WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 311 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 0.76 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $36,000 | -28.0% | 1,235 | -30.4% | 0.01% | -33.3% |
| Q2 2020 | $50,000 | +16.3% | 1,775 | +0.6% | 0.01% | 0.0% |
| Q1 2020 | $43,000 | -35.8% | 1,765 | +0.6% | 0.01% | -25.0% |
| Q4 2019 | $67,000 | +6.3% | 1,755 | +0.6% | 0.01% | 0.0% |
| Q3 2019 | $63,000 | 0.0% | 1,745 | +0.5% | 0.01% | -7.7% |
| Q2 2019 | $63,000 | +1.6% | 1,737 | +0.5% | 0.01% | -18.8% |
| Q1 2019 | $62,000 | +12.7% | 1,729 | +0.2% | 0.02% | +6.7% |
| Q4 2018 | $55,000 | +27.9% | 1,725 | +47.4% | 0.02% | +36.4% |
| Q3 2018 | $43,000 | +2.4% | 1,170 | +0.8% | 0.01% | -8.3% |
| Q2 2018 | $42,000 | +7.7% | 1,161 | +0.4% | 0.01% | 0.0% |
| Q1 2018 | $39,000 | -4.9% | 1,156 | +0.4% | 0.01% | -7.7% |
| Q4 2017 | $41,000 | +7.9% | 1,151 | +200.5% | 0.01% | 0.0% |
| Q3 2017 | $38,000 | – | 383 | – | 0.01% | – |
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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% |