WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 290 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |