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 | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2017 | $5,779,000 | +7.5% | 163,802 | +204.4% | 0.19% | 0.0% |
| Q3 2017 | $5,378,000 | +1.3% | 53,806 | -1.0% | 0.19% | -5.4% |
| Q2 2017 | $5,310,000 | -4.3% | 54,327 | -4.5% | 0.20% | -10.6% |
| Q1 2017 | $5,547,000 | +3.7% | 56,870 | +0.3% | 0.23% | 0.0% |
| Q4 2016 | $5,351,000 | +5.7% | 56,696 | +1.7% | 0.23% | +6.6% |
| Q3 2016 | $5,064,000 | +6.8% | 55,722 | +5.1% | 0.21% | +5.0% |
| Q2 2016 | $4,743,000 | +3.6% | 52,994 | -0.3% | 0.20% | +3.1% |
| Q1 2016 | $4,579,000 | +13.0% | 53,176 | +5.7% | 0.20% | +12.0% |
| Q4 2015 | $4,051,000 | +8.9% | 50,311 | +5.0% | 0.18% | +8.0% |
| Q3 2015 | $3,721,000 | -2.6% | 47,911 | +3.6% | 0.16% | +9.5% |
| Q2 2015 | $3,821,000 | -5.5% | 46,228 | -1.6% | 0.15% | -3.3% |
| Q1 2015 | $4,044,000 | +9.6% | 46,978 | +6.6% | 0.15% | +9.3% |
| Q4 2014 | $3,689,000 | +9.7% | 44,058 | +2.5% | 0.14% | +9.4% |
| Q3 2014 | $3,364,000 | +10.2% | 42,973 | +14.9% | 0.13% | +13.3% |
| Q2 2014 | $3,053,000 | +4.9% | 37,387 | -1.0% | 0.11% | +0.9% |
| Q1 2014 | $2,910,000 | +9.7% | 37,762 | +6.2% | 0.11% | +9.8% |
| Q4 2013 | $2,652,000 | +10.6% | 35,549 | +3.1% | 0.10% | +5.2% |
| Q3 2013 | $2,397,000 | +9.3% | 34,482 | +3.1% | 0.10% | +5.4% |
| Q2 2013 | $2,194,000 | – | 33,458 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Noven Financial Group, Inc. | 651,009 | $24,009,000 | 11.99% |
| RELIANCE TRUST CO | 13,146 | $485,000 | 9.59% |
| INSPIRION WEALTH ADVISORS, LLC | 560,077 | $20,656,000 | 8.76% |
| TMD & ASSOCIATES, INC | 212,624 | $7,842,000 | 5.59% |
| Linscomb Wealth, Inc. | 1,763,979 | $65,056,000 | 5.34% |
| SVA Wealth Management, LLC | 1,077,220 | $39,728,000 | 4.04% |
| Certified Advisory Corp | 211,039 | $7,783,000 | 3.60% |
| Financial Planning & Information Services, Inc. | 239,595 | $8,836,000 | 3.42% |
| CAPITAL WEALTH MANAGEMENT, LLC | 93,567 | $3,451,000 | 3.02% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 103,555 | $3,819,000 | 2.95% |