ATLANTA FINANCIAL ASSOCIATES LLC /ADV - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 305 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
ATLANTA FINANCIAL ASSOCIATES LLC /ADV ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2021$766,0000.0%21,9940.0%0.36%0.0%
Q4 2020$766,000
+15.0%
21,994
-4.5%
0.36%
+4.7%
Q3 2020$666,000
+2.0%
23,0350.0%0.34%
-5.8%
Q2 2020$653,000
+9.4%
23,035
-6.8%
0.36%
-23.1%
Q1 2020$597,00024,7220.47%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
NameSharesValueWeighting ↓
Melone Private Wealth, LLC 314,888$12,897,8209.22%
Financial Planning & Information Services, Inc. 1,101,183$45,104,4398.40%
Coulter & Justus Financial Services, LLC 218,411$8,946,1126.51%
INVENIO WEALTH PARTNERS LLC 155,109$6,353,2655.78%
IAG Wealth Partners, LLC 489,615$20,054,6535.59%
Linscomb & Williams, Inc. 1,994,714$81,703,4734.78%
Team Financial Group, LLC 104,962$4,299,2533.55%
Marion Wealth Management 238,136$9,754,0643.44%
Private Wealth Strategies, L.L.C. 260,518$10,670,8042.66%
Soltis Investment Advisors LLC 440,067$18,025,1472.32%
View complete list of WISDOMTREE TR shareholders