NewSquare Capital LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 38 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2020$1,0000.0%150.0%0.00%
Q2 2020$1,0000.0%150.0%0.00%
Q1 2020$1,000
-99.8%
15
-99.9%
0.00%
-100.0%
Q4 2019$581,000
+1.0%
15,660
+3.6%
0.10%
-7.7%
Q3 2019$575,000
+6.3%
15,115
+5.6%
0.10%
+5.1%
Q2 2019$541,000
+7.8%
14,320
+10.9%
0.10%
+3.1%
Q1 2019$502,000
+5.0%
12,915
+4.8%
0.10%
-5.0%
Q4 2018$478,000
-1.2%
12,325
+3.7%
0.10%
+9.8%
Q3 2018$484,000
+554.1%
11,880
+569.7%
0.09%
+338.1%
Q1 2016$74,000
+34.5%
1,774
+35.4%
0.02%
+40.0%
Q4 2015$55,000
+139.1%
1,310
+131.9%
0.02%
+114.3%
Q3 2015$23,000
+64.3%
565
+73.8%
0.01%
+75.0%
Q2 2015$14,000
+600.0%
325
+828.6%
0.00%
+300.0%
Q1 2015$2,000350.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
NameSharesValueWeighting ↓
RFG Advisory, LLC 38,321$1,535,0000.72%
Cambria Investment Management, L.P. 127,083$5,090,0000.71%
Bruderman Asset Management, LLC 37,529$1,503,0000.38%
FLAGSHIP HARBOR ADVISORS, LLC 22,516$904,0000.26%
Capital Asset Advisory Services LLC 6,602$264,0000.24%
Ken Stern & Associates, Inc. 11,473$459,0000.20%
Belpointe Asset Management LLC 15,050$603,0000.13%
SAGE FINANCIAL GROUP INC 16,402$657,0000.13%
AVIANCE CAPITAL MANAGEMENT, LLC 36,054$1,444,0000.10%
Cypress Wealth Services, LLC 5,274$211,0000.09%
View complete list of WISDOMTREE TR shareholders