NewSquare Capital LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 39 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 ↓
BADGLEY PHELPS & BELL INC 68,683$2,850,0000.30%
Compass Efficient Model Portfolios, LLC 176$7,0000.26%
WFG Advisors, LP 34,677$1,439,0000.20%
3D ASSET MANAGEMENT, INC 13,311$552,0000.17%
Advisors Preferred, LLC 7,147$296,0000.16%
VSR Financial Services, Inc. 49,572$2,056,0000.16%
Private Ocean, LLC 4,341$180,0000.14%
Prospera Financial Services Inc 7,850$326,0000.11%
Accuvest Global Advisors 11,637$483,0000.11%
Brinker Capital Investments, LLC 64,300$2,668,0000.10%
View complete list of WISDOMTREE TR shareholders