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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,781,000 | +0.2% | 49,056 | -0.1% | 0.66% | -3.5% |
| Q2 2019 | $1,777,000 | +1.1% | 49,092 | 0.0% | 0.69% | +0.1% |
| Q1 2019 | $1,757,000 | +8.2% | 49,092 | -4.4% | 0.68% | -9.5% |
| Q4 2018 | $1,624,000 | -12.8% | 51,368 | +167.9% | 0.76% | -21.2% |
| Q2 2017 | $1,862,000 | -6.2% | 19,173 | -6.8% | 0.96% | -7.8% |
| Q1 2017 | $1,985,000 | -3.1% | 20,571 | -4.0% | 1.04% | -10.2% |
| Q4 2016 | $2,048,000 | -8.4% | 21,427 | -14.4% | 1.16% | -15.7% |
| Q3 2016 | $2,237,000 | – | 25,042 | – | 1.38% | – |
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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% |