WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 272 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $367,000 | +4.9% | 9,651 | 0.0% | 0.05% | -6.0% |
| Q3 2019 | $350,000 | +0.3% | 9,651 | 0.0% | 0.05% | -7.4% |
| Q2 2019 | $349,000 | +1.2% | 9,651 | 0.0% | 0.05% | -3.6% |
| Q1 2019 | $345,000 | +13.1% | 9,651 | 0.0% | 0.06% | +3.7% |
| Q4 2018 | $305,000 | -14.3% | 9,651 | 0.0% | 0.05% | -8.5% |
| Q3 2018 | $356,000 | +2.9% | 9,651 | 0.0% | 0.06% | -1.7% |
| Q2 2018 | $346,000 | +5.2% | 9,651 | 0.0% | 0.06% | -1.6% |
| Q1 2018 | $329,000 | -3.2% | 9,651 | 0.0% | 0.06% | +5.2% |
| Q4 2017 | $340,000 | +5.6% | 9,651 | +200.0% | 0.06% | -4.9% |
| Q3 2017 | $322,000 | +2.5% | 3,217 | 0.0% | 0.06% | +27.1% |
| Q2 2017 | $314,000 | 0.0% | 3,217 | 0.0% | 0.05% | -2.0% |
| Q1 2017 | $314,000 | +3.3% | 3,217 | 0.0% | 0.05% | -9.3% |
| Q4 2016 | $304,000 | -2.9% | 3,217 | -6.6% | 0.05% | -6.9% |
| Q3 2016 | $313,000 | – | 3,445 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Noven Financial Group, Inc. | 651,009 | $24,009,000 | 11.99% |
| RELIANCE TRUST CO | 13,146 | $485,000 | 9.59% |
| INSPIRION WEALTH ADVISORS, LLC | 560,077 | $20,656,000 | 8.76% |
| TMD & ASSOCIATES, INC | 212,624 | $7,842,000 | 5.59% |
| Linscomb Wealth, Inc. | 1,763,979 | $65,056,000 | 5.34% |
| SVA Wealth Management, LLC | 1,077,220 | $39,728,000 | 4.04% |
| Certified Advisory Corp | 211,039 | $7,783,000 | 3.60% |
| Financial Planning & Information Services, Inc. | 239,595 | $8,836,000 | 3.42% |
| CAPITAL WEALTH MANAGEMENT, LLC | 93,567 | $3,451,000 | 3.02% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 103,555 | $3,819,000 | 2.95% |