WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 348 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $308,000 | -6.7% | 8,090 | -11.3% | 0.07% | -16.0% |
| Q3 2019 | $330,000 | -2.1% | 9,125 | -2.0% | 0.08% | -2.4% |
| Q2 2019 | $337,000 | -5.1% | 9,315 | -6.1% | 0.08% | -2.4% |
| Q1 2019 | $355,000 | +12.3% | 9,915 | -0.8% | 0.08% | -15.8% |
| Q4 2018 | $316,000 | -21.0% | 9,995 | -7.9% | 0.10% | +4.1% |
| Q3 2018 | $400,000 | -2.7% | 10,855 | -5.5% | 0.10% | -13.4% |
| Q2 2018 | $411,000 | -0.5% | 11,485 | -5.1% | 0.11% | +4.7% |
| Q1 2018 | $413,000 | -7.0% | 12,100 | -3.8% | 0.11% | +10.3% |
| Q4 2017 | $444,000 | +9.9% | 12,580 | +211.0% | 0.10% | +5.4% |
| Q3 2017 | $404,000 | -9.8% | 4,045 | -11.8% | 0.09% | -14.0% |
| Q2 2017 | $448,000 | +4.4% | 4,585 | +4.2% | 0.11% | +5.9% |
| Q1 2017 | $429,000 | +26.5% | 4,400 | +22.6% | 0.10% | +11.0% |
| Q4 2016 | $339,000 | +34.5% | 3,590 | +29.4% | 0.09% | +54.2% |
| Q3 2016 | $252,000 | -7.7% | 2,775 | -9.2% | 0.06% | -7.8% |
| Q2 2016 | $273,000 | +33.8% | 3,055 | +20.8% | 0.06% | +39.1% |
| Q4 2015 | $204,000 | +1.5% | 2,530 | -2.3% | 0.05% | -2.1% |
| Q3 2015 | $201,000 | -43.2% | 2,590 | -39.6% | 0.05% | -31.9% |
| Q2 2015 | $354,000 | -38.4% | 4,285 | -35.9% | 0.07% | -34.3% |
| Q1 2015 | $575,000 | +69.1% | 6,685 | +64.5% | 0.10% | +45.8% |
| Q4 2014 | $340,000 | – | 4,065 | – | 0.07% | – |
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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 Wealth, 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% |