WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 307 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,014,261 | -5.4% | 64,449 | -1.3% | 1.17% | -6.2% |
| Q1 2024 | $3,185,505 | +6.9% | 65,317 | +0.1% | 1.25% | -0.3% |
| Q4 2023 | $2,980,184 | +10.7% | 65,226 | -0.8% | 1.25% | -1.1% |
| Q3 2023 | $2,692,293 | -1.4% | 65,730 | +1.2% | 1.26% | +1.9% |
| Q2 2023 | $2,731,663 | +2.0% | 64,962 | -0.6% | 1.24% | -4.1% |
| Q1 2023 | $2,678,035 | -0.5% | 65,350 | -0.1% | 1.30% | -6.2% |
| Q4 2022 | $2,692,510 | +8.5% | 65,447 | -0.6% | 1.38% | -0.3% |
| Q3 2022 | $2,481,000 | -0.8% | 65,853 | +2.6% | 1.38% | +3.9% |
| Q2 2022 | $2,502,000 | -11.4% | 64,198 | +1.0% | 1.33% | +2.9% |
| Q1 2022 | $2,825,000 | +0.0% | 63,593 | -0.1% | 1.30% | +5.2% |
| Q4 2021 | $2,824,000 | +7.1% | 63,653 | +0.0% | 1.23% | -3.6% |
| Q3 2021 | $2,637,000 | -1.0% | 63,622 | +0.2% | 1.28% | -0.7% |
| Q2 2021 | $2,664,000 | +3.6% | 63,511 | -0.2% | 1.29% | -3.0% |
| Q1 2021 | $2,571,000 | +14.3% | 63,613 | -1.6% | 1.33% | +12.5% |
| Q4 2020 | $2,249,000 | +15.6% | 64,620 | -3.9% | 1.18% | +5.1% |
| Q3 2020 | $1,945,000 | -1.9% | 67,270 | -3.9% | 1.12% | -12.8% |
| Q2 2020 | $1,983,000 | +15.6% | 69,981 | -1.4% | 1.29% | -5.2% |
| Q1 2020 | $1,715,000 | -34.8% | 70,988 | +2.6% | 1.36% | -8.3% |
| Q4 2019 | $2,631,000 | +6.7% | 69,168 | +1.8% | 1.48% | -9.2% |
| Q3 2019 | $2,466,000 | +3.7% | 67,918 | +3.4% | 1.63% | +0.6% |
| Q2 2019 | $2,377,000 | +6.8% | 65,665 | +5.6% | 1.62% | +1.1% |
| Q1 2019 | $2,225,000 | +13.9% | 62,176 | +0.7% | 1.60% | -2.1% |
| Q4 2018 | $1,953,000 | – | 61,754 | – | 1.64% | – |
Download | ||||||
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% |