WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 209 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,399,000 | +444.4% | 57,921 | +694.2% | 0.04% | +516.7% |
| Q4 2017 | $257,000 | +5.8% | 7,293 | +200.0% | 0.01% | 0.0% |
| Q3 2017 | $243,000 | +3.8% | 2,431 | +1.4% | 0.01% | 0.0% |
| Q2 2017 | $234,000 | +1.7% | 2,397 | +1.6% | 0.01% | 0.0% |
| Q1 2017 | $230,000 | +4.1% | 2,360 | +0.8% | 0.01% | 0.0% |
| Q4 2016 | $221,000 | -32.0% | 2,342 | -34.4% | 0.01% | -25.0% |
| Q3 2016 | $325,000 | -48.4% | 3,572 | -49.3% | 0.01% | -50.0% |
| Q2 2016 | $630,000 | +101.9% | 7,043 | +94.3% | 0.02% | +100.0% |
| Q1 2016 | $312,000 | – | 3,625 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 909,035 | $25,762,000 | 10.81% |
| INSPIRION WEALTH ADVISORS, LLC | 648,063 | $18,366,000 | 7.21% |
| SVA Wealth Management, LLC | 2,062,295 | $58,445,000 | 6.24% |
| Linscomb Wealth, Inc. | 2,377,334 | $67,374,000 | 4.93% |
| Private Wealth Strategies, L.L.C. | 360,619 | $10,220,000 | 4.53% |
| IAG Wealth Partners, LLC | 303,526 | $8,602,000 | 4.17% |
| Financial Insights, Inc. | 109,536 | $4,325,000 | 3.84% |
| Paracle Advisors, LLC | 518,773 | $14,702,000 | 3.43% |
| CAPITAL WEALTH MANAGEMENT, LLC | 79,809 | $2,262,000 | 2.41% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 115,732 | $3,280,000 | 2.24% |