Montecito Bank & Trust - 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
Montecito Bank & Trust ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$236,000
+4.4%
6,195
-0.4%
0.06%
-6.0%
Q3 2019$226,000
+5.6%
6,222
+5.3%
0.07%
+3.1%
Q2 2019$214,000
-70.8%
5,907
-71.1%
0.06%
-71.0%
Q1 2019$732,000
+52.8%
20,442
+34.9%
0.22%
+35.8%
Q4 2018$479,000
+59.7%
15,156
+86.1%
0.16%
+83.3%
Q3 2018$300,000
+1.7%
8,145
-1.3%
0.09%
-4.3%
Q2 2018$295,000
+4.6%
8,2540.0%0.09%
+2.2%
Q1 2018$282,000
-21.2%
8,254
-18.6%
0.09%
-4.2%
Q4 2017$358,0000.0%10,143
+183.1%
0.10%
-22.6%
Q3 2017$358,000
+2.0%
3,583
-0.3%
0.12%
-1.6%
Q2 2017$351,000
-22.0%
3,592
-22.2%
0.13%
-23.2%
Q1 2017$450,000
-78.1%
4,619
-78.8%
0.16%
-77.2%
Q4 2016$2,056,000
-56.2%
21,784
-57.8%
0.72%
-62.8%
Q3 2016$4,693,00051,6421.93%
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