WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 302 filers reported holding WISDOMTREE TR in Q2 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Noven Financial Group, Inc. | 651,009 | $24,009,000 | 11.99% |
| RELIANCE TRUST CO | 13,146 | $485,000 | 9.59% |
| INSPIRION WEALTH ADVISORS, LLC | 560,077 | $20,656,000 | 8.76% |
| TMD & ASSOCIATES, INC | 212,624 | $7,842,000 | 5.59% |
| Linscomb Wealth, Inc. | 1,763,979 | $65,056,000 | 5.34% |
| SVA Wealth Management, LLC | 1,077,220 | $39,728,000 | 4.04% |
| Certified Advisory Corp | 211,039 | $7,783,000 | 3.60% |
| Financial Planning & Information Services, Inc. | 239,595 | $8,836,000 | 3.42% |
| CAPITAL WEALTH MANAGEMENT, LLC | 93,567 | $3,451,000 | 3.02% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 103,555 | $3,819,000 | 2.95% |