XML Financial, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 348 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
XML Financial, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2021$202,000
-87.3%
5,006
-90.9%
0.05%
-90.1%
Q3 2020$1,586,000
+18.4%
54,830
+16.0%
0.50%
+6.5%
Q2 2020$1,339,000
+46.2%
47,259
+24.6%
0.46%
+17.4%
Q1 2020$916,000
-45.1%
37,919
-13.5%
0.40%
-34.7%
Q4 2019$1,667,00043,8150.61%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
NameSharesValueWeighting ↓
Riverview Trust Co 547,820$20,840,00014.02%
Financial Planning & Information Services, Inc. 717,885$27,308,00010.86%
INSPIRION WEALTH ADVISORS, LLC 612,570$23,302,0007.87%
Johanson Financial Advisors, Inc. 5,517,541$145,046,0006.89%
IAG Wealth Partners, LLC 270,208$10,279,0006.71%
SVA Wealth Management, LLC 1,876,771$71,392,0006.54%
Linscomb Wealth, Inc. 2,082,123$79,204,0005.17%
Financial Insights, Inc. 154,120$5,863,0005.14%
Private Wealth Strategies, L.L.C. 332,983$12,667,0005.05%
Apexium Financial, LP 95,631$3,638,0004.70%
View complete list of WISDOMTREE TR shareholders