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 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% | – |
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% |