Balentine LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 279 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Balentine LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2020$6,000
+20.0%
213
+0.9%
0.00%
Q1 2020$5,000
-37.5%
211
+0.5%
0.00%
Q4 2019$8,0000.0%210
+1.0%
0.00%
Q3 2019$8,000
-50.0%
208
+4.0%
0.00%
-100.0%
Q4 2015$16,0002000.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
NameSharesValueWeighting ↓
Riverview Trust Co 547,820$20,840,00014.02%
Financial Planning & Information Services, Inc. 717,885$27,308,00010.86%
INSPIRION WEALTH ADVISORS, LLC 612,570$23,302,0007.87%
Johanson Financial Advisors, Inc. 5,517,541$145,046,0006.89%
IAG Wealth Partners, LLC 270,208$10,279,0006.71%
SVA Wealth Management, LLC 1,876,771$71,392,0006.54%
Linscomb Wealth, Inc. 2,082,123$79,204,0005.17%
Financial Insights, Inc. 154,120$5,863,0005.14%
Private Wealth Strategies, L.L.C. 332,983$12,667,0005.05%
Apexium Financial, LP 95,631$3,638,0004.70%
View complete list of WISDOMTREE TR shareholders