WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 312 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $17,000 | -5.6% | 472 | +0.6% | 0.01% | 0.0% |
| Q2 2022 | $18,000 | -10.0% | 469 | +0.6% | 0.01% | 0.0% |
| Q1 2022 | $20,000 | -28.6% | 466 | -27.1% | 0.01% | -16.7% |
| Q4 2021 | $28,000 | +7.7% | 639 | +0.8% | 0.01% | -14.3% |
| Q3 2021 | $26,000 | 0.0% | 634 | +0.5% | 0.01% | 0.0% |
| Q2 2021 | $26,000 | +4.0% | 631 | +0.6% | 0.01% | 0.0% |
| Q1 2021 | $25,000 | +13.6% | 627 | +0.2% | 0.01% | 0.0% |
| Q4 2020 | $22,000 | -8.3% | 626 | -27.1% | 0.01% | -12.5% |
| Q3 2020 | $24,000 | 0.0% | 859 | +0.5% | 0.01% | -11.1% |
| Q2 2020 | $24,000 | +26.3% | 855 | +0.6% | 0.01% | 0.0% |
| Q1 2020 | $19,000 | -40.6% | 850 | +0.5% | 0.01% | -18.2% |
| Q4 2019 | $32,000 | -23.8% | 846 | -29.0% | 0.01% | -26.7% |
| Q3 2019 | $42,000 | -2.3% | 1,191 | +0.5% | 0.02% | -6.2% |
| Q2 2019 | $43,000 | – | 1,185 | – | 0.02% | – |
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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% |