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 2018 | $1,276,000 | -28.9% | 37,405 | -26.4% | 0.82% | -26.0% |
| Q4 2017 | $1,794,000 | +10.0% | 50,843 | +211.5% | 1.11% | +3.1% |
| Q3 2017 | $1,631,000 | +7.6% | 16,320 | +5.2% | 1.08% | +4.1% |
| Q2 2017 | $1,516,000 | +34.2% | 15,513 | +33.9% | 1.04% | +26.0% |
| Q1 2017 | $1,130,000 | -28.4% | 11,586 | -30.7% | 0.82% | -37.8% |
| Q4 2016 | $1,578,000 | +41.7% | 16,722 | +36.4% | 1.32% | +56.3% |
| Q3 2016 | $1,114,000 | +70.6% | 12,259 | +67.9% | 0.85% | +57.0% |
| Q2 2016 | $653,000 | +15.0% | 7,303 | +10.7% | 0.54% | +1.5% |
| Q1 2016 | $568,000 | – | 6,597 | – | 0.53% | – |
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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 & Williams, 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% |