WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 265 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $438 | -11.3% | 10,700 | -10.8% | 0.00% | 0.0% |
| Q4 2022 | $494 | -99.9% | 12,000 | +0.8% | 0.00% | 0.0% |
| Q3 2022 | $448,000 | -3.0% | 11,900 | +14.4% | 0.00% | 0.0% |
| Q1 2022 | $462,000 | +17.0% | 10,400 | +16.9% | 0.00% | – |
| Q4 2021 | $395,000 | -63.1% | 8,900 | -79.9% | 0.00% | -100.0% |
| Q1 2020 | $1,070,000 | +161.0% | 44,300 | +292.0% | 0.00% | – |
| Q3 2019 | $410,000 | -41.3% | 11,300 | -41.5% | 0.00% | -100.0% |
| Q2 2019 | $699,000 | +144.4% | 19,300 | +141.2% | 0.00% | – |
| Q1 2019 | $286,000 | -62.2% | 8,000 | -61.0% | 0.00% | -100.0% |
| Q3 2018 | $756,000 | -36.0% | 20,500 | -39.0% | 0.00% | 0.0% |
| Q2 2018 | $1,181,000 | +172.7% | 33,600 | +164.6% | 0.00% | – |
| Q1 2018 | $433,000 | – | 12,700 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Melone Private Wealth, LLC | 314,888 | $12,897,820 | 9.22% |
| Financial Planning & Information Services, Inc. | 1,101,183 | $45,104,439 | 8.40% |
| Coulter & Justus Financial Services, LLC | 218,411 | $8,946,112 | 6.51% |
| INVENIO WEALTH PARTNERS LLC | 155,109 | $6,353,265 | 5.78% |
| IAG Wealth Partners, LLC | 489,615 | $20,054,653 | 5.59% |
| Linscomb & Williams, Inc. | 1,994,714 | $81,703,473 | 4.78% |
| Team Financial Group, LLC | 104,962 | $4,299,253 | 3.55% |
| Marion Wealth Management | 238,136 | $9,754,064 | 3.44% |
| Private Wealth Strategies, L.L.C. | 260,518 | $10,670,804 | 2.66% |
| Soltis Investment Advisors LLC | 440,067 | $18,025,147 | 2.32% |