WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 351 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $316,000 | -91.8% | 13,076 | -87.0% | 0.17% | -89.5% |
| Q4 2019 | $3,832,000 | -7.6% | 100,734 | -11.8% | 1.64% | -19.8% |
| Q3 2019 | $4,148,000 | +1.2% | 114,226 | +0.9% | 2.04% | -4.1% |
| Q2 2019 | $4,098,000 | +24.7% | 113,199 | +23.3% | 2.13% | +5.2% |
| Q1 2019 | $3,285,000 | +19.8% | 91,782 | +5.9% | 2.02% | -6.6% |
| Q4 2018 | $2,741,000 | – | 86,667 | – | 2.16% | – |
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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% |