INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 302 filers reported holding WISDOMTREE TR in Q2 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 Q2 2019
NameSharesValueWeighting ↓
Riverview Trust Co 518,102$18,812,00013.10%
Financial Planning & Information Services, Inc. 703,027$25,527,00010.81%
INSPIRION WEALTH ADVISORS, LLC 610,291$22,160,0009.71%
SVA Wealth Management, LLC 1,843,626$66,942,0006.57%
Linscomb Wealth, Inc. 2,065,992$75,016,0006.03%
Financial Insights, Inc. 155,917$5,661,0005.42%
Connecticut Wealth Management, LLC 842,649$30,597,0003.77%
HBW ADVISORY SERVICES LLC 111,254$3,891,0003.72%
CAPITAL WEALTH MANAGEMENT, LLC 95,699$3,475,0003.71%
Paracle Advisors, LLC 403,329$14,644,0003.55%
View complete list of WISDOMTREE TR shareholders