WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 308 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 0.76 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $408,000 | -42.5% | 10,084 | -50.6% | 0.06% | -47.2% |
| Q4 2020 | $710,000 | -5.6% | 20,405 | -21.6% | 0.11% | -19.1% |
| Q3 2020 | $752,000 | -63.3% | 26,012 | -64.0% | 0.13% | -64.7% |
| Q2 2020 | $2,050,000 | -11.6% | 72,332 | -24.7% | 0.37% | -26.2% |
| Q1 2020 | $2,320,000 | -41.3% | 96,027 | -7.5% | 0.50% | -26.5% |
| Q4 2019 | $3,949,000 | -10.3% | 103,803 | -14.4% | 0.68% | -15.0% |
| Q3 2019 | $4,401,000 | +0.9% | 121,196 | +0.6% | 0.80% | +10.4% |
| Q2 2019 | $4,363,000 | +56.8% | 120,521 | +55.0% | 0.73% | +45.5% |
| Q1 2019 | $2,783,000 | +5.9% | 77,764 | -6.4% | 0.50% | -8.2% |
| Q4 2018 | $2,627,000 | +124.0% | 83,048 | +161.1% | 0.55% | +121.1% |
| Q3 2018 | $1,173,000 | +19.7% | 31,809 | +16.2% | 0.25% | +8.8% |
| Q2 2018 | $980,000 | +172.2% | 27,365 | +159.1% | 0.23% | +173.5% |
| Q1 2018 | $360,000 | – | 10,562 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 909,035 | $25,762,000 | 10.81% |
| INSPIRION WEALTH ADVISORS, LLC | 648,063 | $18,366,000 | 7.21% |
| SVA Wealth Management, LLC | 2,062,295 | $58,445,000 | 6.24% |
| Linscomb Wealth, Inc. | 2,377,334 | $67,374,000 | 4.93% |
| Private Wealth Strategies, L.L.C. | 360,619 | $10,220,000 | 4.53% |
| IAG Wealth Partners, LLC | 303,526 | $8,602,000 | 4.17% |
| Financial Insights, Inc. | 109,536 | $4,325,000 | 3.84% |
| Paracle Advisors, LLC | 518,773 | $14,702,000 | 3.43% |
| CAPITAL WEALTH MANAGEMENT, LLC | 79,809 | $2,262,000 | 2.41% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 115,732 | $3,280,000 | 2.24% |