WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 299 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $14,000 | -17.6% | 307 | -18.6% | 0.00% | -25.0% |
| Q4 2021 | $17,000 | -26.1% | 377 | -32.1% | 0.00% | -20.0% |
| Q3 2021 | $23,000 | 0.0% | 555 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $23,000 | +4.5% | 555 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $22,000 | -8.3% | 555 | -20.7% | 0.01% | +25.0% |
| Q4 2020 | $24,000 | +20.0% | 700 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $20,000 | 0.0% | 700 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $20,000 | +17.6% | 700 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $17,000 | -72.1% | 700 | -56.5% | 0.00% | -69.2% |
| Q4 2019 | $61,000 | +144.0% | 1,610 | +130.0% | 0.01% | +225.0% |
| Q3 2019 | $25,000 | 0.0% | 700 | 0.0% | 0.00% | -20.0% |
| Q1 2019 | $25,000 | +13.6% | 700 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $22,000 | -12.0% | 700 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $25,000 | – | 700 | – | 0.01% | – |
Download | ||||||
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% |