WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 260 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $997,535 | -1.1% | 24,342 | -0.7% | 0.67% | -6.2% |
| Q4 2022 | $1,008,424 | +3.5% | 24,512 | -5.2% | 0.71% | +3.9% |
| Q3 2022 | $974,000 | -6.8% | 25,857 | -3.5% | 0.68% | -0.7% |
| Q2 2022 | $1,045,000 | -14.8% | 26,797 | -3.0% | 0.69% | +2.5% |
| Q1 2022 | $1,227,000 | -0.3% | 27,613 | -0.5% | 0.67% | +2.3% |
| Q4 2021 | $1,231,000 | +7.4% | 27,743 | +0.3% | 0.66% | -0.2% |
| Q3 2021 | $1,146,000 | +27.1% | 27,648 | -11.3% | 0.66% | -12.6% |
| Q3 2020 | $902,000 | -6.4% | 31,181 | -8.3% | 0.75% | -13.4% |
| Q2 2020 | $964,000 | +15.7% | 34,001 | -1.4% | 0.87% | -9.0% |
| Q1 2020 | $833,000 | -23.4% | 34,469 | +20.5% | 0.96% | -0.3% |
| Q4 2019 | $1,088,000 | +2.6% | 28,609 | -2.0% | 0.96% | -4.1% |
| Q3 2019 | $1,060,000 | +5.1% | 29,199 | +4.7% | 1.00% | +3.7% |
| Q2 2019 | $1,009,000 | +23.7% | 27,879 | +25.9% | 0.96% | +14.8% |
| Q2 2018 | $816,000 | +9.4% | 22,135 | +1.3% | 0.84% | -14.7% |
| Q1 2018 | $746,000 | – | 21,858 | – | 0.98% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 909,035 | $25,762,000 | 10.81% |
| INSPIRION WEALTH ADVISORS, LLC | 648,063 | $18,366,000 | 7.21% |
| SVA Wealth Management, LLC | 2,062,295 | $58,445,000 | 6.24% |
| Linscomb Wealth, Inc. | 2,377,334 | $67,374,000 | 4.93% |
| Private Wealth Strategies, L.L.C. | 360,619 | $10,220,000 | 4.53% |
| IAG Wealth Partners, LLC | 303,526 | $8,602,000 | 4.17% |
| Financial Insights, Inc. | 109,536 | $4,325,000 | 3.84% |
| Paracle Advisors, LLC | 518,773 | $14,702,000 | 3.43% |
| CAPITAL WEALTH MANAGEMENT, LLC | 79,809 | $2,262,000 | 2.41% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 115,732 | $3,280,000 | 2.24% |