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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $512,000 | -10.0% | 13,139 | +2.5% | 0.34% | +1.2% |
| Q1 2022 | $569,000 | +7.6% | 12,818 | +7.6% | 0.34% | +15.3% |
| Q4 2021 | $529,000 | +7.3% | 11,916 | +0.3% | 0.29% | -0.7% |
| Q3 2021 | $493,000 | -1.0% | 11,886 | +0.1% | 0.30% | +2.1% |
| Q2 2021 | $498,000 | -3.7% | 11,870 | -7.2% | 0.29% | -7.9% |
| Q1 2021 | $517,000 | +6.4% | 12,790 | -8.4% | 0.32% | +1.0% |
| Q4 2020 | $486,000 | -24.1% | 13,961 | -36.9% | 0.31% | -32.0% |
| Q3 2020 | $640,000 | -4.2% | 22,118 | -6.1% | 0.46% | -12.1% |
| Q2 2020 | $668,000 | +6.4% | 23,556 | -9.3% | 0.52% | -7.0% |
| Q1 2020 | $628,000 | -38.4% | 25,983 | -3.1% | 0.56% | -30.0% |
| Q4 2019 | $1,020,000 | +95.0% | 26,805 | +86.0% | 0.80% | +78.8% |
| Q3 2019 | $523,000 | +3.4% | 14,409 | +3.0% | 0.45% | -11.3% |
| Q2 2019 | $506,000 | -0.8% | 13,990 | -1.8% | 0.50% | -5.6% |
| Q1 2019 | $510,000 | +2.0% | 14,241 | -9.9% | 0.54% | -52.1% |
| Q4 2018 | $500,000 | -11.8% | 15,799 | -4.9% | 1.12% | +99.3% |
| Q1 2018 | $567,000 | – | 16,608 | – | 0.56% | – |
Download | ||||||
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% |