Insight Wealth Strategies, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 83 filers reported holding WISDOMTREE TR in Q2 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 Q2 2020
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 979,164$59,161,00017.99%
HARVEST CAPITAL MANAGEMENT INC 172,027$10,394,0004.89%
CUMBERLAND ADVISORS INC 102,750$6,208,0003.97%
SUMMIT CAPITAL MANAGEMENT LLC 160,105$9,674,0003.47%
Gemmer Asset Management LLC 59,421$3,590,0002.42%
Financial Management Professionals, Inc. 52,741$3,186,0002.11%
VICUS CAPITAL 61,940$3,742,0001.21%
Northeast Financial Consultants Inc 34,100$2,060,0001.17%
RiverFront Investment Group, LLC 748,272$45,210,0001.12%
Perella Weinberg Partners Capital Management LP 211,942$12,806,0000.96%
View complete list of WISDOMTREE TR shareholders