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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $239,000 | +4.8% | 6,281 | +0.1% | 0.01% | 0.0% |
| Q3 2019 | $228,000 | +0.4% | 6,275 | +0.1% | 0.01% | -7.1% |
| Q2 2019 | $227,000 | +1.3% | 6,268 | +0.1% | 0.01% | 0.0% |
| Q1 2019 | $224,000 | -3.0% | 6,264 | +0.1% | 0.01% | +7.7% |
| Q3 2018 | $231,000 | +3.1% | 6,256 | +0.0% | 0.01% | -7.1% |
| Q2 2018 | $224,000 | -44.0% | 6,254 | -46.8% | 0.01% | +16.7% |
| Q1 2018 | $400,000 | +70.9% | 11,750 | +77.5% | 0.01% | -14.3% |
| Q4 2017 | $234,000 | +6.4% | 6,620 | +200.1% | 0.01% | +7.7% |
| Q3 2017 | $220,000 | +2.3% | 2,206 | +0.1% | 0.01% | 0.0% |
| Q2 2017 | $215,000 | 0.0% | 2,204 | +0.0% | 0.01% | -7.1% |
| Q1 2017 | $215,000 | -35.2% | 2,203 | -37.3% | 0.01% | -36.4% |
| Q4 2016 | $332,000 | +9.2% | 3,513 | +5.2% | 0.02% | +4.8% |
| Q3 2016 | $304,000 | +18.8% | 3,340 | +16.8% | 0.02% | +16.7% |
| Q2 2016 | $256,000 | 0.0% | 2,859 | -3.8% | 0.02% | -5.3% |
| Q1 2016 | $256,000 | +7.1% | 2,972 | +0.1% | 0.02% | 0.0% |
| Q4 2015 | $239,000 | – | 2,968 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Riverview Trust Co | 518,102 | $18,812,000 | 13.10% |
| Financial Planning & Information Services, Inc. | 703,027 | $25,527,000 | 10.81% |
| INSPIRION WEALTH ADVISORS, LLC | 610,291 | $22,160,000 | 9.71% |
| SVA Wealth Management, LLC | 1,843,626 | $66,942,000 | 6.57% |
| Linscomb Wealth, Inc. | 2,065,992 | $75,016,000 | 6.03% |
| Financial Insights, Inc. | 155,917 | $5,661,000 | 5.42% |
| Connecticut Wealth Management, LLC | 842,649 | $30,597,000 | 3.77% |
| HBW ADVISORY SERVICES LLC | 111,254 | $3,891,000 | 3.72% |
| CAPITAL WEALTH MANAGEMENT, LLC | 95,699 | $3,475,000 | 3.71% |
| Paracle Advisors, LLC | 403,329 | $14,644,000 | 3.55% |