WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 348 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $5,120,000 | -17.0% | 180,663 | -29.2% | 0.31% | -31.9% |
| Q1 2020 | $6,167,000 | -34.8% | 255,139 | +2.7% | 0.46% | -18.1% |
| Q4 2019 | $9,453,000 | +10.9% | 248,514 | +5.8% | 0.56% | +3.5% |
| Q3 2019 | $8,527,000 | -2.8% | 234,845 | -3.1% | 0.54% | -4.4% |
| Q2 2019 | $8,770,000 | +5.7% | 242,257 | +4.5% | 0.56% | +5.2% |
| Q1 2019 | $8,297,000 | +33.0% | 231,829 | +17.5% | 0.54% | +24.9% |
| Q4 2018 | $6,239,000 | +15.2% | 197,259 | +34.4% | 0.43% | +30.4% |
| Q3 2018 | $5,415,000 | +8.5% | 146,822 | +5.3% | 0.33% | -17.8% |
| Q2 2018 | $4,993,000 | +272.1% | 139,483 | +254.7% | 0.40% | +270.4% |
| Q1 2018 | $1,342,000 | +194.3% | 39,325 | +204.0% | 0.11% | +200.0% |
| Q4 2017 | $456,000 | – | 12,935 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 930,278 | $38,560,000 | 10.49% |
| JD Financial Services Inc. | 163,620 | $6,782,000 | 6.19% |
| Financial Insights, Inc. | 139,106 | $5,766,000 | 5.30% |
| Linscomb Wealth, Inc. | 2,420,622 | $100,335,000 | 5.17% |
| IAG Wealth Partners, LLC | 342,375 | $14,192,000 | 5.05% |
| Ten Capital Wealth Advisors, LLC | 253,327 | $10,500,000 | 4.91% |
| Private Wealth Strategies, L.L.C. | 258,403 | $10,704,000 | 2.68% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 122,035 | $5,058,000 | 2.55% |
| Concord Wealth Partners | 142,573 | $5,910,000 | 2.42% |
| JNBA Financial Advisors | 391,308 | $16,220,000 | 2.18% |