WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 290 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $7,690,000 | +52.9% | 212,408 | +33.6% | 1.66% | +28.5% |
| Q4 2018 | $5,028,000 | -8.4% | 158,937 | +6.7% | 1.29% | +10.7% |
| Q3 2018 | $5,492,000 | +12.3% | 148,903 | +9.0% | 1.17% | +7.8% |
| Q2 2018 | $4,892,000 | +15.0% | 136,647 | +9.6% | 1.08% | +72.3% |
| Q1 2018 | $4,254,000 | +13.0% | 124,662 | +16.8% | 0.63% | +25.9% |
| Q4 2017 | $3,766,000 | +22.0% | 106,719 | +245.7% | 0.50% | +31.0% |
| Q3 2017 | $3,086,000 | +34.9% | 30,867 | +31.9% | 0.38% | +22.9% |
| Q2 2017 | $2,288,000 | +111.9% | 23,400 | +111.4% | 0.31% | +140.3% |
| Q1 2017 | $1,080,000 | – | 11,067 | – | 0.13% | – |
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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% |