WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 201 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $236,000 | +4.4% | 6,195 | -0.4% | 0.06% | -6.0% |
| Q3 2019 | $226,000 | +5.6% | 6,222 | +5.3% | 0.07% | +3.1% |
| Q2 2019 | $214,000 | -70.8% | 5,907 | -71.1% | 0.06% | -71.0% |
| Q1 2019 | $732,000 | +52.8% | 20,442 | +34.9% | 0.22% | +35.8% |
| Q4 2018 | $479,000 | +59.7% | 15,156 | +86.1% | 0.16% | +83.3% |
| Q3 2018 | $300,000 | +1.7% | 8,145 | -1.3% | 0.09% | -4.3% |
| Q2 2018 | $295,000 | +4.6% | 8,254 | 0.0% | 0.09% | +2.2% |
| Q1 2018 | $282,000 | -21.2% | 8,254 | -18.6% | 0.09% | -4.2% |
| Q4 2017 | $358,000 | 0.0% | 10,143 | +183.1% | 0.10% | -22.6% |
| Q3 2017 | $358,000 | +2.0% | 3,583 | -0.3% | 0.12% | -1.6% |
| Q2 2017 | $351,000 | -22.0% | 3,592 | -22.2% | 0.13% | -23.2% |
| Q1 2017 | $450,000 | -78.1% | 4,619 | -78.8% | 0.16% | -77.2% |
| Q4 2016 | $2,056,000 | -56.2% | 21,784 | -57.8% | 0.72% | -62.8% |
| Q3 2016 | $4,693,000 | – | 51,642 | – | 1.93% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 930,278 | $38,560,000 | 10.49% |
| JD Financial Services Inc. | 163,620 | $6,782,000 | 6.19% |
| Financial Insights, Inc. | 139,106 | $5,766,000 | 5.30% |
| Linscomb Wealth, Inc. | 2,420,622 | $100,335,000 | 5.17% |
| IAG Wealth Partners, LLC | 342,375 | $14,192,000 | 5.05% |
| Ten Capital Wealth Advisors, LLC | 253,327 | $10,500,000 | 4.91% |
| Private Wealth Strategies, L.L.C. | 258,403 | $10,704,000 | 2.68% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 122,035 | $5,058,000 | 2.55% |
| Concord Wealth Partners | 142,573 | $5,910,000 | 2.42% |
| JNBA Financial Advisors | 391,308 | $16,220,000 | 2.18% |