WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 309 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $4,481,000 | +1.4% | 123,773 | +0.2% | 3.06% | -4.7% |
| Q1 2019 | $4,420,000 | -28.4% | 123,499 | -36.7% | 3.21% | -34.4% |
| Q4 2018 | $6,174,000 | -21.3% | 195,180 | -8.2% | 4.90% | -12.4% |
| Q3 2018 | $7,842,000 | +7.8% | 212,624 | +4.7% | 5.59% | -1.2% |
| Q2 2018 | $7,272,000 | +4.2% | 203,142 | -0.7% | 5.66% | -6.1% |
| Q1 2018 | $6,981,000 | -0.4% | 204,594 | +3.0% | 6.03% | -6.2% |
| Q4 2017 | $7,007,000 | +6.3% | 198,600 | +201.1% | 6.43% | +5.5% |
| Q3 2017 | $6,592,000 | +1.9% | 65,957 | -0.4% | 6.10% | -0.9% |
| Q2 2017 | $6,471,000 | -0.2% | 66,198 | -0.4% | 6.15% | +3.3% |
| Q1 2017 | $6,481,000 | +1.9% | 66,452 | -1.4% | 5.96% | +7.9% |
| Q4 2016 | $6,358,000 | -35.1% | 67,370 | -37.5% | 5.52% | -35.8% |
| Q3 2016 | $9,797,000 | +32.9% | 107,805 | +30.9% | 8.60% | +31.8% |
| Q2 2016 | $7,372,000 | – | 82,365 | – | 6.52% | – |
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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% |