WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 348 filers reported holding WISDOMTREE TR in Q4 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 ↓ |
|---|---|---|---|
| Noven Financial Group, Inc. | 161,765 | $15,267,000 | 10.46% |
| RELIANCE TRUST CO | 7,496 | $717,000 | 7.60% |
| NewFocus Financial Group, LLC | 109,995 | $10,381,000 | 7.00% |
| Linscomb Wealth, Inc. | 693,358 | $65,439,000 | 6.09% |
| Coyle Financial Counsel LLC | 28,531 | $2,693,000 | 5.80% |
| TMD & ASSOCIATES, INC | 67,370 | $6,358,000 | 5.52% |
| INSPIRION WEALTH ADVISORS, LLC | 72,848 | $6,875,000 | 4.36% |
| Live Your Vision, LLC | 96,775 | $9,134,000 | 3.88% |
| Cardan Capital Partners, LLC | 157,489 | $14,864,000 | 3.31% |
| Jacobus Wealth Management, Inc. | 119,169 | $11,247,000 | 3.29% |