Titus Wealth Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 270 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Titus Wealth Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$293,000
-16.0%
7,511
-4.3%
0.15%
-6.4%
Q1 2022$349,000
-7.2%
7,850
-7.3%
0.16%
-7.1%
Q4 2021$376,000
+29.7%
8,468
+19.5%
0.17%
+11.2%
Q3 2021$290,000
-18.3%
7,084
-24.0%
0.15%
-57.3%
Q4 2019$355,000
-3.3%
9,324
-7.7%
0.36%
+6.0%
Q3 2019$367,000
-9.8%
10,107
-10.1%
0.34%
-16.2%
Q2 2019$407,000
-23.9%
11,238
-24.9%
0.40%
-15.0%
Q1 2019$535,000
+48.6%
14,961
+31.3%
0.47%
+53.7%
Q4 2018$360,000
+27.2%
11,395
+48.8%
0.31%
+25.8%
Q3 2018$283,000
-2.4%
7,660
-5.5%
0.24%
-21.3%
Q2 2018$290,000
-99.9%
8,102
+25.3%
0.31%
+32.5%
Q1 2018$243,000,0006,4670.23%
Other shareholders
WISDOMTREE TR shareholders Q3 2018
NameSharesValueWeighting ↓
Noven Financial Group, Inc. 208,021$18,618,00012.53%
NewFocus Financial Group, LLC 106,024$9,489,0007.01%
TMD & ASSOCIATES, INC 82,365$7,372,0006.52%
Linscomb Wealth, Inc. 683,101$61,138,0006.16%
Live Your Vision, LLC 97,483$8,725,0003.98%
INSPIRION WEALTH ADVISORS, LLC 62,439$5,588,0003.65%
Cardan Capital Partners, LLC 149,076$13,342,0003.28%
New England Investment & Retirement Group, Inc. 61,567$5,510,0003.26%
Jacobus Wealth Management, Inc. 115,848$10,368,0003.16%
EisnerAmper Wealth Management Corporate Benefits, LLC 36,620$3,278,0003.00%
View complete list of WISDOMTREE TR shareholders