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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $591,000 | +4.8% | 15,536 | +0.0% | 0.05% | -5.7% |
| Q3 2019 | $564,000 | -7.7% | 15,533 | -8.0% | 0.05% | -11.7% |
| Q2 2019 | $611,000 | -7.7% | 16,878 | -8.8% | 0.06% | -13.0% |
| Q1 2019 | $662,000 | +14.7% | 18,497 | +1.4% | 0.07% | 0.0% |
| Q4 2018 | $577,000 | +2522.7% | 18,242 | -15.4% | 0.07% | +3350.0% |
| Q2 2018 | $22,000 | 0.0% | 21,572 | 0.0% | 0.00% | -33.3% |
| Q1 2018 | $22,000 | – | 21,572 | – | 0.00% | – |
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% |