WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 260 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $356,000 | -1.4% | 8,595 | 0.0% | 0.22% | +2.9% |
| Q2 2021 | $361,000 | -12.2% | 8,595 | -15.5% | 0.21% | -18.0% |
| Q1 2021 | $411,000 | +39.8% | 10,173 | 0.0% | 0.26% | +15.9% |
| Q4 2020 | $294,000 | -0.7% | 10,173 | 0.0% | 0.22% | 0.0% |
| Q3 2020 | $296,000 | +2.8% | 10,173 | 0.0% | 0.22% | -16.3% |
| Q2 2020 | $288,000 | -43.4% | 10,173 | -47.5% | 0.26% | -45.1% |
| Q1 2020 | $509,000 | -63.0% | 19,377 | -46.9% | 0.48% | -52.1% |
| Q4 2019 | $1,377,000 | -1.1% | 36,522 | -4.8% | 1.00% | -21.1% |
| Q3 2019 | $1,393,000 | -1.3% | 38,372 | -1.5% | 1.27% | -2.3% |
| Q2 2019 | $1,412,000 | 0.0% | 38,942 | 0.0% | 1.30% | -8.6% |
| Q1 2019 | $1,412,000 | +9.4% | 38,942 | 0.0% | 1.42% | -19.8% |
| Q4 2018 | $1,291,000 | -6.9% | 38,942 | -3.7% | 1.77% | +0.1% |
| Q3 2018 | $1,387,000 | -7.0% | 40,442 | -3.0% | 1.77% | +2.4% |
| Q2 2018 | $1,492,000 | -37.3% | 41,679 | -40.2% | 1.73% | -7.3% |
| Q1 2018 | $2,380,000 | -6.3% | 69,754 | -1.6% | 1.86% | +2.4% |
| Q4 2017 | $2,540,000 | – | 70,854 | – | 1.82% | – |
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% |