WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 292 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $58,870 | -16.0% | 1,400 | -18.2% | 0.05% | -16.1% |
| Q1 2023 | $70,117 | +100067.1% | 1,711 | 0.0% | 0.06% | +7.7% |
| Q4 2022 | $70 | -99.9% | 1,711 | 0.0% | 0.05% | +4.0% |
| Q3 2022 | $64,000 | -4.5% | 1,711 | 0.0% | 0.05% | +8.7% |
| Q2 2022 | $67,000 | -11.8% | 1,711 | 0.0% | 0.05% | 0.0% |
| Q1 2022 | $76,000 | 0.0% | 1,711 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $76,000 | +7.0% | 1,711 | 0.0% | 0.05% | -4.2% |
| Q3 2021 | $71,000 | -1.4% | 1,711 | 0.0% | 0.05% | -2.0% |
| Q2 2021 | $72,000 | +4.3% | 1,711 | 0.0% | 0.05% | -7.5% |
| Q1 2021 | $69,000 | +15.0% | 1,711 | 0.0% | 0.05% | +1.9% |
| Q4 2020 | $60,000 | -64.9% | 1,711 | -71.5% | 0.05% | -68.1% |
| Q3 2020 | $171,000 | +50.0% | 6,008 | +48.7% | 0.16% | +32.5% |
| Q2 2020 | $114,000 | -8.1% | 4,039 | -21.3% | 0.12% | -21.2% |
| Q1 2020 | $124,000 | -37.7% | 5,132 | -2.0% | 0.16% | -20.8% |
| Q4 2019 | $199,000 | +9.3% | 5,236 | 0.0% | 0.20% | +13.2% |
| Q3 2019 | $182,000 | -4.7% | 5,236 | 0.0% | 0.17% | -2.8% |
| Q2 2019 | $191,000 | +22.4% | 5,236 | +20.1% | 0.18% | +20.1% |
| Q1 2019 | $156,000 | +2.0% | 4,360 | 0.0% | 0.15% | 0.0% |
| Q4 2018 | $153,000 | – | 4,360 | – | 0.15% | – |
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% |