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 2021 | $946,000 | +3.7% | 22,811 | +4.9% | 0.53% | +3.7% |
| Q2 2021 | $912,000 | -4.6% | 21,748 | -8.1% | 0.51% | -11.6% |
| Q1 2021 | $956,000 | +7.9% | 23,653 | -7.1% | 0.58% | -2.5% |
| Q4 2020 | $886,000 | +17.5% | 25,466 | -2.3% | 0.59% | +3.1% |
| Q3 2020 | $754,000 | +3.7% | 26,070 | +1.6% | 0.58% | -4.3% |
| Q2 2020 | $727,000 | +31.9% | 25,653 | +12.5% | 0.60% | +9.5% |
| Q1 2020 | $551,000 | -33.5% | 22,806 | +4.8% | 0.55% | -13.5% |
| Q4 2019 | $828,000 | -5.3% | 21,757 | -9.6% | 0.64% | -9.7% |
| Q3 2019 | $874,000 | -7.9% | 24,072 | -8.2% | 0.70% | -8.5% |
| Q2 2019 | $949,000 | -11.5% | 26,213 | -12.5% | 0.77% | -17.3% |
| Q1 2019 | $1,072,000 | +25.5% | 29,951 | +11.0% | 0.93% | -7.1% |
| Q4 2018 | $854,000 | -22.5% | 26,984 | -9.7% | 1.00% | -10.8% |
| Q3 2018 | $1,102,000 | -9.2% | 29,880 | -11.8% | 1.12% | +0.3% |
| Q2 2018 | $1,213,000 | -10.1% | 33,871 | -14.3% | 1.12% | -12.7% |
| Q1 2018 | $1,349,000 | -3.4% | 39,535 | -0.2% | 1.28% | -4.1% |
| Q4 2017 | $1,397,000 | – | 39,598 | – | 1.34% | – |
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% |