Clearstead Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 286 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$63,286
+343.4%
1,353
+357.1%
0.00%0.0%
Q1 2024$14,274
+613.7%
296
+218.3%
0.00%
Q1 2020$2,000
-99.3%
93
-98.8%
0.00%
-100.0%
Q4 2017$271,000
-51.8%
7,686
+36.7%
0.04%
-49.3%
Q3 2017$562,000
-4.7%
5,622
-6.8%
0.07%
-15.1%
Q2 2017$590,000
+0.9%
6,034
+0.5%
0.09%
+1.2%
Q1 2017$585,000
+3.2%
6,0030.0%0.08%
-7.6%
Q4 2016$567,0006,0030.09%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
NameSharesValueWeighting ↓
Noven Financial Group, Inc. 651,009$24,009,00011.99%
RELIANCE TRUST CO 13,146$485,0009.59%
INSPIRION WEALTH ADVISORS, LLC 560,077$20,656,0008.76%
TMD & ASSOCIATES, INC 212,624$7,842,0005.59%
Linscomb Wealth, Inc. 1,763,979$65,056,0005.34%
SVA Wealth Management, LLC 1,077,220$39,728,0004.04%
Certified Advisory Corp 211,039$7,783,0003.60%
Financial Planning & Information Services, Inc. 239,595$8,836,0003.42%
CAPITAL WEALTH MANAGEMENT, LLC 93,567$3,451,0003.02%
EisnerAmper Wealth Management Corporate Benefits, LLC 103,555$3,819,0002.95%
View complete list of WISDOMTREE TR shareholders