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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4 | -99.9% | 88 | -39.7% | 0.00% | -40.0% |
| Q3 2022 | $6,000 | -75.0% | 146 | -73.2% | 0.01% | -70.6% |
| Q4 2021 | $24,000 | +4.3% | 545 | 0.0% | 0.02% | -19.0% |
| Q3 2021 | $23,000 | -45.2% | 545 | -46.1% | 0.02% | -34.4% |
| Q2 2021 | $42,000 | +2.4% | 1,011 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $41,000 | -56.4% | 1,011 | -62.4% | 0.03% | -56.2% |
| Q4 2020 | $94,000 | -60.0% | 2,686 | -66.9% | 0.07% | -53.8% |
| Q3 2020 | $235,000 | +2.2% | 8,127 | +0.0% | 0.16% | +7.5% |
| Q2 2020 | $230,000 | -16.7% | 8,126 | -28.9% | 0.15% | -26.1% |
| Q1 2020 | $276,000 | -36.7% | 11,426 | -0.4% | 0.20% | -15.3% |
| Q4 2019 | $436,000 | -8.4% | 11,471 | -12.5% | 0.24% | -27.2% |
| Q3 2019 | $476,000 | -16.0% | 13,103 | -16.4% | 0.32% | -21.4% |
| Q2 2019 | $567,000 | +1.2% | 15,669 | 0.0% | 0.41% | +5.1% |
| Q1 2019 | $560,000 | -40.0% | 15,669 | -47.0% | 0.39% | -59.0% |
| Q4 2018 | $934,000 | +4.1% | 29,557 | +21.4% | 0.95% | +12.6% |
| Q3 2018 | $897,000 | – | 24,347 | – | 0.85% | – |
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% |