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 | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $395,000 | +1.5% | 4,344 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $389,000 | +4.0% | 4,344 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $374,000 | +3.3% | 4,344 | -3.4% | 0.01% | 0.0% |
| Q4 2015 | $362,000 | +7.4% | 4,497 | +3.5% | 0.01% | +14.3% |
| Q3 2015 | $337,000 | -6.1% | 4,344 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $359,000 | +9.1% | 4,344 | +13.8% | 0.01% | +16.7% |
| Q1 2015 | $329,000 | +2.8% | 3,817 | 0.0% | 0.01% | -14.3% |
| Q4 2014 | $320,000 | +5.6% | 3,817 | -1.5% | 0.01% | 0.0% |
| Q3 2014 | $303,000 | -4.1% | 3,875 | 0.0% | 0.01% | +16.7% |
| Q2 2014 | $316,000 | +5.7% | 3,875 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $299,000 | +3.5% | 3,875 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $289,000 | +7.4% | 3,875 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $269,000 | +5.9% | 3,875 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $254,000 | – | 3,875 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Noven Financial Group, Inc. | 208,021 | $18,618,000 | 12.53% |
| NewFocus Financial Group, LLC | 106,024 | $9,489,000 | 7.01% |
| TMD & ASSOCIATES, INC | 82,365 | $7,372,000 | 6.52% |
| Linscomb Wealth, Inc. | 683,101 | $61,138,000 | 6.16% |
| Live Your Vision, LLC | 97,483 | $8,725,000 | 3.98% |
| INSPIRION WEALTH ADVISORS, LLC | 62,439 | $5,588,000 | 3.65% |
| Cardan Capital Partners, LLC | 149,076 | $13,342,000 | 3.28% |
| New England Investment & Retirement Group, Inc. | 61,567 | $5,510,000 | 3.26% |
| Jacobus Wealth Management, Inc. | 115,848 | $10,368,000 | 3.16% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 36,620 | $3,278,000 | 3.00% |