WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 286 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,419 | -4.4% | 30,330 | -0.4% | 0.27% | -7.5% |
Q1 2024 | $1,485 | +11.2% | 30,452 | +4.2% | 0.30% | +1.4% |
Q4 2023 | $1,335 | +11.9% | 29,226 | +0.3% | 0.29% | +3.2% |
Q3 2023 | $1,193 | -2.5% | 29,128 | +0.1% | 0.28% | -0.7% |
Q2 2023 | $1,223 | +2.9% | 29,096 | +0.4% | 0.28% | -2.1% |
Q1 2023 | $1,188 | -0.3% | 28,989 | +0.0% | 0.29% | -7.3% |
Q4 2022 | $1,192 | -99.9% | 28,986 | +0.7% | 0.31% | -4.0% |
Q3 2022 | $1,085,000 | -3.6% | 28,797 | -0.2% | 0.33% | -1.5% |
Q2 2022 | $1,125,000 | -14.4% | 28,868 | -2.5% | 0.33% | -13.4% |
Q1 2022 | $1,315,000 | -2.2% | 29,597 | -2.3% | 0.38% | -12.4% |
Q4 2021 | $1,345,000 | +5.4% | 30,309 | -1.6% | 0.44% | -43.8% |
Q3 2021 | $1,276,000 | -1.9% | 30,793 | -0.7% | 0.78% | -13.1% |
Q2 2021 | $1,301,000 | +2.0% | 31,010 | -1.8% | 0.89% | -7.9% |
Q1 2021 | $1,276,000 | +15.4% | 31,563 | -0.6% | 0.97% | +13.1% |
Q4 2020 | $1,106,000 | +19.1% | 31,769 | -1.1% | 0.86% | +11.9% |
Q3 2020 | $929,000 | -0.6% | 32,127 | -2.6% | 0.77% | -1.7% |
Q2 2020 | $935,000 | – | 33,001 | – | 0.78% | – |
Download |
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% |