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 2023 | $296 | -99.8% | 7,232 | +65.0% | 0.02% | +228.6% |
| Q1 2021 | $189,000 | +21.9% | 4,383 | -1.3% | 0.01% | 0.0% |
| Q4 2020 | $155,000 | +14.8% | 4,439 | -4.8% | 0.01% | 0.0% |
| Q3 2020 | $135,000 | -30.8% | 4,665 | -32.2% | 0.01% | -36.4% |
| Q2 2020 | $195,000 | -31.3% | 6,885 | -41.4% | 0.01% | -47.6% |
| Q1 2020 | $284,000 | -50.8% | 11,753 | -22.5% | 0.02% | -52.3% |
| Q4 2019 | $577,000 | -2.5% | 15,169 | -7.0% | 0.04% | -10.2% |
| Q3 2019 | $592,000 | -47.3% | 16,303 | -48.1% | 0.05% | -60.8% |
| Q1 2019 | $1,123,000 | +11.7% | 31,385 | -1.2% | 0.12% | -12.0% |
| Q4 2018 | $1,005,000 | – | 31,772 | – | 0.14% | – |
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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% |