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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $236,000 | +4.4% | 6,195 | -0.4% | 0.06% | -6.0% |
| Q3 2019 | $226,000 | +5.6% | 6,222 | +5.3% | 0.07% | +3.1% |
| Q2 2019 | $214,000 | -70.8% | 5,907 | -71.1% | 0.06% | -71.0% |
| Q1 2019 | $732,000 | +52.8% | 20,442 | +34.9% | 0.22% | +35.8% |
| Q4 2018 | $479,000 | +59.7% | 15,156 | +86.1% | 0.16% | +83.3% |
| Q3 2018 | $300,000 | +1.7% | 8,145 | -1.3% | 0.09% | -4.3% |
| Q2 2018 | $295,000 | +4.6% | 8,254 | 0.0% | 0.09% | +2.2% |
| Q1 2018 | $282,000 | -21.2% | 8,254 | -18.6% | 0.09% | -4.2% |
| Q4 2017 | $358,000 | 0.0% | 10,143 | +183.1% | 0.10% | -22.6% |
| Q3 2017 | $358,000 | +2.0% | 3,583 | -0.3% | 0.12% | -1.6% |
| Q2 2017 | $351,000 | -22.0% | 3,592 | -22.2% | 0.13% | -23.2% |
| Q1 2017 | $450,000 | -78.1% | 4,619 | -78.8% | 0.16% | -77.2% |
| Q4 2016 | $2,056,000 | -56.2% | 21,784 | -57.8% | 0.72% | -62.8% |
| Q3 2016 | $4,693,000 | – | 51,642 | – | 1.93% | – |
Download | ||||||
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% |