WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 201 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2017 | $246,000 | -16.6% | 6,981 | +136.5% | 0.03% | -20.5% |
Q3 2017 | $295,000 | +2.1% | 2,952 | 0.0% | 0.04% | 0.0% |
Q2 2017 | $289,000 | +0.3% | 2,952 | 0.0% | 0.04% | -2.5% |
Q1 2017 | $288,000 | +1.4% | 2,952 | -1.8% | 0.04% | -2.4% |
Q4 2016 | $284,000 | +4.0% | 3,005 | 0.0% | 0.04% | 0.0% |
Q3 2016 | $273,000 | +1.5% | 3,005 | 0.0% | 0.04% | -2.4% |
Q2 2016 | $269,000 | +25.7% | 3,005 | +20.7% | 0.04% | +10.5% |
Q1 2016 | $214,000 | +7.0% | 2,490 | 0.0% | 0.04% | +8.6% |
Q4 2015 | $200,000 | -2.9% | 2,490 | 0.0% | 0.04% | +2.9% |
Q2 2015 | $206,000 | -0.5% | 2,490 | +3.8% | 0.03% | -5.6% |
Q1 2015 | $207,000 | +3.0% | 2,400 | 0.0% | 0.04% | +2.9% |
Q4 2014 | $201,000 | – | 2,400 | – | 0.04% | – |
Download |
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% |