WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 348 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $316,000 | -91.8% | 13,076 | -87.0% | 0.17% | -89.5% |
Q4 2019 | $3,832,000 | -7.6% | 100,734 | -11.8% | 1.64% | -19.8% |
Q3 2019 | $4,148,000 | +1.2% | 114,226 | +0.9% | 2.04% | -4.1% |
Q2 2019 | $4,098,000 | +24.7% | 113,199 | +23.3% | 2.13% | +5.2% |
Q1 2019 | $3,285,000 | +19.8% | 91,782 | +5.9% | 2.02% | -6.6% |
Q4 2018 | $2,741,000 | – | 86,667 | – | 2.16% | – |
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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% |