INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 254 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2020$46,000
-37.0%
2,5500.0%0.01%
-26.7%
Q4 2019$73,000
+4.3%
2,5500.0%0.02%0.0%
Q3 2019$70,000
+1.4%
2,5500.0%0.02%0.0%
Q2 2019$69,000
-1.4%
2,5500.0%0.02%0.0%
Q1 2019$70,000
+11.1%
2,5500.0%0.02%
+7.1%
Q4 2018$63,000
-17.1%
2,5500.0%0.01%
-6.7%
Q3 2018$76,0000.0%2,5500.0%0.02%
-6.2%
Q2 2018$76,000
+8.6%
2,5500.0%0.02%
+6.7%
Q1 2018$70,0002,5500.02%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
Del-Sette Capital Management, LLC 229,640$6,558,5166.46%
EisnerAmper Wealth Management Corporate Benefits, LLC 423,086$12,0835.84%
H&H Retirement Design & Management INC 156,428$4,447,2542.83%
Melone Private Wealth, LLC 133,106$3,708,3352.83%
HC Advisors, LLC 150,284$4,292,1112.65%
VAUGHAN & Co SECURITIES, INC. 119,718$3,419,1322.54%
Kades & Cheifetz LLC 109,229$3,119,5712.46%
FFG RETIREMENT ADVISORS LLC 79,122$2,259,7241.94%
DB Wealth Management Group, LLC 97,903$2,796,1251.76%
WEST BANCORPORATION INC 69,895$1,996,2011.52%
View complete list of WISDOMTREE TR shareholders