WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 260 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $9,000 | -40.0% | 413 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $15,000 | -82.4% | 413 | -82.4% | 0.00% | -85.7% |
| Q3 2019 | $85,000 | -33.6% | 2,348 | -33.9% | 0.01% | -36.4% |
| Q2 2019 | $128,000 | -85.4% | 3,551 | -85.5% | 0.01% | -86.6% |
| Q1 2019 | $876,000 | +534.8% | 24,481 | +478.3% | 0.08% | +446.7% |
| Q4 2018 | $138,000 | -11.5% | 4,233 | 0.0% | 0.02% | -11.8% |
| Q3 2018 | $156,000 | +3.3% | 4,233 | 0.0% | 0.02% | +6.2% |
| Q2 2018 | $151,000 | +4.9% | 4,233 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $144,000 | -28.7% | 4,233 | -26.2% | 0.02% | -27.3% |
| Q4 2017 | $202,000 | +5.2% | 5,733 | +200.0% | 0.02% | 0.0% |
| Q3 2017 | $192,000 | +1.1% | 1,911 | -1.8% | 0.02% | -4.3% |
| Q2 2017 | $190,000 | +0.5% | 1,946 | 0.0% | 0.02% | -4.2% |
| Q1 2017 | $189,000 | +8.6% | 1,946 | +5.5% | 0.02% | -4.0% |
| Q4 2016 | $174,000 | +17.6% | 1,844 | +12.6% | 0.02% | +13.6% |
| Q3 2016 | $148,000 | +190.2% | 1,637 | +184.7% | 0.02% | +144.4% |
| Q2 2016 | $51,000 | +4.1% | 575 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $49,000 | -5.8% | 575 | -11.5% | 0.01% | -18.2% |
| Q4 2015 | $52,000 | 0.0% | 650 | 0.0% | 0.01% | -8.3% |
| Q3 2015 | $52,000 | -3.7% | 650 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $54,000 | -3.6% | 650 | 0.0% | 0.01% | -52.0% |
| Q1 2015 | $56,000 | +5.7% | 650 | 0.0% | 0.02% | +66.7% |
| Q2 2014 | $53,000 | +6.0% | 650 | 0.0% | 0.02% | -6.2% |
| Q1 2014 | $50,000 | +4.2% | 650 | 0.0% | 0.02% | -5.9% |
| Q4 2013 | $48,000 | +6.7% | 650 | 0.0% | 0.02% | 0.0% |
| Q3 2013 | $45,000 | – | 650 | 0.0% | 0.02% | – |
| Q2 2013 | $0 | – | 650 | – | 0.00% | – |
Download | ||||||
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% |