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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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% |