INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 115 filers reported holding WISDOMTREE TR in Q2 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 Q2 2019
NameSharesValueWeighting ↓
HARVEST CAPITAL MANAGEMENT INC 202,540$11,575,0005.19%
New England Investment & Retirement Group, Inc. 162,267$9,421,0004.50%
Lombard Odier Transatlantic Ltd 65,000$3,727,0003.09%
Vontobel Swiss Wealth Advisors AG 78,309$4,017,0002.69%
Perella Weinberg Partners Capital Management LP 142,192$8,126,0002.62%
Gemmer Asset Management LLC 59,422$3,396,0002.06%
Verity Asset Management, Inc. 29,831$1,705,0001.54%
White Pine Investment CO 42,768$2,444,0001.42%
Northeast Financial Consultants Inc 48,010$2,744,0001.23%
Braver Wealth Management, LLC 70,913$4,052,655,0000.98%
View complete list of WISDOMTREE TR shareholders