INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 109 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q1 2019
NameSharesValueWeighting ↓
COURIER CAPITAL LLC 263,010$14,686,9251.16%
Virtus Family Office LLC 8,163$455,8320.84%
Wallace Advisory Group, LLC 17,760$1,035,5590.79%
Hedges Asset Management LLC 10,500$586,3380.50%
Sovereign Financial Group, Inc. 9,766$545,3500.18%
Financial Planning & Information Services, Inc. 13,320$743,8110.14%
TFG Advisers LLC 5,111$285,4290.13%
Intercontinental Wealth Advisors, LLC 8,653$483,1980.12%
Conservest Capital Advisors, Inc. 15,948$890,5650.10%
St. Louis Trust Co 3,970$218,9850.04%
View complete list of WISDOMTREE TR shareholders