WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 270 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $7,000 | -99.8% | 171 | -99.9% | 0.00% | -99.8% |
| Q2 2020 | $3,501,000 | -42.7% | 123,544 | -51.2% | 1.16% | -52.0% |
| Q1 2020 | $6,110,000 | -35.2% | 252,906 | +2.1% | 2.42% | -19.8% |
| Q4 2019 | $9,422,000 | +5.8% | 247,688 | +1.0% | 3.01% | -2.7% |
| Q3 2019 | $8,905,000 | +4.8% | 245,250 | +4.5% | 3.09% | -2.1% |
| Q2 2019 | $8,499,000 | +6.1% | 234,775 | +4.9% | 3.16% | -6.1% |
| Q1 2019 | $8,012,000 | +20.2% | 223,848 | +6.2% | 3.36% | -2.7% |
| Q4 2018 | $6,668,000 | -14.3% | 210,812 | -0.1% | 3.46% | -3.9% |
| Q3 2018 | $7,783,000 | +310.5% | 211,039 | +298.5% | 3.60% | +241.6% |
| Q2 2018 | $1,896,000 | +9.5% | 52,961 | +4.3% | 1.05% | +2.6% |
| Q1 2018 | $1,732,000 | -3.3% | 50,766 | -0.0% | 1.03% | -20.2% |
| Q4 2017 | $1,791,000 | – | 50,769 | – | 1.29% | – |
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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% |