Insight Wealth Strategies, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DWMF and the CUSIP is 97717Y774. A total of 14 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Insight Wealth Strategies, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2020$329,000
-14.8%
13,312
-17.3%
0.06%
-22.2%
Q3 2020$386,000
+3.5%
16,106
+0.5%
0.07%
-13.3%
Q2 2020$373,000
+21.9%
16,022
+9.6%
0.08%
+2.5%
Q1 2020$306,000
-5.3%
14,619
+16.0%
0.08%
+19.1%
Q4 2019$323,000
+25.7%
12,608
+22.1%
0.07%
+13.3%
Q3 2019$257,00010,3270.06%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
NameSharesValueWeighting ↓
Insight Advisors, LLC/ PA 47,961$1,178,2100.27%
AVANTAX ADVISORY SERVICES, INC. 801,345$19,685,8290.22%
EPG Wealth Management LLC 6,357$156,1580.05%
OLD MISSION CAPITAL LLC 30,379$746,2910.02%
NBC SECURITIES, INC. 5,423$1330.02%
Private Advisor Group, LLC 55,512$1,363,7080.01%
RFG Advisory, LLC 10,151$249,3790.01%
RVW Wealth, LLC 3,121$76,6700.01%
Covestor Ltd 134$30.00%
HARBOUR INVESTMENTS, INC. 1,133$27,8240.00%
View complete list of WISDOMTREE TR shareholders