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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $7,000 | -99.8% | 171 | -99.9% | 0.00% | -99.8% |
| Q2 2020 | $3,501,000 | -42.7% | 123,544 | -51.2% | 1.16% | -52.0% |
| Q1 2020 | $6,110,000 | -35.2% | 252,906 | +2.1% | 2.42% | -19.8% |
| Q4 2019 | $9,422,000 | +5.8% | 247,688 | +1.0% | 3.01% | -2.7% |
| Q3 2019 | $8,905,000 | +4.8% | 245,250 | +4.5% | 3.09% | -2.1% |
| Q2 2019 | $8,499,000 | +6.1% | 234,775 | +4.9% | 3.16% | -6.1% |
| Q1 2019 | $8,012,000 | +20.2% | 223,848 | +6.2% | 3.36% | -2.7% |
| Q4 2018 | $6,668,000 | -14.3% | 210,812 | -0.1% | 3.46% | -3.9% |
| Q3 2018 | $7,783,000 | +310.5% | 211,039 | +298.5% | 3.60% | +241.6% |
| Q2 2018 | $1,896,000 | +9.5% | 52,961 | +4.3% | 1.05% | +2.6% |
| Q1 2018 | $1,732,000 | -3.3% | 50,766 | -0.0% | 1.03% | -20.2% |
| Q4 2017 | $1,791,000 | – | 50,769 | – | 1.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Noven Financial Group, Inc. | 161,765 | $15,267,000 | 10.46% |
| RELIANCE TRUST CO | 7,496 | $717,000 | 7.60% |
| NewFocus Financial Group, LLC | 109,995 | $10,381,000 | 7.00% |
| Linscomb Wealth, Inc. | 693,358 | $65,439,000 | 6.09% |
| Coyle Financial Counsel LLC | 28,531 | $2,693,000 | 5.80% |
| TMD & ASSOCIATES, INC | 67,370 | $6,358,000 | 5.52% |
| INSPIRION WEALTH ADVISORS, LLC | 72,848 | $6,875,000 | 4.36% |
| Live Your Vision, LLC | 96,775 | $9,134,000 | 3.88% |
| Cardan Capital Partners, LLC | 157,489 | $14,864,000 | 3.31% |
| Jacobus Wealth Management, Inc. | 119,169 | $11,247,000 | 3.29% |