Institute for Wealth Management, LLC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DOO and the CUSIP is 97717W786. A total of 51 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$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 Q1 2018
NameSharesValueWeighting ↓
Telos Capital Management, Inc. 44,024$1,665,0000.81%
Jacobus Wealth Management, Inc. 25,775$975,0000.30%
Geneos Wealth Management Inc. 43,194$1,637,0000.24%
TRUST CO OF VERMONT 36,098$1,366,0000.18%
Clal Insurance Enterprises Holdings Ltd 138,700$5,246,0000.13%
PEAPACK GLADSTONE FINANCIAL CORP 46,740$1,767,707,0000.12%
TCI Wealth Advisors, Inc. 5,118$194,0000.11%
GHP Investment Advisors, Inc. 10,466$396,0000.08%
Capital Advisors, Ltd. LLC 3,904$148,0000.07%
OLD NATIONAL BANCORP /IN/ 25,491$964,0000.06%
View complete list of WISDOMTREE TR shareholders