WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 99 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $39,107,000 | -2.9% | 499,616 | +1.3% | 0.03% | -9.4% |
| Q2 2014 | $40,263,000 | +17.1% | 493,053 | +10.5% | 0.03% | +3.2% |
| Q1 2014 | $34,377,000 | -4.2% | 446,109 | -7.3% | 0.03% | -8.8% |
| Q4 2013 | $35,892,000 | +21.3% | 481,046 | +13.1% | 0.03% | +13.3% |
| Q3 2013 | $29,579,000 | -3.7% | 425,474 | -9.2% | 0.03% | -16.7% |
| Q2 2013 | $30,717,000 | – | 468,534 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,037,876 | $39,097,000 | 9.47% |
| Melone Private Wealth, LLC | 224,141 | $8,860,000 | 7.74% |
| IAG Wealth Partners, LLC | 434,847 | $16,381,000 | 5.44% |
| Linscomb & Williams, Inc. | 2,283,773 | $86,030,000 | 5.22% |
| Marion Wealth Management | 168,414 | $6,344,000 | 3.26% |
| Concord Wealth Partners | 234,313 | $8,827,000 | 2.80% |
| Private Wealth Strategies, L.L.C. | 241,476 | $9,103,000 | 2.66% |
| Apeiron RIA LLC | 147,714 | $5,745,000 | 2.64% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 118,937 | $4,480,000 | 2.55% |
| Bickling Financial Services, Inc. | 93,904 | $3,538,000 | 2.38% |