WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 265 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $2,262,000 | +8.0% | 79,809 | -7.9% | 2.41% | -8.2% |
| Q1 2020 | $2,094,000 | -42.6% | 86,643 | -9.7% | 2.62% | -29.5% |
| Q4 2019 | $3,651,000 | +5.1% | 95,967 | +0.3% | 3.72% | +0.3% |
| Q3 2019 | $3,475,000 | +0.3% | 95,699 | +0.0% | 3.71% | +7.6% |
| Q2 2019 | $3,463,000 | -0.9% | 95,665 | -2.1% | 3.45% | -1.1% |
| Q1 2019 | $3,496,000 | +19.5% | 97,676 | +5.6% | 3.49% | +9.2% |
| Q4 2018 | $2,925,000 | -15.2% | 92,491 | -1.1% | 3.20% | +5.9% |
| Q3 2018 | $3,451,000 | -1.0% | 93,567 | -3.9% | 3.02% | -4.8% |
| Q2 2018 | $3,487,000 | +4.7% | 97,407 | -0.2% | 3.18% | +1.9% |
| Q1 2018 | $3,330,000 | -9.9% | 97,608 | -6.8% | 3.12% | -2.2% |
| Q4 2017 | $3,696,000 | – | 104,753 | – | 3.19% | – |
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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% |