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 2023 | $696,115 | +6.4% | 16,995 | +9.2% | 0.02% | +5.0% |
| Q2 2023 | $654,466 | +115.9% | 15,564 | +110.4% | 0.02% | +100.0% |
| Q1 2023 | $303,129 | +3.1% | 7,397 | -28.8% | 0.01% | -58.3% |
| Q2 2020 | $294,000 | +18.1% | 10,384 | +0.8% | 0.02% | -11.1% |
| Q1 2020 | $249,000 | -86.7% | 10,304 | -79.1% | 0.03% | -79.1% |
| Q4 2019 | $1,871,000 | -7.1% | 49,194 | -11.3% | 0.13% | -8.5% |
| Q3 2019 | $2,013,000 | -23.7% | 55,442 | -23.9% | 0.14% | -28.4% |
| Q2 2019 | $2,639,000 | -4.5% | 72,892 | -5.6% | 0.20% | -11.3% |
| Q1 2019 | $2,764,000 | +24.7% | 77,222 | +10.2% | 0.22% | -14.9% |
| Q4 2018 | $2,217,000 | -15.1% | 70,091 | -1.0% | 0.26% | +10.1% |
| Q3 2018 | $2,612,000 | -0.5% | 70,826 | -3.4% | 0.24% | -5.6% |
| Q2 2018 | $2,626,000 | +3.3% | 73,343 | -1.6% | 0.25% | -6.7% |
| Q1 2018 | $2,543,000 | +2.6% | 74,528 | +6.1% | 0.27% | -33.1% |
| Q4 2017 | $2,478,000 | +5.9% | 70,229 | +200.0% | 0.40% | +0.5% |
| Q3 2017 | $2,340,000 | +34.6% | 23,412 | +31.7% | 0.40% | +24.2% |
| Q2 2017 | $1,738,000 | +1.9% | 17,777 | +1.6% | 0.32% | +1.3% |
| Q1 2017 | $1,706,000 | -4.4% | 17,492 | -7.5% | 0.32% | -23.0% |
| Q4 2016 | $1,785,000 | +4.6% | 18,915 | +0.8% | 0.41% | -3.1% |
| Q3 2016 | $1,706,000 | -14.9% | 18,770 | -14.0% | 0.43% | -34.6% |
| Q2 2016 | $2,004,000 | +27.7% | 21,820 | +19.7% | 0.65% | +15.8% |
| Q1 2016 | $1,569,000 | -22.4% | 18,223 | -27.4% | 0.56% | -22.6% |
| Q4 2015 | $2,022,000 | +82.0% | 25,115 | +75.5% | 0.73% | +95.7% |
| Q3 2015 | $1,111,000 | +15.0% | 14,310 | +22.5% | 0.37% | -42.9% |
| Q2 2015 | $966,000 | +132.2% | 11,685 | +142.7% | 0.65% | +47.7% |
| Q1 2015 | $416,000 | +37.7% | 4,815 | +33.6% | 0.44% | +35.8% |
| Q4 2014 | $302,000 | – | 3,605 | – | 0.32% | – |
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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% |