WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 139 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $734,000 | 0.0% | 8,524 | 0.0% | 0.05% | -50.5% |
| Q1 2016 | $734,000 | +7.9% | 8,524 | +1.0% | 0.10% | +6.2% |
| Q4 2015 | $680,000 | -24.7% | 8,441 | -27.4% | 0.10% | -29.7% |
| Q3 2015 | $903,000 | -4.3% | 11,628 | +1.8% | 0.14% | -2.1% |
| Q2 2015 | $944,000 | +9.4% | 11,426 | +13.9% | 0.14% | +12.8% |
| Q1 2015 | $863,000 | +38.3% | 10,028 | +34.5% | 0.12% | +34.4% |
| Q4 2014 | $624,000 | +10.1% | 7,456 | +3.0% | 0.09% | +1.1% |
| Q3 2014 | $567,000 | -1.4% | 7,242 | +2.9% | 0.09% | -2.1% |
| Q2 2014 | $575,000 | +9.1% | 7,040 | +2.9% | 0.09% | +8.0% |
| Q1 2014 | $527,000 | – | 6,841 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Melone Private Wealth, LLC | 314,888 | $12,897,820 | 9.22% |
| Financial Planning & Information Services, Inc. | 1,101,183 | $45,104,439 | 8.40% |
| Coulter & Justus Financial Services, LLC | 218,411 | $8,946,112 | 6.51% |
| INVENIO WEALTH PARTNERS LLC | 155,109 | $6,353,265 | 5.78% |
| IAG Wealth Partners, LLC | 489,615 | $20,054,653 | 5.59% |
| Linscomb Wealth, Inc. | 1,994,714 | $81,703,473 | 4.78% |
| Team Financial Group, LLC | 104,962 | $4,299,253 | 3.55% |
| Marion Wealth Management | 238,136 | $9,754,064 | 3.44% |
| Private Wealth Strategies, L.L.C. | 260,518 | $10,670,804 | 2.66% |
| Soltis Investment Advisors LLC | 440,067 | $18,025,147 | 2.32% |