 2016$1,644,000
-13.3%
32,211
-3.1%
1.03%
-6.3%
Q1 2016$1,897,000
+17.2%
33,255
+13.6%
1.10%
+12.0%
Q4 2015$1,618,000
-6.9%
29,270
-11.3%
0.98%
-10.9%
Q3 2015$1,738,00033,0001.10%
Other shareholders
WISDOMTREE TR shareholders Q1 2016
NameSharesValueWeighting ↓
White Pine Investment CO 66,413$3,713,0001.69%
PERRITT CAPITAL MANAGEMENT INC 58,421$3,266,0001.39%
NOESIS CAPITAL MANGEMENT CORP 71,302$3,986,000,0001.29%
Motley Fool Wealth Management, LLC 324,846$18,162,0001.20%
COURIER CAPITAL LLC 161,719$8,820,0001.15%
Financial Planning & Information Services, Inc. 22,422$1,254,0000.53%
IMA Wealth, Inc. 24,284$1,358,0000.51%
TFG Advisers LLC 13,248$740,0000.49%
GARRISON BRADFORD & ASSOCIATES INC 6,400$358,0000.49%
Bell Rock Capital LLC 5,422$298,0000.26%
View complete list of WISDOMTREE TR shareholders