WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 105 filers reported holding WISDOMTREE TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $30,220,000 | +4.0% | 302,346 | +1.7% | 0.18% | -2.2% |
| Q2 2017 | $29,050,000 | +4.1% | 297,187 | +3.9% | 0.18% | -1.1% |
| Q1 2017 | $27,898,000 | +14.1% | 286,049 | +10.4% | 0.19% | +3.3% |
| Q4 2016 | $24,454,000 | +20.5% | 259,098 | +16.1% | 0.18% | +12.4% |
| Q3 2016 | $20,290,000 | +16.5% | 223,261 | +14.7% | 0.16% | +9.5% |
| Q2 2016 | $17,418,000 | +5.4% | 194,613 | +1.5% | 0.15% | 0.0% |
| Q1 2016 | $16,518,000 | +25.5% | 191,826 | +17.3% | 0.15% | +17.6% |
| Q4 2015 | $13,165,000 | +8.2% | 163,514 | +4.4% | 0.12% | -2.3% |
| Q3 2015 | $12,167,000 | -3.0% | 156,671 | +3.3% | 0.13% | +2.4% |
| Q2 2015 | $12,538,000 | +26.2% | 151,706 | +31.4% | 0.12% | +21.4% |
| Q1 2015 | $9,937,000 | +9.4% | 115,439 | +6.4% | 0.10% | +1.0% |
| Q4 2014 | $9,086,000 | +12.2% | 108,504 | +4.9% | 0.10% | +4.1% |
| Q3 2014 | $8,099,000 | +5.2% | 103,464 | +9.7% | 0.10% | +4.3% |
| Q2 2014 | $7,702,000 | +22.8% | 94,316 | +15.9% | 0.09% | +8.0% |
| Q1 2014 | $6,274,000 | +10.8% | 81,412 | +7.2% | 0.09% | +6.1% |
| Q4 2013 | $5,665,000 | +14.9% | 75,923 | +7.1% | 0.08% | +2.5% |
| Q3 2013 | $4,930,000 | +20.8% | 70,910 | +14.0% | 0.08% | +11.1% |
| Q2 2013 | $4,080,000 | – | 62,228 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Riverview Trust Co | 547,820 | $20,840,000 | 14.02% |
| Financial Planning & Information Services, Inc. | 717,885 | $27,308,000 | 10.86% |
| INSPIRION WEALTH ADVISORS, LLC | 612,570 | $23,302,000 | 7.87% |
| Johanson Financial Advisors, Inc. | 5,517,541 | $145,046,000 | 6.89% |
| IAG Wealth Partners, LLC | 270,208 | $10,279,000 | 6.71% |
| SVA Wealth Management, LLC | 1,876,771 | $71,392,000 | 6.54% |
| Linscomb Wealth, Inc. | 2,082,123 | $79,204,000 | 5.17% |
| Financial Insights, Inc. | 154,120 | $5,863,000 | 5.14% |
| Private Wealth Strategies, L.L.C. | 332,983 | $12,667,000 | 5.05% |
| Apexium Financial, LP | 95,631 | $3,638,000 | 4.70% |