WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 106 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $272,000 | +0.4% | 7,500 | 0.0% | 0.07% | 0.0% |
| Q2 2019 | $271,000 | +1.1% | 7,500 | 0.0% | 0.07% | -1.3% |
| Q1 2019 | $268,000 | +13.1% | 7,500 | 0.0% | 0.08% | -1.3% |
| Q4 2018 | $237,000 | -14.4% | 7,500 | 0.0% | 0.08% | +1.3% |
| Q3 2018 | $277,000 | +3.4% | 7,500 | 0.0% | 0.08% | -1.3% |
| Q2 2018 | $268,000 | +4.7% | 7,500 | 0.0% | 0.08% | +2.7% |
| Q1 2018 | $256,000 | -3.4% | 7,500 | 0.0% | 0.07% | -2.6% |
| Q4 2017 | $265,000 | +6.0% | 7,500 | +200.0% | 0.08% | +7.0% |
| Q3 2017 | $250,000 | +2.5% | 2,500 | 0.0% | 0.07% | +6.0% |
| Q2 2017 | $244,000 | 0.0% | 2,500 | 0.0% | 0.07% | -2.9% |
| Q1 2017 | $244,000 | +3.4% | 2,500 | 0.0% | 0.07% | -2.8% |
| Q4 2016 | $236,000 | +4.0% | 2,500 | 0.0% | 0.07% | -6.6% |
| Q3 2016 | $227,000 | +1.3% | 2,500 | 0.0% | 0.08% | +1.3% |
| Q2 2016 | $224,000 | +4.2% | 2,500 | 0.0% | 0.08% | +2.7% |
| Q1 2016 | $215,000 | +7.0% | 2,500 | 0.0% | 0.07% | +2.8% |
| Q4 2015 | $201,000 | -2.9% | 2,500 | 0.0% | 0.07% | -6.6% |
| Q2 2015 | $207,000 | -3.7% | 2,500 | 0.0% | 0.08% | -3.8% |
| Q1 2015 | $215,000 | +2.9% | 2,500 | 0.0% | 0.08% | -2.5% |
| Q4 2014 | $209,000 | +2.5% | 2,500 | 0.0% | 0.08% | -1.2% |
| Q2 2014 | $204,000 | – | 2,500 | – | 0.08% | – |
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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% |