WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 305 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $6,285,000 | +28.1% | 260,144 | +101.7% | 2.90% | +51.5% |
| Q4 2019 | $4,906,000 | +3.0% | 128,973 | -1.7% | 1.92% | -8.4% |
| Q3 2019 | $4,764,000 | -1.4% | 131,205 | -1.7% | 2.09% | -6.5% |
| Q2 2019 | $4,833,000 | +1.1% | 133,517 | 0.0% | 2.24% | -6.2% |
| Q1 2019 | $4,779,000 | +11.1% | 133,517 | -1.8% | 2.38% | -6.1% |
| Q4 2018 | $4,301,000 | -15.5% | 135,983 | -1.5% | 2.54% | -7.7% |
| Q3 2018 | $5,092,000 | +2.4% | 138,059 | -0.6% | 2.75% | -8.2% |
| Q2 2018 | $4,974,000 | +2.7% | 138,929 | -2.1% | 3.00% | -1.4% |
| Q1 2018 | $4,841,000 | -6.9% | 141,890 | -3.7% | 3.04% | -4.0% |
| Q4 2017 | $5,197,000 | +5.2% | 147,300 | +198.0% | 3.17% | -1.3% |
| Q3 2017 | $4,940,000 | -3.2% | 49,426 | -5.3% | 3.21% | +11.3% |
| Q2 2017 | $5,103,000 | -52.2% | 52,205 | -52.4% | 2.88% | -56.3% |
| Q1 2017 | $10,686,000 | +2.9% | 109,562 | -0.4% | 6.59% | -5.8% |
| Q4 2016 | $10,381,000 | +7.2% | 109,995 | +3.2% | 7.00% | -0.3% |
| Q3 2016 | $9,683,000 | +2.0% | 106,546 | +0.5% | 7.02% | +0.0% |
| Q2 2016 | $9,489,000 | +9.4% | 106,024 | +5.3% | 7.01% | +10.5% |
| Q1 2016 | $8,671,000 | +17.6% | 100,694 | +10.0% | 6.35% | +23.8% |
| Q4 2015 | $7,371,000 | -3.0% | 91,556 | -6.5% | 5.13% | -12.2% |
| Q3 2015 | $7,601,000 | -2.2% | 97,879 | +4.0% | 5.84% | +16.6% |
| Q2 2015 | $7,775,000 | -1.4% | 94,075 | +2.7% | 5.01% | +2.0% |
| Q1 2015 | $7,882,000 | +963.7% | 91,567 | +935.4% | 4.91% | +861.6% |
| Q4 2014 | $741,000 | – | 8,844 | – | 0.51% | – |
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% |