Institute for Wealth Management, LLC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 135 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$236,000
+3.1%
3,0730.0%0.05%
-8.6%
Q3 2019$229,000
+2.2%
3,0730.0%0.06%
+16.0%
Q2 2019$224,000
+6.7%
3,073
+6.4%
0.05%
+8.7%
Q1 2019$210,000
-76.6%
2,888
-76.6%
0.05%
-77.9%
Q4 2017$899,00012,3170.21%
Other shareholders
WISDOMTREE TR shareholders Q1 2018
NameSharesValueWeighting ↓
WJ Wealth Management, LLC 145,197$12,495,5247.25%
DHK Financial Advisors, Inc. 38,505$3,313,7144.61%
Ledge Wealth Management, Inc. 71,148$6,123,0002.79%
Pacific Wealth Management 44,120$3,796,9402.79%
New Legacy Group, LLC 10,000$860,6002.68%
Fulcrum Equity Management 32,555$2,801,6892.30%
Linscomb & Williams, Inc. 480,374$41,340,9482.10%
One Capital Management, LLC 327,311$28,168,4001.50%
PBMares Wealth Management LLC 37,526$3,229,5001.31%
ShoreHaven Wealth Partners, LLC 20,119$1,731,4651.22%
View complete list of WISDOMTREE TR shareholders