WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 156 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2018 | $218,000 | -35.9% | 5,900 | -37.9% | 0.01% | -43.8% |
Q2 2018 | $340,000 | -21.7% | 9,505 | -25.3% | 0.02% | -23.8% |
Q1 2018 | $434,000 | -3.3% | 12,720 | 0.0% | 0.02% | 0.0% |
Q4 2017 | $449,000 | -11.3% | 12,720 | +151.1% | 0.02% | -16.0% |
Q3 2017 | $506,000 | -2.7% | 5,065 | -4.7% | 0.02% | -3.8% |
Q2 2017 | $520,000 | -3.3% | 5,315 | -3.6% | 0.03% | -7.1% |
Q1 2017 | $538,000 | +76.4% | 5,515 | +70.5% | 0.03% | +75.0% |
Q4 2016 | $305,000 | +3.7% | 3,234 | 0.0% | 0.02% | 0.0% |
Q3 2016 | $294,000 | +1.7% | 3,234 | 0.0% | 0.02% | 0.0% |
Q2 2016 | $289,000 | +4.0% | 3,234 | 0.0% | 0.02% | 0.0% |
Q1 2016 | $278,000 | +2.6% | 3,234 | -4.0% | 0.02% | 0.0% |
Q4 2015 | $271,000 | +3.4% | 3,369 | 0.0% | 0.02% | -5.9% |
Q3 2015 | $262,000 | -5.8% | 3,369 | 0.0% | 0.02% | +6.2% |
Q2 2015 | $278,000 | – | 3,369 | – | 0.02% | – |
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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% |