WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 270 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $214,000 | 0.0% | 5,098 | -3.5% | 0.02% | -11.8% |
| Q1 2021 | $214,000 | -6.1% | 5,285 | -43.3% | 0.02% | -37.0% |
| Q1 2020 | $228,000 | -41.8% | 9,315 | -9.4% | 0.03% | +68.8% |
| Q4 2019 | $392,000 | +6.8% | 10,276 | +1.6% | 0.02% | -57.9% |
| Q3 2019 | $367,000 | +5.8% | 10,112 | +5.5% | 0.04% | +8.6% |
| Q2 2019 | $347,000 | -14.7% | 9,587 | -15.6% | 0.04% | -22.2% |
| Q1 2019 | $407,000 | -3.6% | 11,358 | -15.0% | 0.04% | -15.1% |
| Q4 2018 | $422,000 | +2.4% | 13,356 | +19.6% | 0.05% | +17.8% |
| Q3 2018 | $412,000 | +3.0% | 11,163 | 0.0% | 0.04% | +55.2% |
| Q2 2018 | $400,000 | -4.5% | 11,163 | -9.0% | 0.03% | -9.4% |
| Q1 2018 | $419,000 | -2.6% | 12,267 | +0.6% | 0.03% | -3.0% |
| Q4 2017 | $430,000 | +5.9% | 12,189 | +200.0% | 0.03% | -8.3% |
| Q3 2017 | $406,000 | +3.6% | 4,063 | 0.0% | 0.04% | -40.0% |
| Q2 2017 | $392,000 | 0.0% | 4,063 | 0.0% | 0.06% | +50.0% |
| Q1 2017 | $392,000 | +2.3% | 4,063 | 0.0% | 0.04% | -18.4% |
| Q4 2016 | $383,000 | – | 4,063 | – | 0.05% | – |
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% |