Insight Wealth Strategies, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 86 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Insight Wealth Strategies, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2020$231,000
-0.4%
4,343
-7.2%
0.04%
-17.3%
Q2 2020$232,000
-24.2%
4,680
-0.1%
0.05%
-20.0%
Q4 2019$306,000
+17.7%
4,684
+0.5%
0.06%
+6.6%
Q3 2019$260,000
-26.1%
4,659
-22.9%
0.06%
-29.1%
Q2 2019$352,000
+1.7%
6,039
+1.9%
0.09%
-11.3%
Q1 2019$346,000
+43.0%
5,928
+30.5%
0.10%
+31.1%
Q4 2018$242,0004,5420.07%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
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