Global Retirement Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DOO and the CUSIP is 97717W786. A total of 47 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2021$20,0000.0%4630.0%0.00%0.0%
Q1 2021$20,000
+5.3%
4630.0%0.00%0.0%
Q4 2020$19,000
+11.8%
4630.0%0.00%0.0%
Q3 2020$17,000
+6.2%
4630.0%0.00%
-33.3%
Q2 2020$16,000
+6.7%
4630.0%0.00%0.0%
Q1 2020$15,000
-25.0%
4630.0%0.00%0.0%
Q4 2019$20,000
+5.3%
4630.0%0.00%0.0%
Q3 2019$19,0000.0%4630.0%0.00%
-25.0%
Q2 2019$19,0000.0%4630.0%0.00%
-20.0%
Q1 2019$19,000
+5.6%
4630.0%0.01%0.0%
Q4 2018$18,000
-5.3%
4630.0%0.01%
+25.0%
Q3 2018$19,0000.0%4630.0%0.00%
-20.0%
Q2 2018$19,000
-5.0%
4630.0%0.01%
-16.7%
Q1 2018$20,0000.0%4630.0%0.01%
+20.0%
Q4 2017$20,0000.0%4630.0%0.01%
-37.5%
Q3 2017$20,000
+5.3%
4630.0%0.01%
-11.1%
Q2 2017$19,000
+5.6%
4630.0%0.01%
-10.0%
Q1 2017$18,000
-21.7%
463
-24.5%
0.01%
-33.3%
Q4 2016$23,0006130.02%
Other shareholders
WISDOMTREE TR shareholders Q3 2017
NameSharesValueWeighting ↓
Telos Capital Management, Inc. 44,024$1,665,0000.81%
Jacobus Wealth Management, Inc. 25,775$975,0000.30%
Geneos Wealth Management Inc. 43,194$1,637,0000.24%
TRUST CO OF VERMONT 36,098$1,366,0000.18%
Clal Insurance Enterprises Holdings Ltd 138,700$5,246,0000.13%
PEAPACK GLADSTONE FINANCIAL CORP 46,740$1,767,707,0000.12%
TCI Wealth Advisors, Inc. 5,118$194,0000.11%
GHP Investment Advisors, Inc. 10,466$396,0000.08%
Capital Advisors, Ltd. LLC 3,904$148,0000.07%
OLD NATIONAL BANCORP /IN/ 25,491$964,0000.06%
View complete list of WISDOMTREE TR shareholders