WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 308 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $1,179,000 | +9.6% | 28,438 | +10.8% | 0.17% | +9.9% |
Q2 2021 | $1,076,000 | +12.3% | 25,661 | +8.2% | 0.15% | +4.1% |
Q1 2021 | $958,000 | +21.7% | 23,709 | +4.9% | 0.15% | +15.0% |
Q4 2020 | $787,000 | +47.7% | 22,596 | +22.6% | 0.13% | +30.9% |
Q3 2020 | $533,000 | +24.0% | 18,436 | +21.4% | 0.10% | +12.8% |
Q2 2020 | $430,000 | -86.6% | 15,190 | -88.5% | 0.09% | -88.9% |
Q1 2020 | $3,201,000 | -36.0% | 132,480 | +0.8% | 0.78% | -14.4% |
Q4 2019 | $5,001,000 | +8.2% | 131,471 | +3.3% | 0.91% | 0.0% |
Q3 2019 | $4,623,000 | +12.6% | 127,313 | +12.2% | 0.91% | +9.8% |
Q2 2019 | $4,107,000 | +14.9% | 113,444 | +13.6% | 0.83% | +11.6% |
Q1 2019 | $3,575,000 | +1195.3% | 99,896 | +1045.1% | 0.74% | +1056.2% |
Q4 2018 | $276,000 | – | 8,724 | – | 0.06% | – |
Download |
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% |