WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 219 filers reported holding WISDOMTREE TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
---|---|---|---|
Financial Planning & Information Services, Inc. | 930,278 | $38,560,000 | 10.49% |
JD Financial Services Inc. | 163,620 | $6,782,000 | 6.19% |
Financial Insights, Inc. | 139,106 | $5,766,000 | 5.30% |
Linscomb Wealth, Inc. | 2,420,622 | $100,335,000 | 5.17% |
IAG Wealth Partners, LLC | 342,375 | $14,192,000 | 5.05% |
Ten Capital Wealth Advisors, LLC | 253,327 | $10,500,000 | 4.91% |
Private Wealth Strategies, L.L.C. | 258,403 | $10,704,000 | 2.68% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 122,035 | $5,058,000 | 2.55% |
Concord Wealth Partners | 142,573 | $5,910,000 | 2.42% |
JNBA Financial Advisors | 391,308 | $16,220,000 | 2.18% |