WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 305 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,180,000 | +4.8% | 57,300 | 0.0% | 1.51% | +11.4% |
| Q3 2019 | $2,081,000 | -16.9% | 57,300 | -17.2% | 1.36% | -19.6% |
| Q2 2019 | $2,505,000 | -8.3% | 69,206 | -9.4% | 1.68% | -19.7% |
| Q1 2019 | $2,733,000 | -33.0% | 76,375 | -31.0% | 2.10% | +6.9% |
| Q3 2018 | $4,080,000 | +2.5% | 110,626 | -0.5% | 1.96% | -21.5% |
| Q2 2018 | $3,982,000 | – | 111,232 | – | 2.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Melone Private Wealth, LLC | 314,888 | $12,897,820 | 9.22% |
| Financial Planning & Information Services, Inc. | 1,101,183 | $45,104,439 | 8.40% |
| Coulter & Justus Financial Services, LLC | 218,411 | $8,946,112 | 6.51% |
| INVENIO WEALTH PARTNERS LLC | 155,109 | $6,353,265 | 5.78% |
| IAG Wealth Partners, LLC | 489,615 | $20,054,653 | 5.59% |
| Linscomb Wealth, Inc. | 1,994,714 | $81,703,473 | 4.78% |
| Team Financial Group, LLC | 104,962 | $4,299,253 | 3.55% |
| Marion Wealth Management | 238,136 | $9,754,064 | 3.44% |
| Private Wealth Strategies, L.L.C. | 260,518 | $10,670,804 | 2.66% |
| Soltis Investment Advisors LLC | 440,067 | $18,025,147 | 2.32% |