WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 260 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $19,000 | -50.0% | 606 | -41.8% | 0.01% | -40.0% |
| Q3 2018 | $38,000 | +2.7% | 1,041 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $37,000 | -2.6% | 1,041 | -6.2% | 0.01% | -23.1% |
| Q1 2018 | $38,000 | -71.9% | 1,110 | -71.0% | 0.01% | -61.8% |
| Q4 2017 | $135,000 | -6.9% | 3,834 | +164.0% | 0.03% | -30.6% |
| Q3 2017 | $145,000 | -5.8% | 1,452 | -7.6% | 0.05% | -7.5% |
| Q2 2017 | $154,000 | -24.5% | 1,571 | -24.7% | 0.05% | -30.3% |
| Q1 2017 | $204,000 | -38.9% | 2,087 | -40.4% | 0.08% | -61.2% |
| Q4 2016 | $334,000 | – | 3,502 | – | 0.20% | – |
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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% |