WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 305 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $280,000 | -95.2% | 9,885 | -95.9% | 0.04% | -95.9% |
| Q1 2020 | $5,886,000 | -59.3% | 243,610 | -35.9% | 0.99% | -44.5% |
| Q4 2019 | $14,458,000 | +2.8% | 380,085 | -1.9% | 1.78% | -4.7% |
| Q3 2019 | $14,071,000 | -1.5% | 387,528 | -1.8% | 1.87% | -2.5% |
| Q2 2019 | $14,286,000 | -0.8% | 394,627 | -2.0% | 1.91% | -5.4% |
| Q1 2019 | $14,407,000 | +11.2% | 402,557 | -1.7% | 2.02% | -1.3% |
| Q4 2018 | $12,960,000 | -18.3% | 409,366 | -4.8% | 2.05% | -1.9% |
| Q3 2018 | $15,867,000 | +1.5% | 430,226 | -1.5% | 2.09% | +77.2% |
| Q2 2018 | $15,634,000 | +5.4% | 436,717 | +0.4% | 1.18% | -46.1% |
| Q1 2018 | $14,837,000 | -0.2% | 434,838 | +3.2% | 2.19% | +2.5% |
| Q4 2017 | $14,860,000 | +6.3% | 421,194 | +201.2% | 2.13% | +5.1% |
| Q3 2017 | $13,975,000 | +5.6% | 139,820 | +3.3% | 2.03% | +1.0% |
| Q2 2017 | $13,233,000 | +6.3% | 135,376 | +6.1% | 2.01% | +0.5% |
| Q1 2017 | $12,448,000 | +30.3% | 127,640 | +25.9% | 2.00% | +23.0% |
| Q4 2016 | $9,557,000 | +16.0% | 101,381 | +11.9% | 1.62% | +13.9% |
| Q3 2016 | $8,236,000 | +4.5% | 90,623 | +2.9% | 1.43% | -1.6% |
| Q2 2016 | $7,883,000 | +9.4% | 88,077 | +5.2% | 1.45% | -2.1% |
| Q1 2016 | $7,208,000 | +4.9% | 83,710 | -2.0% | 1.48% | +2.6% |
| Q4 2015 | $6,874,000 | +0.6% | 85,382 | -3.0% | 1.44% | -9.0% |
| Q3 2015 | $6,834,000 | -9.9% | 87,998 | -4.1% | 1.58% | -1.8% |
| Q2 2015 | $7,583,000 | -0.1% | 91,749 | +4.1% | 1.61% | +0.5% |
| Q1 2015 | $7,587,000 | -38.8% | 88,140 | -40.4% | 1.61% | +20.8% |
| Q4 2014 | $12,388,000 | +147.1% | 147,950 | +131.0% | 1.33% | +22.1% |
| Q3 2014 | $5,014,000 | +15.3% | 64,056 | +20.3% | 1.09% | +15.4% |
| Q2 2014 | $4,349,000 | +1766.5% | 53,250 | +1660.3% | 0.94% | +1585.7% |
| Q1 2014 | $233,000 | – | 3,025 | – | 0.06% | – |
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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 Wealth, 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% |