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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 909,035 | $25,762,000 | 10.81% |
| INSPIRION WEALTH ADVISORS, LLC | 648,063 | $18,366,000 | 7.21% |
| SVA Wealth Management, LLC | 2,062,295 | $58,445,000 | 6.24% |
| Linscomb Wealth, Inc. | 2,377,334 | $67,374,000 | 4.93% |
| Private Wealth Strategies, L.L.C. | 360,619 | $10,220,000 | 4.53% |
| IAG Wealth Partners, LLC | 303,526 | $8,602,000 | 4.17% |
| Financial Insights, Inc. | 109,536 | $4,325,000 | 3.84% |
| Paracle Advisors, LLC | 518,773 | $14,702,000 | 3.43% |
| CAPITAL WEALTH MANAGEMENT, LLC | 79,809 | $2,262,000 | 2.41% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 115,732 | $3,280,000 | 2.24% |