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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,781,000 | +0.2% | 49,056 | -0.1% | 0.66% | -3.5% |
| Q2 2019 | $1,777,000 | +1.1% | 49,092 | 0.0% | 0.69% | +0.1% |
| Q1 2019 | $1,757,000 | +8.2% | 49,092 | -4.4% | 0.68% | -9.5% |
| Q4 2018 | $1,624,000 | -12.8% | 51,368 | +167.9% | 0.76% | -21.2% |
| Q2 2017 | $1,862,000 | -6.2% | 19,173 | -6.8% | 0.96% | -7.8% |
| Q1 2017 | $1,985,000 | -3.1% | 20,571 | -4.0% | 1.04% | -10.2% |
| Q4 2016 | $2,048,000 | -8.4% | 21,427 | -14.4% | 1.16% | -15.7% |
| Q3 2016 | $2,237,000 | – | 25,042 | – | 1.38% | – |
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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% |