Institute for Wealth Management, LLC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DOO and the CUSIP is 97717W786. A total of 47 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$201,000
-1.0%
4,723
-4.3%
0.04%0.0%
Q2 2019$203,000
-4.7%
4,933
-4.8%
0.04%
-2.2%
Q1 2019$213,000
+6.5%
5,180
-1.9%
0.05%
-43.9%
Q4 2018$200,000
-15.3%
5,280
-2.0%
0.08%
+51.9%
Q4 2017$236,000
+5.4%
5,390
-3.1%
0.05%
-12.9%
Q2 2017$224,0005,5600.06%
Other shareholders
WISDOMTREE TR shareholders Q3 2017
NameSharesValueWeighting ↓
BIP Wealth, LLC 64,793$2,433,8810.22%
Truvestments Capital LLC 4,300$161,5110.08%
XML Financial, LLC 9,038$339,5030.04%
FLOW TRADERS U.S. LLC 13,430$5040.02%
OLD MISSION CAPITAL LLC 25,282$949,6910.02%
Larson Financial Group LLC 4,989$187,3950.02%
Cherry Tree Wealth Management, LLC 1,032$38,7660.01%
GHP Investment Advisors, Inc. 3,113$115,9800.01%
Spire Wealth Management 2,731$102,5870.00%
Front Row Advisors LLC 147$5,5220.00%
View complete list of WISDOMTREE TR shareholders