Institute for Wealth Management, LLC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is PUTW and the CUSIP is 97717X560. A total of 31 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2020$407,000
-25.9%
18,085
-6.3%
0.13%
+1.6%
Q4 2019$549,000
-7.6%
19,294
-10.2%
0.12%
-17.3%
Q3 2019$594,000
-28.9%
21,496
-29.2%
0.15%
-18.9%
Q2 2019$836,000
-2.2%
30,347
-99.9%
0.18%
-0.5%
Q1 2019$855,000
-39.4%
20,856,285
+37545.4%
0.19%
-67.9%
Q4 2018$1,410,000
-46.8%
55,402
-35.8%
0.58%
-35.2%
Q3 2018$2,650,000
+32.8%
86,246
+5.2%
0.89%
+40.6%
Q2 2018$1,996,000
-1.1%
81,970
+17.4%
0.64%
+6.9%
Q1 2018$2,018,000
-44.7%
69,811
-44.4%
0.60%
-29.3%
Q4 2017$3,649,000
+84.1%
125,645
+86.9%
0.84%
+30.7%
Q3 2017$1,982,000
+39.6%
67,222
+37.3%
0.64%
+64.7%
Q2 2017$1,420,00048,9550.39%
Other shareholders
WISDOMTREE TR shareholders Q3 2017
NameSharesValueWeighting ↓
Atlantic Private Wealth, LLC 9,908$3,412,0003.00%
Crabel Capital Management, LLC 405,440$13,992,0002.51%
Stratos Investment Management, LLC 143,068$4,937,0000.78%
Opes Wealth Management LLC 52,755$1,821,0000.57%
Truadvice, LLC 11,507$392,0000.37%
RHS Financial, LLC 15,141$523,0000.36%
MACROVIEW INVESTMENT MANAGEMENT LLC 3,995$138,0000.18%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 16,047$554,0000.15%
CARY STREET PARTNERS ASSET MANAGEMENT LLC 10,617$366,0000.08%
Klingman & Associates, LLC 14,685$507,0000.04%
View complete list of WISDOMTREE TR shareholders