WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 270 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $218,000 | -35.9% | 5,900 | -37.9% | 0.01% | -43.8% |
| Q2 2018 | $340,000 | -21.7% | 9,505 | -25.3% | 0.02% | -23.8% |
| Q1 2018 | $434,000 | -3.3% | 12,720 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $449,000 | -11.3% | 12,720 | +151.1% | 0.02% | -16.0% |
| Q3 2017 | $506,000 | -2.7% | 5,065 | -4.7% | 0.02% | -3.8% |
| Q2 2017 | $520,000 | -3.3% | 5,315 | -3.6% | 0.03% | -7.1% |
| Q1 2017 | $538,000 | +76.4% | 5,515 | +70.5% | 0.03% | +75.0% |
| Q4 2016 | $305,000 | +3.7% | 3,234 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $294,000 | +1.7% | 3,234 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $289,000 | +4.0% | 3,234 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $278,000 | +2.6% | 3,234 | -4.0% | 0.02% | 0.0% |
| Q4 2015 | $271,000 | +3.4% | 3,369 | 0.0% | 0.02% | -5.9% |
| Q3 2015 | $262,000 | -5.8% | 3,369 | 0.0% | 0.02% | +6.2% |
| Q2 2015 | $278,000 | – | 3,369 | – | 0.02% | – |
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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 Wealth, 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% |