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 2020 | $133,000 | -5.0% | 4,586 | -9.4% | 0.05% | -16.9% |
| Q2 2020 | $140,000 | +14.8% | 5,062 | 0.0% | 0.06% | -4.4% |
| Q1 2020 | $122,000 | -53.4% | 5,062 | -26.6% | 0.07% | -35.8% |
| Q4 2019 | $262,000 | +9.2% | 6,900 | +4.5% | 0.11% | -3.6% |
| Q3 2019 | $240,000 | +0.4% | 6,600 | 0.0% | 0.11% | 0.0% |
| Q2 2019 | $239,000 | -7.4% | 6,600 | -8.3% | 0.11% | -9.1% |
| Q1 2019 | $258,000 | +13.2% | 7,200 | 0.0% | 0.12% | +0.8% |
| Q4 2018 | $228,000 | -14.3% | 7,200 | 0.0% | 0.12% | +5.3% |
| Q3 2018 | $266,000 | +3.1% | 7,200 | 0.0% | 0.11% | -2.6% |
| Q2 2018 | $258,000 | +5.3% | 7,200 | 0.0% | 0.12% | +8.3% |
| Q1 2018 | $245,000 | -7.2% | 7,200 | -4.0% | 0.11% | -9.2% |
| Q4 2017 | $264,000 | +5.6% | 7,500 | +200.0% | 0.12% | 0.0% |
| Q3 2017 | $250,000 | +2.5% | 2,500 | 0.0% | 0.12% | -1.7% |
| Q2 2017 | $244,000 | -7.2% | 2,500 | -7.4% | 0.12% | -15.4% |
| Q1 2017 | $263,000 | +3.1% | 2,700 | 0.0% | 0.14% | -7.7% |
| Q4 2016 | $255,000 | -9.6% | 2,700 | -12.9% | 0.16% | -5.5% |
| Q3 2016 | $282,000 | -28.4% | 3,100 | -29.5% | 0.16% | -35.4% |
| Q2 2016 | $394,000 | +4.0% | 4,400 | 0.0% | 0.25% | -1.6% |
| Q1 2016 | $379,000 | +4.7% | 4,400 | -2.2% | 0.26% | +4.9% |
| Q4 2015 | $362,000 | -18.1% | 4,500 | -20.9% | 0.25% | -19.1% |
| Q3 2015 | $442,000 | -7.7% | 5,690 | -1.7% | 0.30% | +5.2% |
| Q2 2015 | $479,000 | -4.0% | 5,790 | -0.2% | 0.29% | -3.3% |
| Q1 2015 | $499,000 | -13.5% | 5,800 | -15.9% | 0.30% | -11.0% |
| Q4 2014 | $577,000 | +6.9% | 6,900 | 0.0% | 0.34% | +3.7% |
| Q3 2014 | $540,000 | +74.2% | 6,900 | +81.6% | 0.32% | +73.3% |
| Q2 2014 | $310,000 | – | 3,800 | – | 0.19% | – |
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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% |