INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 309 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2019$1,000
-75.0%
23
-78.7%
0.00%
-100.0%
Q2 2019$4,000
-82.6%
108
-82.9%
0.00%
-80.0%
Q1 2019$23,000
-84.4%
630
-86.4%
0.01%
-84.8%
Q4 2018$147,0004,6440.03%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
Noven Financial Group, Inc. 651,009$24,009,00011.99%
RELIANCE TRUST CO 13,146$485,0009.59%
INSPIRION WEALTH ADVISORS, LLC 560,077$20,656,0008.76%
TMD & ASSOCIATES, INC 212,624$7,842,0005.59%
Linscomb Wealth, Inc. 1,763,979$65,056,0005.34%
SVA Wealth Management, LLC 1,077,220$39,728,0004.04%
Certified Advisory Corp 211,039$7,783,0003.60%
Financial Planning & Information Services, Inc. 239,595$8,836,0003.42%
CAPITAL WEALTH MANAGEMENT, LLC 93,567$3,451,0003.02%
EisnerAmper Wealth Management Corporate Benefits, LLC 103,555$3,819,0002.95%
View complete list of WISDOMTREE TR shareholders