WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 308 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $8,273,000 | +3450.6% | 186,250 | +2685.3% | 1.28% | +3187.2% |
| Q4 2020 | $233,000 | 0.0% | 6,687 | -16.8% | 0.04% | -11.4% |
| Q3 2020 | $233,000 | -37.9% | 8,040 | -39.2% | 0.04% | -40.5% |
| Q2 2020 | $375,000 | +18.7% | 13,217 | +1.0% | 0.07% | -8.6% |
| Q1 2020 | $316,000 | -58.6% | 13,083 | -34.8% | 0.08% | -46.0% |
| Q4 2019 | $763,000 | +187.9% | 20,055 | +174.6% | 0.15% | +163.2% |
| Q3 2019 | $265,000 | -1.9% | 7,304 | -2.0% | 0.06% | -12.3% |
| Q2 2019 | $270,000 | +11.6% | 7,452 | +10.4% | 0.06% | -4.4% |
| Q1 2019 | $242,000 | +6.1% | 6,752 | -6.2% | 0.07% | -20.0% |
| Q4 2018 | $228,000 | – | 7,202 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Noven Financial Group, Inc. | 651,009 | $24,009,000 | 11.99% |
| RELIANCE TRUST CO | 13,146 | $485,000 | 9.59% |
| INSPIRION WEALTH ADVISORS, LLC | 560,077 | $20,656,000 | 8.76% |
| TMD & ASSOCIATES, INC | 212,624 | $7,842,000 | 5.59% |
| Linscomb Wealth, Inc. | 1,763,979 | $65,056,000 | 5.34% |
| SVA Wealth Management, LLC | 1,077,220 | $39,728,000 | 4.04% |
| Certified Advisory Corp | 211,039 | $7,783,000 | 3.60% |
| Financial Planning & Information Services, Inc. | 239,595 | $8,836,000 | 3.42% |
| CAPITAL WEALTH MANAGEMENT, LLC | 93,567 | $3,451,000 | 3.02% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 103,555 | $3,819,000 | 2.95% |