Vigilare Wealth Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 304 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
Vigilare Wealth Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$254,000
-3.4%
5,716
-3.6%
0.21%
+34.8%
Q4 2021$263,000
+7.3%
5,931
+0.3%
0.16%
+2.6%
Q3 2021$245,000
-33.8%
5,916
-61.3%
0.15%
-65.9%
Q1 2020$370,000
-41.5%
15,295
-10.0%
0.44%
+5.2%
Q4 2019$632,00016,9890.42%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
NameSharesValueWeighting ↓
Noven Financial Group, Inc. 161,765$15,267,00010.46%
RELIANCE TRUST CO 7,496$717,0007.60%
NewFocus Financial Group, LLC 109,995$10,381,0007.00%
Linscomb Wealth, Inc. 693,358$65,439,0006.09%
Coyle Financial Counsel LLC 28,531$2,693,0005.80%
TMD & ASSOCIATES, INC 67,370$6,358,0005.52%
INSPIRION WEALTH ADVISORS, LLC 72,848$6,875,0004.36%
Live Your Vision, LLC 96,775$9,134,0003.88%
Cardan Capital Partners, LLC 157,489$14,864,0003.31%
Jacobus Wealth Management, Inc. 119,169$11,247,0003.29%
View complete list of WISDOMTREE TR shareholders