Kingsview Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 346 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Kingsview Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$828,00019,9860.04%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Noven Financial Group, Inc. 168,910$16,474,00010.78%
RELIANCE TRUST CO 7,496$731,0008.42%
NewFocus Financial Group, LLC 109,562$10,686,0006.59%
Linscomb Wealth, Inc. 700,763$68,345,0006.19%
TMD & ASSOCIATES, INC 66,452$6,481,0005.96%
Coyle Financial Counsel LLC 34,522$3,367,0004.39%
INSPIRION WEALTH ADVISORS, LLC 72,330$7,054,0003.99%
Live Your Vision, LLC 97,824$9,541,0003.74%
SVA Wealth Management, LLC 266,073$25,950,0003.52%
Jacobus Wealth Management, Inc. 120,657$11,768,0003.30%
View complete list of WISDOMTREE TR shareholders