WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 348 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $8,273,000 | +3450.6% | 186,250 | +2685.3% | 1.28% | +3187.2% |
| Q4 2020 | $233,000 | 0.0% | 6,687 | -16.8% | 0.04% | -11.4% |
| Q3 2020 | $233,000 | -37.9% | 8,040 | -39.2% | 0.04% | -40.5% |
| Q2 2020 | $375,000 | +18.7% | 13,217 | +1.0% | 0.07% | -8.6% |
| Q1 2020 | $316,000 | -58.6% | 13,083 | -34.8% | 0.08% | -46.0% |
| Q4 2019 | $763,000 | +187.9% | 20,055 | +174.6% | 0.15% | +163.2% |
| Q3 2019 | $265,000 | -1.9% | 7,304 | -2.0% | 0.06% | -12.3% |
| Q2 2019 | $270,000 | +11.6% | 7,452 | +10.4% | 0.06% | -4.4% |
| Q1 2019 | $242,000 | +6.1% | 6,752 | -6.2% | 0.07% | -20.0% |
| Q4 2018 | $228,000 | – | 7,202 | – | 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% |