WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 290 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $330,000 | +2.2% | 11,400 | 0.0% | 0.08% | -9.4% |
| Q2 2020 | $323,000 | +17.5% | 11,400 | 0.0% | 0.08% | -6.6% |
| Q1 2020 | $275,000 | -42.6% | 11,400 | -9.5% | 0.09% | -38.1% |
| Q4 2019 | $479,000 | +13.8% | 12,600 | +8.6% | 0.15% | +5.0% |
| Q3 2019 | $421,000 | +0.2% | 11,600 | 0.0% | 0.14% | -3.4% |
| Q2 2019 | $420,000 | +1.2% | 11,600 | 0.0% | 0.14% | +2.1% |
| Q1 2019 | $415,000 | +72.9% | 11,600 | +52.6% | 0.14% | +25.7% |
| Q4 2018 | $240,000 | -1.2% | 7,600 | +15.2% | 0.11% | +48.7% |
| Q3 2018 | $243,000 | +3.0% | 6,600 | 0.0% | 0.08% | -26.2% |
| Q2 2018 | $236,000 | +25.5% | 6,600 | +20.0% | 0.10% | +68.9% |
| Q1 2018 | $188,000 | – | 5,500 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 930,278 | $38,560,000 | 10.49% |
| JD Financial Services Inc. | 163,620 | $6,782,000 | 6.19% |
| Financial Insights, Inc. | 139,106 | $5,766,000 | 5.30% |
| Linscomb Wealth, Inc. | 2,420,622 | $100,335,000 | 5.17% |
| IAG Wealth Partners, LLC | 342,375 | $14,192,000 | 5.05% |
| Ten Capital Wealth Advisors, LLC | 253,327 | $10,500,000 | 4.91% |
| Private Wealth Strategies, L.L.C. | 258,403 | $10,704,000 | 2.68% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 122,035 | $5,058,000 | 2.55% |
| Concord Wealth Partners | 142,573 | $5,910,000 | 2.42% |
| JNBA Financial Advisors | 391,308 | $16,220,000 | 2.18% |