WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 305 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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,048,666 | $43,142,110 | 9.15% |
| Melone Private Wealth, LLC | 229,395 | $9,437,293 | 8.00% |
| IAG Wealth Partners, LLC | 466,556 | $19,194,105 | 5.66% |
| Linscomb & Williams, Inc. | 2,269,083 | $93,350,068 | 4.74% |
| Marion Wealth Management | 204,102 | $8,396,767 | 3.54% |
| RiverTree Advisors, LLC | 95,332 | $3,921,958 | 3.22% |
| Concord Wealth Partners | 230,481 | $9,481,988 | 2.85% |
| Private Wealth Strategies, L.L.C. | 248,166 | $10,209,361 | 2.72% |
| DB Wealth Management Group, LLC | 97,840 | $4,025,128 | 2.61% |
| Bickling Financial Services, Inc. | 99,589 | $4,097,085 | 2.56% |