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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $42,795 | -4.1% | 915 | 0.0% | 0.02% | -5.6% |
| Q1 2024 | $44,625 | +6.7% | 915 | 0.0% | 0.02% | +5.9% |
| Q4 2023 | $41,807 | +11.5% | 915 | 0.0% | 0.02% | 0.0% |
| Q3 2023 | $37,479 | -2.6% | 915 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $38,476 | +2.6% | 915 | 0.0% | 0.02% | -5.6% |
| Q1 2023 | $37,497 | -0.4% | 915 | 0.0% | 0.02% | -5.3% |
| Q4 2022 | $37,643 | +10.7% | 915 | 0.0% | 0.02% | +5.6% |
| Q3 2022 | $34,000 | -5.6% | 915 | 0.0% | 0.02% | -5.3% |
| Q2 2022 | $36,000 | -12.2% | 915 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $41,000 | 0.0% | 915 | 0.0% | 0.02% | +5.6% |
| Q4 2021 | $41,000 | +7.9% | 915 | 0.0% | 0.02% | -5.3% |
| Q3 2021 | $38,000 | 0.0% | 915 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $38,000 | +2.7% | 915 | 0.0% | 0.02% | -5.0% |
| Q1 2021 | $37,000 | +15.6% | 915 | 0.0% | 0.02% | +5.3% |
| Q4 2020 | $32,000 | +23.1% | 915 | 0.0% | 0.02% | +11.8% |
| Q3 2020 | $26,000 | 0.0% | 915 | 0.0% | 0.02% | -10.5% |
| Q2 2020 | $26,000 | +18.2% | 915 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $22,000 | -37.1% | 915 | 0.0% | 0.02% | -24.0% |
| Q4 2019 | $35,000 | – | 915 | – | 0.02% | – |
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% |