Westside Investment Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DOO and the CUSIP is 97717W786. A total of 43 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Westside Investment Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$20,0000.0%5000.0%0.00%
Q4 2021$20,0000.0%5000.0%0.00%
Q3 2021$20,000
-4.8%
5000.0%0.00%
Q2 2021$21,0000.0%5000.0%0.00%
Q1 2021$21,000
+5.0%
5000.0%0.00%
Q4 2020$20,000
+17.6%
5000.0%0.00%
Q3 2020$17,0000.0%5000.0%0.00%
Q2 2020$17,000
+13.3%
5000.0%0.00%
Q1 2020$15,000
-25.0%
5000.0%0.00%
Q2 2019$20,000
-99.9%
5000.0%0.00%
-100.0%
Q4 2018$18,950,000
-9.7%
5000.0%0.01%0.0%
Q3 2018$20,980,000
+0.9%
5000.0%0.01%0.0%
Q2 2018$20,784,000
-2.7%
5000.0%0.01%
-41.7%
Q1 2018$21,365,000
-4.4%
5000.0%0.01%0.0%
Q4 2017$22,350,000
+5.5%
5000.0%0.01%
-7.7%
Q3 2017$21,182,000
+4.4%
5000.0%0.01%0.0%
Q2 2017$20,290,000
+2.9%
5000.0%0.01%
+44.4%
Q1 2017$19,725,000
+3.2%
5000.0%0.01%
-30.8%
Q4 2016$19,120,0005000.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
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