NewSquare Capital LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 348 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$811,172
-4.0%
19,804
-1.5%
0.09%
-2.3%
Q2 2023$845,205
+6.3%
20,100
+3.6%
0.09%
-6.4%
Q1 2023$794,766
+3.7%
19,394
+4.1%
0.09%
-2.1%
Q4 2022$766,191
+12.3%
18,624
+2.9%
0.10%
+12.9%
Q3 2022$682,000
-1.4%
18,104
+2.0%
0.08%
-4.5%
Q2 2022$692,000
-10.5%
17,744
+2.0%
0.09%
+8.5%
Q1 2022$773,000
+39.8%
17,399
+39.5%
0.08%
+39.0%
Q4 2021$553,000
+55.3%
12,469
+45.1%
0.06%
+40.5%
Q3 2021$356,000
+8.2%
8,594
+9.5%
0.04%
+7.7%
Q2 2021$329,000
+14.6%
7,849
+10.6%
0.04%
+2.6%
Q1 2021$287,000
+31.7%
7,094
+13.4%
0.04%
+22.6%
Q4 2020$218,000
+183.1%
6,254
+136.1%
0.03%
+158.3%
Q3 2020$77,000
+57.1%
2,649
+54.4%
0.01%
+50.0%
Q2 2020$49,000
+2350.0%
1,716
+3077.8%
0.01%
Q1 2018$2,000540.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Financial Planning & Information Services, Inc. 1,037,876$39,097,0009.47%
Melone Private Wealth, LLC 224,141$8,860,0007.74%
IAG Wealth Partners, LLC 434,847$16,381,0005.44%
Linscomb & Williams, Inc. 2,283,773$86,030,0005.22%
Marion Wealth Management 168,414$6,344,0003.26%
Concord Wealth Partners 234,313$8,827,0002.80%
Private Wealth Strategies, L.L.C. 241,476$9,103,0002.66%
Apeiron RIA LLC 147,714$5,745,0002.64%
EisnerAmper Wealth Management Corporate Benefits, LLC 118,937$4,480,0002.55%
Bickling Financial Services, Inc. 93,904$3,538,0002.38%
View complete list of WISDOMTREE TR shareholders