INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 108 filers reported holding WISDOMTREE TR in Q2 2017. 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
Q4 2019$45,000
+15.4%
6960.0%0.01%
+11.1%
Q3 2019$39,000
-4.9%
6960.0%0.01%0.0%
Q2 2019$41,0000.0%6960.0%0.01%0.0%
Q1 2019$41,000
+10.8%
6960.0%0.01%
+12.5%
Q4 2018$37,000
-15.9%
6960.0%0.01%
-11.1%
Q3 2018$44,000
-2.2%
6960.0%0.01%0.0%
Q2 2018$45,000
-8.2%
6960.0%0.01%
-10.0%
Q1 2018$49,000
-88.1%
696
-90.0%
0.01%
-92.2%
Q1 2017$413,000
-67.4%
6,992
-69.9%
0.13%
-67.7%
Q4 2016$1,267,000
-10.2%
23,202
-9.0%
0.40%
-14.9%
Q3 2016$1,411,000
-3.2%
25,504
-10.7%
0.47%
-7.5%
Q2 2016$1,457,000
-6.1%
28,556
+3.1%
0.51%
-12.6%
Q1 2016$1,551,000
-1.0%
27,697
-0.9%
0.58%
-0.9%
Q4 2015$1,566,00027,9580.58%
Other shareholders
WISDOMTREE TR shareholders Q2 2017
NameSharesValueWeighting ↓
COURIER CAPITAL LLC 248,799$11,256,0001.40%
Motley Fool Wealth Management, LLC 204,635$9,258,0000.61%
Hedges Asset Management LLC 9,500$430,0000.43%
Sovereign Financial Group, Inc. 22,068$998,0000.40%
GARRISON BRADFORD & ASSOCIATES INC 6,500$294,0000.36%
Financial Planning & Information Services, Inc. 16,226$734,0000.18%
TFG Advisers LLC 6,769$306,0000.17%
Intercontinental Wealth Advisors, LLC 8,653$391,0000.12%
Conservest Capital Advisors, Inc. 18,224$824,0000.12%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 4,670$211,0000.05%
View complete list of WISDOMTREE TR shareholders