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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58,695 | -6.4% | 1,492 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $62,739 | +2.6% | 1,492 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $61,142 | -80.8% | 1,492 | -80.8% | 0.00% | -83.3% |
| Q4 2022 | $318,998 | +44.3% | 7,754 | +31.7% | 0.01% | +50.0% |
| Q3 2022 | $221,000 | -3.5% | 5,889 | -0.0% | 0.00% | 0.0% |
| Q2 2022 | $229,000 | -13.3% | 5,890 | -0.8% | 0.00% | 0.0% |
| Q1 2022 | $264,000 | +0.4% | 5,937 | +0.2% | 0.00% | 0.0% |
| Q4 2021 | $263,000 | -16.0% | 5,926 | -32.1% | 0.00% | -42.9% |
| Q1 2019 | $313,000 | -5.4% | 8,725 | -16.6% | 0.01% | -22.2% |
| Q4 2018 | $331,000 | +8175.0% | 10,461 | +28173.0% | 0.01% | – |
| Q3 2017 | $4,000 | – | 37 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 930,278 | $38,560,000 | 10.49% |
| JD Financial Services Inc. | 163,620 | $6,782,000 | 6.19% |
| Financial Insights, Inc. | 139,106 | $5,766,000 | 5.30% |
| Linscomb Wealth, Inc. | 2,420,622 | $100,335,000 | 5.17% |
| IAG Wealth Partners, LLC | 342,375 | $14,192,000 | 5.05% |
| Ten Capital Wealth Advisors, LLC | 253,327 | $10,500,000 | 4.91% |
| Private Wealth Strategies, L.L.C. | 258,403 | $10,704,000 | 2.68% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 122,035 | $5,058,000 | 2.55% |
| Concord Wealth Partners | 142,573 | $5,910,000 | 2.42% |
| JNBA Financial Advisors | 391,308 | $16,220,000 | 2.18% |