LVW Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 60 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
LVW Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$393,000
+6.8%
10,821
-1.2%
0.09%
-2.2%
Q3 2019$368,000
-2.6%
10,957
-5.2%
0.09%
-13.3%
Q2 2019$378,000
-2.1%
11,556
-3.5%
0.10%
+1.9%
Q1 2019$386,000
+15.2%
11,975
-0.5%
0.10%
-8.8%
Q4 2018$335,000
-2.0%
12,032
+11.6%
0.11%
+13.0%
Q4 2017$342,000
+2.4%
10,779
-1.1%
0.10%
-24.8%
Q3 2017$334,000
+1.8%
10,903
-1.7%
0.13%
+15.7%
Q2 2017$328,000
-2.7%
11,095
-6.3%
0.12%
-5.0%
Q1 2017$337,000
+10.1%
11,845
+1.9%
0.12%
+13.1%
Q4 2016$306,000
-1.6%
11,626
-1.5%
0.11%
+4.9%
Q3 2016$311,000
+3.0%
11,807
+0.1%
0.10%
-9.7%
Q2 2016$302,000
-1.3%
11,792
-1.1%
0.11%
+15.3%
Q1 2016$306,000
+0.7%
11,918
+3.7%
0.10%
-17.6%
Q4 2015$304,000
+13.9%
11,497
+7.3%
0.12%
-3.3%
Q3 2015$267,00010,7110.12%
Other shareholders
WISDOMTREE TR shareholders Q4 2016
NameSharesValueWeighting ↓
Summit Asset Management, LLC 320,910$10,298,0004.77%
WESCAP Management Group, Inc. 159,201$5,108,0002.59%
Ifrah Financial Services, Inc. 191,047$6,131,0002.17%
Price Wealth, LLC 146,720$4,708,0001.75%
Colorado Capital Management, Inc. 41,369$1,327,0000.96%
SYM FINANCIAL Corp 49,608$1,592,0000.89%
VALLEY NATIONAL ADVISERS INC 74,639$2,395,0000.83%
CX Institutional 71,472$2,294,0000.76%
RiverFront Investment Group, LLC 846,329$27,158,0000.64%
Vestpro Financial Partners, Inc. dba CPF Texas 29,415$944,0000.45%
View complete list of WISDOMTREE TR shareholders