WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 187 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is 0.33 and the average weighting 0.6%.
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 | 547,820 | $20,840,000 | 14.02% |
| Financial Planning & Information Services, Inc. | 717,885 | $27,308,000 | 10.86% |
| INSPIRION WEALTH ADVISORS, LLC | 612,570 | $23,302,000 | 7.87% |
| Johanson Financial Advisors, Inc. | 5,517,541 | $145,046,000 | 6.89% |
| IAG Wealth Partners, LLC | 270,208 | $10,279,000 | 6.71% |
| SVA Wealth Management, LLC | 1,876,771 | $71,392,000 | 6.54% |
| Linscomb Wealth, Inc. | 2,082,123 | $79,204,000 | 5.17% |
| Financial Insights, Inc. | 154,120 | $5,863,000 | 5.14% |
| Private Wealth Strategies, L.L.C. | 332,983 | $12,667,000 | 5.05% |
| Apexium Financial, LP | 95,631 | $3,638,000 | 4.70% |