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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $580,000 | +12.0% | 15,234 | +6.7% | 0.16% | -1.9% |
| Q3 2019 | $518,000 | +0.4% | 14,271 | +0.0% | 0.16% | -5.4% |
| Q2 2019 | $516,000 | -0.2% | 14,265 | -1.2% | 0.17% | -8.7% |
| Q1 2019 | $517,000 | +31.9% | 14,441 | +16.5% | 0.18% | +4.0% |
| Q4 2018 | $392,000 | -16.8% | 12,393 | -3.4% | 0.18% | -8.3% |
| Q3 2018 | $471,000 | +32.3% | 12,832 | +28.6% | 0.19% | -3.0% |
| Q2 2018 | $356,000 | +4.1% | 9,979 | -2.5% | 0.20% | +4.7% |
| Q1 2018 | $342,000 | -40.2% | 10,231 | -38.1% | 0.19% | -46.5% |
| Q4 2017 | $572,000 | – | 16,530 | – | 0.36% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Noven Financial Group, Inc. | 208,021 | $18,618,000 | 12.53% |
| NewFocus Financial Group, LLC | 106,024 | $9,489,000 | 7.01% |
| TMD & ASSOCIATES, INC | 82,365 | $7,372,000 | 6.52% |
| Linscomb Wealth, Inc. | 683,101 | $61,138,000 | 6.16% |
| Live Your Vision, LLC | 97,483 | $8,725,000 | 3.98% |
| INSPIRION WEALTH ADVISORS, LLC | 62,439 | $5,588,000 | 3.65% |
| Cardan Capital Partners, LLC | 149,076 | $13,342,000 | 3.28% |
| New England Investment & Retirement Group, Inc. | 61,567 | $5,510,000 | 3.26% |
| Jacobus Wealth Management, Inc. | 115,848 | $10,368,000 | 3.16% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 36,620 | $3,278,000 | 3.00% |