WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 272 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 ↓ |
|---|---|---|---|
| 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% |