1834 INVESTMENT ADVISORS CO - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 305 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
1834 INVESTMENT ADVISORS CO ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$254,000
-11.2%
6,745
-8.2%
0.04%
-5.0%
Q2 2022$286,000
-3.4%
7,344
+10.3%
0.04%
+11.1%
Q1 2022$296,000
+0.3%
6,6610.0%0.04%
+9.1%
Q4 2021$295,000
+3.5%
6,661
-3.1%
0.03%
-5.7%
Q3 2021$285,000
+2.5%
6,871
+3.8%
0.04%
+2.9%
Q2 2021$278,000
+1.5%
6,621
-2.4%
0.03%
-2.9%
Q1 2021$274,000
+21.8%
6,783
+4.8%
0.04%
+16.7%
Q4 2020$225,000
+25.7%
6,474
+4.8%
0.03%
+15.4%
Q3 2020$179,000
-54.2%
6,179
-55.2%
0.03%
-58.1%
Q2 2020$391,000
+30.3%
13,792
+11.2%
0.06%
+8.8%
Q1 2020$300,000
-19.8%
12,402
+26.3%
0.06%0.0%
Q4 2019$374,000
+4.2%
9,822
-0.6%
0.06%
+9.6%
Q3 2019$359,000
+15.4%
9,881
+15.1%
0.05%
+10.6%
Q2 2019$311,000
+16.5%
8,584
+14.9%
0.05%
+14.6%
Q1 2019$267,000
+18.1%
7,469
+4.6%
0.04%
+7.9%
Q4 2018$226,000
-7.8%
7,140
+7.4%
0.04%
+5.6%
Q3 2018$245,000
+2.9%
6,6480.0%0.04%
-2.7%
Q2 2018$238,000
+8.2%
6,648
+3.2%
0.04%
-2.6%
Q1 2018$220,000
+35.8%
6,443
+40.0%
0.04%
+46.2%
Q4 2017$162,0004,6010.03%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
Noven Financial Group, Inc. 161,765$15,267,00010.46%
RELIANCE TRUST CO 7,496$717,0007.60%
NewFocus Financial Group, LLC 109,995$10,381,0007.00%
Linscomb Wealth, Inc. 693,358$65,439,0006.09%
Coyle Financial Counsel LLC 28,531$2,693,0005.80%
TMD & ASSOCIATES, INC 67,370$6,358,0005.52%
INSPIRION WEALTH ADVISORS, LLC 72,848$6,875,0004.36%
Live Your Vision, LLC 96,775$9,134,0003.88%
Cardan Capital Partners, LLC 157,489$14,864,0003.31%
Jacobus Wealth Management, Inc. 119,169$11,247,0003.29%
View complete list of WISDOMTREE TR shareholders