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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $277,000 | +3.4% | 7,501 | 0.0% | 0.13% | -8.2% |
| Q2 2018 | $268,000 | +2.3% | 7,501 | -2.5% | 0.15% | +1.4% |
| Q1 2018 | $262,000 | -16.3% | 7,693 | -13.3% | 0.14% | -12.7% |
| Q4 2017 | $313,000 | -53.7% | 8,872 | +31.1% | 0.16% | -54.0% |
| Q3 2017 | $676,000 | +0.1% | 6,766 | -2.0% | 0.36% | +1.1% |
| Q2 2017 | $675,000 | -2.7% | 6,907 | -2.9% | 0.36% | +0.3% |
| Q1 2017 | $694,000 | +1.6% | 7,116 | -1.6% | 0.35% | -0.6% |
| Q4 2016 | $683,000 | +15.6% | 7,232 | +11.2% | 0.36% | +13.4% |
| Q3 2016 | $591,000 | -2.3% | 6,505 | -3.7% | 0.31% | +5.0% |
| Q2 2016 | $605,000 | +5.8% | 6,757 | +1.6% | 0.30% | -8.6% |
| Q1 2016 | $572,000 | +1.8% | 6,648 | -4.8% | 0.33% | +16.8% |
| Q4 2015 | $562,000 | -1.7% | 6,985 | -5.2% | 0.28% | -8.2% |
| Q3 2015 | $572,000 | -13.2% | 7,365 | -7.6% | 0.30% | +4.1% |
| Q2 2015 | $659,000 | -5.6% | 7,975 | -1.7% | 0.29% | -2.0% |
| Q1 2015 | $698,000 | – | 8,115 | – | 0.30% | – |
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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 & Williams, 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% |