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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $11,000 | +57.1% | 273 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $7,000 | -30.0% | 273 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $10,000 | 0.0% | 273 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $10,000 | 0.0% | 273 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $10,000 | 0.0% | 273 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $10,000 | +11.1% | 273 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $9,000 | -10.0% | 273 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $10,000 | 0.0% | 273 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $10,000 | +11.1% | 273 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $9,000 | -10.0% | 273 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $10,000 | +11.1% | 273 | +200.0% | 0.00% | 0.0% |
| Q3 2017 | $9,000 | -91.0% | 91 | -92.2% | 0.00% | -91.7% |
| Q1 2015 | $100,000 | – | 1,160 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Noven Financial Group, Inc. | 161,765 | $15,267,000 | 10.46% |
| RELIANCE TRUST CO | 7,496 | $717,000 | 7.60% |
| NewFocus Financial Group, LLC | 109,995 | $10,381,000 | 7.00% |
| Linscomb Wealth, Inc. | 693,358 | $65,439,000 | 6.09% |
| Coyle Financial Counsel LLC | 28,531 | $2,693,000 | 5.80% |
| TMD & ASSOCIATES, INC | 67,370 | $6,358,000 | 5.52% |
| INSPIRION WEALTH ADVISORS, LLC | 72,848 | $6,875,000 | 4.36% |
| Live Your Vision, LLC | 96,775 | $9,134,000 | 3.88% |
| Cardan Capital Partners, LLC | 157,489 | $14,864,000 | 3.31% |
| Jacobus Wealth Management, Inc. | 119,169 | $11,247,000 | 3.29% |