XML Financial, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 309 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
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 Q2 2021
NameSharesValueWeighting ↓
Noven Financial Group, Inc. 161,765$15,267,00010.46%
RELIANCE TRUST CO 7,496$717,0007.60%
NewFocus Financial Group, LLC 109,995$10,381,0007.00%
Linscomb Wealth, Inc. 693,358$65,439,0006.09%
Coyle Financial Counsel LLC 28,531$2,693,0005.80%
TMD & ASSOCIATES, INC 67,370$6,358,0005.52%
INSPIRION WEALTH ADVISORS, LLC 72,848$6,875,0004.36%
Live Your Vision, LLC 96,775$9,134,0003.88%
Cardan Capital Partners, LLC 157,489$14,864,0003.31%
Jacobus Wealth Management, Inc. 119,169$11,247,0003.29%
View complete list of WISDOMTREE TR shareholders