WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 260 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $294,000 | -3.0% | 7,964 | -5.8% | 0.02% | -10.5% |
| Q2 2018 | $303,000 | -35.5% | 8,452 | -38.6% | 0.02% | -38.7% |
| Q1 2018 | $470,000 | +4.2% | 13,762 | +7.7% | 0.03% | +6.9% |
| Q4 2017 | $451,000 | +13.6% | 12,779 | +221.6% | 0.03% | +7.4% |
| Q3 2017 | $397,000 | -7.9% | 3,973 | -10.0% | 0.03% | -10.0% |
| Q2 2017 | $431,000 | +104.3% | 4,414 | +104.0% | 0.03% | +100.0% |
| Q1 2017 | $211,000 | – | 2,164 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Noven Financial Group, Inc. | 208,021 | $18,618,000 | 12.53% |
| NewFocus Financial Group, LLC | 106,024 | $9,489,000 | 7.01% |
| TMD & ASSOCIATES, INC | 82,365 | $7,372,000 | 6.52% |
| Linscomb Wealth, Inc. | 683,101 | $61,138,000 | 6.16% |
| Live Your Vision, LLC | 97,483 | $8,725,000 | 3.98% |
| INSPIRION WEALTH ADVISORS, LLC | 62,439 | $5,588,000 | 3.65% |
| Cardan Capital Partners, LLC | 149,076 | $13,342,000 | 3.28% |
| New England Investment & Retirement Group, Inc. | 61,567 | $5,510,000 | 3.26% |
| Jacobus Wealth Management, Inc. | 115,848 | $10,368,000 | 3.16% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 36,620 | $3,278,000 | 3.00% |