Heritage Wealth Advisors - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 309 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$114,0000.0%2,5640.0%0.01%0.0%
Q4 2021$114,000
-99.9%
2,5640.0%0.01%
-14.3%
Q3 2021$106,278,000
-1.2%
2,5640.0%0.01%0.0%
Q2 2021$107,560,000
+3.8%
2,5640.0%0.01%
+16.7%
Q1 2021$103,637,000
+116346.1%
2,5640.0%0.01%0.0%
Q4 2020$89,000
-99.9%
2,5640.0%0.01%
-40.0%
Q3 2020$74,151,000
+1.9%
2,564
-30.9%
0.01%0.0%
Q2 2020$72,736,000
+17.4%
3,709
+44.7%
0.01%
-9.1%
Q1 2020$61,946,000
-36.5%
2,5640.0%0.01%
-15.4%
Q4 2019$97,535,000
+104776.3%
2,5640.0%0.01%
-7.1%
Q3 2019$93,000
-99.9%
2,5640.0%0.01%0.0%
Q2 2019$92,817,000
+1.1%
2,5640.0%0.01%
-6.7%
Q1 2019$91,766,0002,5640.02%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Financial Planning & Information Services, Inc. 930,278$38,560,00010.49%
JD Financial Services Inc. 163,620$6,782,0006.19%
Financial Insights, Inc. 139,106$5,766,0005.30%
Linscomb Wealth, Inc. 2,420,622$100,335,0005.17%
IAG Wealth Partners, LLC 342,375$14,192,0005.05%
Ten Capital Wealth Advisors, LLC 253,327$10,500,0004.91%
Private Wealth Strategies, L.L.C. 258,403$10,704,0002.68%
EisnerAmper Wealth Management Corporate Benefits, LLC 122,035$5,058,0002.55%
Concord Wealth Partners 142,573$5,910,0002.42%
JNBA Financial Advisors 391,308$16,220,0002.18%
View complete list of WISDOMTREE TR shareholders