WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 99 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $293,000 | -22.5% | 3,000 | -25.0% | 0.01% | -35.0% |
| Q4 2016 | $378,000 | +3.8% | 4,000 | 0.0% | 0.02% | -4.8% |
| Q3 2016 | $364,000 | -0.8% | 4,000 | -2.3% | 0.02% | -12.5% |
| Q2 2016 | $367,000 | -99.9% | 4,095 | -22.5% | 0.02% | -31.4% |
| Q1 2016 | $454,747,000 | +5109.6% | 5,281 | -95.1% | 0.04% | -95.1% |
| Q4 2015 | $8,729,000 | +9.5% | 108,415 | +5.6% | 0.71% | -0.4% |
| Q3 2015 | $7,974,000 | -3.2% | 102,679 | +3.0% | 0.71% | -5.7% |
| Q2 2015 | $8,237,000 | -32.3% | 99,657 | -29.4% | 0.75% | -31.8% |
| Q1 2015 | $12,159,000 | +10.8% | 141,248 | +7.7% | 1.10% | +10.1% |
| Q4 2014 | $10,978,000 | +7.3% | 131,097 | +0.3% | 1.00% | +13.3% |
| Q3 2014 | $10,235,000 | -37.3% | 130,751 | -34.6% | 0.89% | -34.8% |
| Q2 2014 | $16,322,000 | +9.2% | 199,873 | +3.0% | 1.36% | +5.6% |
| Q1 2014 | $14,949,000 | +8.0% | 193,997 | +4.6% | 1.29% | +11.9% |
| Q4 2013 | $13,844,000 | +13.6% | 185,543 | +5.9% | 1.15% | +19.4% |
| Q3 2013 | $12,185,000 | +15.4% | 175,277 | +8.8% | 0.96% | -0.9% |
| Q2 2013 | $10,559,000 | – | 161,055 | – | 0.97% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Riverview Trust Co | 518,102 | $18,812,000 | 13.10% |
| Financial Planning & Information Services, Inc. | 703,027 | $25,527,000 | 10.81% |
| INSPIRION WEALTH ADVISORS, LLC | 610,291 | $22,160,000 | 9.71% |
| SVA Wealth Management, LLC | 1,843,626 | $66,942,000 | 6.57% |
| Linscomb Wealth, Inc. | 2,065,992 | $75,016,000 | 6.03% |
| Financial Insights, Inc. | 155,917 | $5,661,000 | 5.42% |
| Connecticut Wealth Management, LLC | 842,649 | $30,597,000 | 3.77% |
| HBW ADVISORY SERVICES LLC | 111,254 | $3,891,000 | 3.72% |
| CAPITAL WEALTH MANAGEMENT, LLC | 95,699 | $3,475,000 | 3.71% |
| Paracle Advisors, LLC | 403,329 | $14,644,000 | 3.55% |