INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 248 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is 0.78 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 Q2 2019
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 97,657$7,873,0006.82%
Cranberry Lake Advisors LLC 113,755$9,171,0006.14%
Starfire Investment Advisers, Inc. 109,475$8,739,402,0004.71%
TMD & ASSOCIATES, INC 51,680$4,166,0003.83%
Private Vista, LLC 163,755$13,391,0003.33%
Jacobus Wealth Management, Inc. 95,353$7,687,0002.16%
INSPIRION WEALTH ADVISORS, LLC 39,924$3,219,0001.82%
PALLADIUM PARTNERS LLC 259,214$20,898,0001.68%
AJ WEALTH STRATEGIES, LLC 45,640$3,680,0001.60%
Evanson Asset Management, LLC 76,561$6,172,0001.52%
View complete list of WISDOMTREE TR shareholders