WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 260 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $243,000 | +17.4% | 8,565 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $207,000 | -84.2% | 8,565 | -75.1% | 0.00% | -66.7% |
| Q4 2019 | $1,307,000 | +320.3% | 34,359 | +301.2% | 0.00% | +200.0% |
| Q3 2019 | $311,000 | -17.1% | 8,565 | -17.5% | 0.00% | 0.0% |
| Q2 2019 | $375,000 | +66.7% | 10,377 | +65.3% | 0.00% | 0.0% |
| Q1 2019 | $225,000 | +9.8% | 6,276 | -3.2% | 0.00% | 0.0% |
| Q4 2018 | $205,000 | -53.8% | 6,486 | -46.1% | 0.00% | 0.0% |
| Q3 2018 | $444,000 | +91.4% | 12,038 | +85.6% | 0.00% | 0.0% |
| Q2 2018 | $232,000 | -22.4% | 6,486 | -26.0% | 0.00% | 0.0% |
| Q1 2018 | $299,000 | -1.0% | 8,769 | +2.5% | 0.00% | 0.0% |
| Q4 2017 | $302,000 | +6.0% | 8,559 | +200.0% | 0.00% | 0.0% |
| Q3 2017 | $285,000 | +2.2% | 2,853 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $279,000 | +36.8% | 2,853 | +36.4% | 0.00% | 0.0% |
| Q1 2017 | $204,000 | – | 2,092 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Noven Financial Group, Inc. | 208,021 | $18,618,000 | 12.53% |
| NewFocus Financial Group, LLC | 106,024 | $9,489,000 | 7.01% |
| TMD & ASSOCIATES, INC | 82,365 | $7,372,000 | 6.52% |
| Linscomb Wealth, Inc. | 683,101 | $61,138,000 | 6.16% |
| Live Your Vision, LLC | 97,483 | $8,725,000 | 3.98% |
| INSPIRION WEALTH ADVISORS, LLC | 62,439 | $5,588,000 | 3.65% |
| Cardan Capital Partners, LLC | 149,076 | $13,342,000 | 3.28% |
| New England Investment & Retirement Group, Inc. | 61,567 | $5,510,000 | 3.26% |
| Jacobus Wealth Management, Inc. | 115,848 | $10,368,000 | 3.16% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 36,620 | $3,278,000 | 3.00% |