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 | ||||
---|---|---|---|---|---|---|
Q4 2019 | $239,000 | +4.8% | 6,281 | +0.1% | 0.01% | 0.0% |
Q3 2019 | $228,000 | +0.4% | 6,275 | +0.1% | 0.01% | -7.1% |
Q2 2019 | $227,000 | +1.3% | 6,268 | +0.1% | 0.01% | 0.0% |
Q1 2019 | $224,000 | -3.0% | 6,264 | +0.1% | 0.01% | +7.7% |
Q3 2018 | $231,000 | +3.1% | 6,256 | +0.0% | 0.01% | -7.1% |
Q2 2018 | $224,000 | -44.0% | 6,254 | -46.8% | 0.01% | +16.7% |
Q1 2018 | $400,000 | +70.9% | 11,750 | +77.5% | 0.01% | -14.3% |
Q4 2017 | $234,000 | +6.4% | 6,620 | +200.1% | 0.01% | +7.7% |
Q3 2017 | $220,000 | +2.3% | 2,206 | +0.1% | 0.01% | 0.0% |
Q2 2017 | $215,000 | 0.0% | 2,204 | +0.0% | 0.01% | -7.1% |
Q1 2017 | $215,000 | -35.2% | 2,203 | -37.3% | 0.01% | -36.4% |
Q4 2016 | $332,000 | +9.2% | 3,513 | +5.2% | 0.02% | +4.8% |
Q3 2016 | $304,000 | +18.8% | 3,340 | +16.8% | 0.02% | +16.7% |
Q2 2016 | $256,000 | 0.0% | 2,859 | -3.8% | 0.02% | -5.3% |
Q1 2016 | $256,000 | +7.1% | 2,972 | +0.1% | 0.02% | 0.0% |
Q4 2015 | $239,000 | – | 2,968 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Planning & Information Services, Inc. | 930,278 | $38,560,000 | 10.49% |
JD Financial Services Inc. | 163,620 | $6,782,000 | 6.19% |
Financial Insights, Inc. | 139,106 | $5,766,000 | 5.30% |
Linscomb Wealth, Inc. | 2,420,622 | $100,335,000 | 5.17% |
IAG Wealth Partners, LLC | 342,375 | $14,192,000 | 5.05% |
Ten Capital Wealth Advisors, LLC | 253,327 | $10,500,000 | 4.91% |
Private Wealth Strategies, L.L.C. | 258,403 | $10,704,000 | 2.68% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 122,035 | $5,058,000 | 2.55% |
Concord Wealth Partners | 142,573 | $5,910,000 | 2.42% |
JNBA Financial Advisors | 391,308 | $16,220,000 | 2.18% |