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 ↓
Ledge Wealth Management, Inc. 103,396$9,108,0005.66%
WJ Wealth Management, LLC 83,645$7,366,0004.90%
Clearwater Capital Advisors, LLC 322,612$28,419,0003.26%
DHK Financial Advisors, Inc. 37,307$3,286,0002.77%
Transparent Wealth Partners LLC 37,307$3,286,0002.77%
PBMares Wealth Management LLC 37,554$3,308,0002.04%
Linscomb Wealth, Inc. 431,376$38,000,0001.82%
ShoreHaven Wealth Partners, LLC 33,857$2,982,0001.57%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$13,214,0001.00%
Evanson Asset Management, LLC 98,850$8,708,0000.85%
View complete list of WISDOMTREE TR shareholders