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% | – |
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% |