WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 265 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $619,000 | +2.1% | 21,417 | +0.2% | 0.02% | -4.5% |
| Q2 2020 | $606,000 | +40.6% | 21,373 | +19.9% | 0.02% | +15.8% |
| Q1 2020 | $431,000 | -41.6% | 17,832 | -9.1% | 0.02% | -24.0% |
| Q4 2019 | $738,000 | +12.3% | 19,615 | +8.4% | 0.02% | +8.7% |
| Q3 2019 | $657,000 | +18.8% | 18,099 | +18.5% | 0.02% | +21.1% |
| Q2 2019 | $553,000 | +133.3% | 15,272 | +131.3% | 0.02% | +137.5% |
| Q1 2019 | $237,000 | -40.0% | 6,603 | -47.3% | 0.01% | -50.0% |
| Q4 2018 | $395,000 | -54.1% | 12,532 | -46.3% | 0.02% | -44.8% |
| Q3 2018 | $860,000 | -18.6% | 23,345 | -21.0% | 0.03% | -27.5% |
| Q2 2018 | $1,057,000 | -23.2% | 29,540 | -26.8% | 0.04% | -24.5% |
| Q1 2018 | $1,377,000 | -2.8% | 40,341 | +0.6% | 0.05% | -5.4% |
| Q4 2017 | $1,416,000 | +6.6% | 40,106 | +200.1% | 0.06% | -1.8% |
| Q3 2017 | $1,328,000 | +93.3% | 13,365 | +90.3% | 0.06% | +83.9% |
| Q2 2017 | $687,000 | +121.6% | 7,022 | +120.9% | 0.03% | +93.8% |
| Q1 2017 | $310,000 | -33.6% | 3,179 | -35.8% | 0.02% | -33.3% |
| Q4 2016 | $467,000 | -18.8% | 4,952 | -21.8% | 0.02% | -22.6% |
| Q3 2016 | $575,000 | +10.6% | 6,331 | +9.1% | 0.03% | +6.9% |
| Q2 2016 | $520,000 | -9.6% | 5,803 | -12.9% | 0.03% | -9.4% |
| Q1 2016 | $575,000 | +42.0% | 6,663 | +32.4% | 0.03% | +52.4% |
| Q4 2015 | $405,000 | +102.5% | 5,034 | +93.9% | 0.02% | +90.9% |
| Q3 2015 | $200,000 | -21.9% | 2,596 | -15.5% | 0.01% | 0.0% |
| Q2 2015 | $256,000 | +21.3% | 3,071 | +9.1% | 0.01% | -35.3% |
| Q4 2013 | $211,000 | -21.3% | 2,815 | -27.2% | 0.02% | +6.2% |
| Q3 2013 | $268,000 | – | 3,868 | – | 0.02% | – |
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% |