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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |