WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 299 filers reported holding WISDOMTREE TR in Q2 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 ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,037,876 | $39,097,000 | 9.47% |
| Melone Private Wealth, LLC | 224,141 | $8,860,000 | 7.74% |
| IAG Wealth Partners, LLC | 434,847 | $16,381,000 | 5.44% |
| Linscomb & Williams, Inc. | 2,283,773 | $86,030,000 | 5.22% |
| Marion Wealth Management | 168,414 | $6,344,000 | 3.26% |
| Concord Wealth Partners | 234,313 | $8,827,000 | 2.80% |
| Private Wealth Strategies, L.L.C. | 241,476 | $9,103,000 | 2.66% |
| Apeiron RIA LLC | 147,714 | $5,745,000 | 2.64% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 118,937 | $4,480,000 | 2.55% |
| Bickling Financial Services, Inc. | 93,904 | $3,538,000 | 2.38% |