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 139,856$10,597,0006.65%
DHK Financial Advisors, Inc. 38,119$2,890,0004.74%
Clearwater Capital Advisors, LLC 290,925$22,055,0003.04%
Fulcrum Equity Management 34,009$2,578,0002.18%
Linscomb Wealth, Inc. 437,012$33,130,0002.01%
New Legacy Group, LLC 10,000$758,0001.96%
ShoreHaven Wealth Partners, LLC 24,242$1,837,0001.40%
PBMares Wealth Management LLC 37,613$2,851,0001.24%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$11,372,0001.07%
Evanson Asset Management, LLC 99,518$7,544,0000.89%
View complete list of WISDOMTREE TR shareholders