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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $3,115,000 | +1.6% | 84,472 | -1.3% | 0.35% | +2.0% |
| Q2 2018 | $3,065,000 | +12.5% | 85,601 | +7.2% | 0.34% | +11.8% |
| Q1 2018 | $2,724,000 | -7.9% | 79,830 | -4.8% | 0.31% | -5.6% |
| Q4 2017 | $2,958,000 | +2.5% | 83,854 | +190.4% | 0.32% | -2.7% |
| Q3 2017 | $2,886,000 | +1.5% | 28,875 | -0.7% | 0.33% | -13.5% |
| Q2 2017 | $2,842,000 | +3.8% | 29,073 | +3.5% | 0.38% | +17.0% |
| Q1 2017 | $2,739,000 | +5.4% | 28,082 | +2.0% | 0.33% | +0.3% |
| Q4 2016 | $2,598,000 | +5.7% | 27,525 | +1.7% | 0.33% | +2.2% |
| Q3 2016 | $2,459,000 | +6.7% | 27,055 | +5.1% | 0.32% | +3.2% |
| Q2 2016 | $2,305,000 | +27.6% | 25,751 | +22.8% | 0.31% | +23.9% |
| Q1 2016 | $1,806,000 | +11.6% | 20,978 | +4.3% | 0.25% | +9.6% |
| Q4 2015 | $1,619,000 | +7.5% | 20,105 | +3.6% | 0.23% | +4.1% |
| Q3 2015 | $1,506,000 | -4.7% | 19,398 | +1.4% | 0.22% | +2.8% |
| Q2 2015 | $1,581,000 | -0.4% | 19,129 | +3.7% | 0.21% | +0.5% |
| Q1 2015 | $1,588,000 | +12.9% | 18,452 | +11.3% | 0.21% | +10.4% |
| Q4 2014 | $1,406,000 | +21.4% | 16,572 | +12.0% | 0.19% | +14.9% |
| Q3 2014 | $1,158,000 | -1.7% | 14,793 | +2.6% | 0.17% | -0.6% |
| Q2 2014 | $1,178,000 | +18.8% | 14,422 | +12.0% | 0.17% | -1.7% |
| Q1 2014 | $992,000 | +42.5% | 12,874 | +37.9% | 0.17% | +39.8% |
| Q4 2013 | $696,000 | – | 9,334 | – | 0.12% | – |
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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% |