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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $152,894 | -24.9% | 3,135 | -36.7% | 0.04% | -46.4% |
| Q4 2022 | $203,584 | -22.9% | 4,949 | -16.7% | 0.08% | -9.7% |
| Q1 2022 | $264,000 | +0.4% | 5,941 | +0.0% | 0.09% | +8.1% |
| Q4 2021 | $263,000 | +6.9% | 5,940 | +0.1% | 0.09% | +1.2% |
| Q3 2021 | $246,000 | -1.2% | 5,937 | +0.0% | 0.08% | +3.7% |
| Q2 2021 | $249,000 | +4.6% | 5,935 | +0.8% | 0.08% | -6.8% |
| Q1 2021 | $238,000 | +16.1% | 5,889 | +0.0% | 0.09% | +8.6% |
| Q4 2020 | $205,000 | -6.0% | 5,888 | -23.4% | 0.08% | -25.0% |
| Q2 2020 | $218,000 | -20.1% | 7,683 | +6.9% | 0.11% | -17.6% |
| Q4 2019 | $273,000 | -4.5% | 7,188 | -8.9% | 0.13% | -7.7% |
| Q3 2019 | $286,000 | -2.4% | 7,887 | -2.4% | 0.14% | -11.2% |
| Q2 2019 | $293,000 | +5.0% | 8,085 | +3.9% | 0.16% | +7.4% |
| Q1 2019 | $279,000 | +18.7% | 7,785 | +4.9% | 0.15% | -1.3% |
| Q4 2018 | $235,000 | -2.9% | 7,420 | +13.3% | 0.15% | +18.0% |
| Q3 2018 | $242,000 | – | 6,550 | – | 0.13% | – |
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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% |