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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $293,000 | -16.0% | 7,511 | -4.3% | 0.15% | -6.4% |
| Q1 2022 | $349,000 | -7.2% | 7,850 | -7.3% | 0.16% | -7.1% |
| Q4 2021 | $376,000 | +29.7% | 8,468 | +19.5% | 0.17% | +11.2% |
| Q3 2021 | $290,000 | -18.3% | 7,084 | -24.0% | 0.15% | -57.3% |
| Q4 2019 | $355,000 | -3.3% | 9,324 | -7.7% | 0.36% | +6.0% |
| Q3 2019 | $367,000 | -9.8% | 10,107 | -10.1% | 0.34% | -16.2% |
| Q2 2019 | $407,000 | -23.9% | 11,238 | -24.9% | 0.40% | -15.0% |
| Q1 2019 | $535,000 | +48.6% | 14,961 | +31.3% | 0.47% | +53.7% |
| Q4 2018 | $360,000 | +27.2% | 11,395 | +48.8% | 0.31% | +25.8% |
| Q3 2018 | $283,000 | -2.4% | 7,660 | -5.5% | 0.24% | -21.3% |
| Q2 2018 | $290,000 | -99.9% | 8,102 | +25.3% | 0.31% | +32.5% |
| Q1 2018 | $243,000,000 | – | 6,467 | – | 0.23% | – |
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% |