WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 290 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $676,000 | -36.5% | 27,995 | 0.0% | 0.29% | -21.5% |
| Q4 2019 | $1,065,000 | +3.4% | 27,995 | 0.0% | 0.37% | -0.8% |
| Q3 2019 | $1,030,000 | +1.7% | 27,995 | 0.0% | 0.37% | -44.8% |
| Q2 2019 | $1,013,000 | -1.4% | 27,995 | -2.4% | 0.67% | -4.8% |
| Q1 2019 | $1,027,000 | +13.1% | 28,695 | 0.0% | 0.70% | -3.2% |
| Q4 2018 | $908,000 | -14.2% | 28,695 | 0.0% | 0.73% | -4.1% |
| Q3 2018 | $1,058,000 | +3.0% | 28,695 | 0.0% | 0.76% | -11.7% |
| Q2 2018 | $1,027,000 | +4.9% | 28,695 | 0.0% | 0.86% | -3.9% |
| Q1 2018 | $979,000 | -3.3% | 28,695 | 0.0% | 0.89% | -3.8% |
| Q4 2017 | $1,012,000 | +5.9% | 28,695 | +200.0% | 0.93% | -0.1% |
| Q3 2017 | $956,000 | +2.2% | 9,565 | 0.0% | 0.93% | +20.8% |
| Q2 2017 | $935,000 | +0.2% | 9,565 | 0.0% | 0.77% | -15.5% |
| Q1 2017 | $933,000 | +3.3% | 9,565 | 0.0% | 0.91% | -6.7% |
| Q4 2016 | $903,000 | +3.9% | 9,565 | 0.0% | 0.98% | +13.4% |
| Q3 2016 | $869,000 | +1.5% | 9,565 | 0.0% | 0.86% | -4.1% |
| Q2 2016 | $856,000 | +3.9% | 9,565 | 0.0% | 0.90% | -5.3% |
| Q1 2016 | $824,000 | – | 9,565 | – | 0.95% | – |
Download | ||||||
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% |