WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 75 filers reported holding WISDOMTREE TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $348,000 | +36.5% | 3,558 | +36.1% | 0.04% | +33.3% |
| Q1 2017 | $255,000 | +3.2% | 2,614 | 0.0% | 0.03% | -3.2% |
| Q4 2016 | $247,000 | +3.8% | 2,614 | 0.0% | 0.03% | 0.0% |
| Q3 2016 | $238,000 | +1.7% | 2,614 | 0.0% | 0.03% | -3.1% |
| Q2 2016 | $234,000 | +4.0% | 2,614 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $225,000 | +8.7% | 2,614 | +6.0% | 0.03% | +6.7% |
| Q4 2014 | $207,000 | +3.0% | 2,466 | 0.0% | 0.03% | 0.0% |
| Q2 2014 | $201,000 | -7.8% | 2,466 | -12.7% | 0.03% | -26.8% |
| Q1 2014 | $218,000 | +3.3% | 2,824 | 0.0% | 0.04% | +5.1% |
| Q4 2013 | $211,000 | +3.4% | 2,824 | -9.1% | 0.04% | -13.3% |
| Q2 2013 | $204,000 | – | 3,108 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Noven Financial Group, Inc. | 208,021 | $18,618,000 | 12.53% |
| NewFocus Financial Group, LLC | 106,024 | $9,489,000 | 7.01% |
| TMD & ASSOCIATES, INC | 82,365 | $7,372,000 | 6.52% |
| Linscomb Wealth, Inc. | 683,101 | $61,138,000 | 6.16% |
| Live Your Vision, LLC | 97,483 | $8,725,000 | 3.98% |
| INSPIRION WEALTH ADVISORS, LLC | 62,439 | $5,588,000 | 3.65% |
| Cardan Capital Partners, LLC | 149,076 | $13,342,000 | 3.28% |
| New England Investment & Retirement Group, Inc. | 61,567 | $5,510,000 | 3.26% |
| Jacobus Wealth Management, Inc. | 115,848 | $10,368,000 | 3.16% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 36,620 | $3,278,000 | 3.00% |