WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 213 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2017 | $296,000 | -79.1% | 2,960 | -79.6% | 0.00% | -76.9% |
Q1 2017 | $1,415,000 | -41.9% | 14,509 | -43.8% | 0.01% | -35.0% |
Q4 2016 | $2,436,000 | -9.2% | 25,811 | -17.1% | 0.02% | +5.3% |
Q1 2016 | $2,682,000 | +1947.3% | 31,152 | +1812.3% | 0.02% | +1800.0% |
Q4 2015 | $131,000 | +3.1% | 1,629 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $127,000 | -5.9% | 1,629 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $135,000 | -89.4% | 1,629 | -88.9% | 0.00% | -87.5% |
Q1 2015 | $1,268,000 | -63.4% | 14,729 | -66.7% | 0.01% | -60.0% |
Q3 2014 | $3,462,000 | +102.5% | 44,228 | +111.2% | 0.02% | +100.0% |
Q2 2014 | $1,710,000 | – | 20,944 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Planning & Information Services, Inc. | 909,035 | $25,762,000 | 10.81% |
INSPIRION WEALTH ADVISORS, LLC | 648,063 | $18,366,000 | 7.21% |
SVA Wealth Management, LLC | 2,062,295 | $58,445,000 | 6.24% |
Linscomb Wealth, Inc. | 2,377,334 | $67,374,000 | 4.93% |
Private Wealth Strategies, L.L.C. | 360,619 | $10,220,000 | 4.53% |
IAG Wealth Partners, LLC | 303,526 | $8,602,000 | 4.17% |
Financial Insights, Inc. | 109,536 | $4,325,000 | 3.84% |
Paracle Advisors, LLC | 518,773 | $14,702,000 | 3.43% |
CAPITAL WEALTH MANAGEMENT, LLC | 79,809 | $2,262,000 | 2.41% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 115,732 | $3,280,000 | 2.24% |