WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 307 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $228,231 | -6.0% | 4,880 | -2.0% | 0.01% | -7.7% |
| Q1 2024 | $242,848 | +21.4% | 4,979 | +10.7% | 0.01% | +8.3% |
| Q1 2022 | $200,000 | -0.5% | 4,499 | -0.8% | 0.01% | 0.0% |
| Q4 2021 | $201,000 | -41.7% | 4,533 | -68.2% | 0.01% | -76.0% |
| Q1 2020 | $345,000 | -47.2% | 14,243 | -17.1% | 0.05% | -24.2% |
| Q4 2019 | $653,000 | +0.8% | 17,171 | -3.9% | 0.07% | -7.0% |
| Q3 2019 | $648,000 | +99.4% | 17,873 | +99.0% | 0.07% | +73.2% |
| Q2 2019 | $325,000 | – | 8,982 | – | 0.04% | – |
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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% |