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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $446,000 | +4.7% | 11,731 | +0.1% | 0.15% | -14.0% |
| Q3 2019 | $426,000 | -4.7% | 11,725 | -5.0% | 0.18% | -1.7% |
| Q2 2019 | $447,000 | -5.1% | 12,343 | -6.2% | 0.18% | -15.8% |
| Q1 2019 | $471,000 | +12.4% | 13,160 | -0.8% | 0.22% | -10.4% |
| Q4 2018 | $419,000 | -20.5% | 13,260 | -7.2% | 0.24% | -30.4% |
| Q3 2018 | $527,000 | +2.5% | 14,288 | -0.4% | 0.34% | +0.9% |
| Q2 2018 | $514,000 | +17.4% | 14,349 | +11.7% | 0.34% | +42.5% |
| Q1 2018 | $438,000 | -1.6% | 12,841 | +1.9% | 0.24% | +2.6% |
| Q4 2017 | $445,000 | +10.4% | 12,605 | +212.9% | 0.23% | +4.5% |
| Q3 2017 | $403,000 | -15.0% | 4,028 | -17.0% | 0.22% | -18.2% |
| Q2 2017 | $474,000 | -6.3% | 4,852 | -6.5% | 0.27% | -1.8% |
| Q1 2017 | $506,000 | -91.1% | 5,187 | -91.3% | 0.28% | -91.0% |
| Q4 2016 | $5,655,000 | +2.2% | 59,916 | -1.6% | 3.10% | +2.1% |
| Q3 2016 | $5,531,000 | +0.4% | 60,861 | -1.1% | 3.03% | -6.9% |
| Q2 2016 | $5,510,000 | -1.6% | 61,567 | -5.3% | 3.26% | +6.2% |
| Q1 2016 | $5,600,000 | -52.4% | 65,033 | -55.5% | 3.07% | -50.6% |
| Q4 2015 | $11,761,000 | +3.7% | 146,082 | -0.0% | 6.20% | +14.4% |
| Q3 2015 | $11,345,000 | -12.3% | 146,083 | -5.3% | 5.42% | -12.2% |
| Q2 2015 | $12,929,000 | -17.9% | 154,189 | -15.8% | 6.17% | -11.4% |
| Q1 2015 | $15,757,000 | -2.1% | 183,052 | -4.7% | 6.97% | +10.5% |
| Q4 2014 | $16,091,000 | +11.4% | 192,158 | +4.2% | 6.30% | -2.7% |
| Q3 2014 | $14,441,000 | +2.7% | 184,487 | +3.7% | 6.48% | -15.2% |
| Q2 2014 | $14,057,000 | +24.6% | 177,856 | +21.5% | 7.64% | +10.8% |
| Q1 2014 | $11,283,000 | +0.7% | 146,418 | -2.5% | 6.90% | -1.1% |
| Q4 2013 | $11,209,000 | +7.5% | 150,235 | +0.1% | 6.97% | +9.5% |
| Q3 2013 | $10,430,000 | +18.0% | 150,026 | +11.2% | 6.36% | +14.6% |
| Q2 2013 | $8,842,000 | – | 134,869 | – | 5.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 930,278 | $38,560,000 | 10.49% |
| JD Financial Services Inc. | 163,620 | $6,782,000 | 6.19% |
| Financial Insights, Inc. | 139,106 | $5,766,000 | 5.30% |
| Linscomb Wealth, Inc. | 2,420,622 | $100,335,000 | 5.17% |
| IAG Wealth Partners, LLC | 342,375 | $14,192,000 | 5.05% |
| Ten Capital Wealth Advisors, LLC | 253,327 | $10,500,000 | 4.91% |
| Private Wealth Strategies, L.L.C. | 258,403 | $10,704,000 | 2.68% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 122,035 | $5,058,000 | 2.55% |
| Concord Wealth Partners | 142,573 | $5,910,000 | 2.42% |
| JNBA Financial Advisors | 391,308 | $16,220,000 | 2.18% |