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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $279,000 | -1.4% | 6,742 | +0.1% | 0.02% | 0.0% |
| Q2 2021 | $283,000 | +18.9% | 6,737 | +14.4% | 0.02% | +11.8% |
| Q1 2021 | $238,000 | -27.7% | 5,891 | -31.9% | 0.02% | -45.2% |
| Q4 2019 | $329,000 | +36.5% | 8,650 | +30.3% | 0.03% | +19.2% |
| Q3 2019 | $241,000 | +0.4% | 6,641 | +0.1% | 0.03% | +4.0% |
| Q2 2019 | $240,000 | -6.2% | 6,633 | -7.2% | 0.02% | -10.7% |
| Q1 2019 | $256,000 | +13.3% | 7,150 | +0.1% | 0.03% | 0.0% |
| Q4 2018 | $226,000 | – | 7,145 | – | 0.03% | – |
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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% |