WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 99 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2016 | $5,226,000 | +11.7% | 55,372 | +7.6% | 0.17% | +6.2% |
Q3 2016 | $4,677,000 | -1.7% | 51,461 | -3.2% | 0.16% | -6.4% |
Q2 2016 | $4,756,000 | +0.6% | 53,140 | -3.2% | 0.17% | -13.6% |
Q1 2016 | $4,729,000 | +25.1% | 54,916 | +16.9% | 0.20% | +15.1% |
Q4 2015 | $3,781,000 | +56.8% | 46,961 | +51.3% | 0.17% | -9.0% |
Q3 2015 | $2,411,000 | -13.7% | 31,043 | -8.1% | 0.19% | -4.5% |
Q2 2015 | $2,793,000 | -46.6% | 33,793 | -44.4% | 0.20% | -45.9% |
Q1 2015 | $5,231,000 | +130.2% | 60,771 | +124.0% | 0.37% | +48.2% |
Q4 2014 | $2,272,000 | +6.6% | 27,135 | -0.3% | 0.25% | -3.9% |
Q3 2014 | $2,131,000 | -3.0% | 27,230 | +1.2% | 0.26% | -12.6% |
Q2 2014 | $2,198,000 | -44.5% | 26,915 | -47.6% | 0.29% | +2.4% |
Q1 2014 | $3,962,000 | +135.3% | 51,404 | +127.8% | 0.29% | +11.7% |
Q4 2013 | $1,684,000 | +32.6% | 22,564 | +23.5% | 0.26% | +15.8% |
Q3 2013 | $1,270,000 | +4.6% | 18,272 | -1.3% | 0.22% | -9.0% |
Q2 2013 | $1,214,000 | – | 18,518 | – | 0.24% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Riverview Trust Co | 518,102 | $18,812,000 | 13.10% |
Financial Planning & Information Services, Inc. | 703,027 | $25,527,000 | 10.81% |
INSPIRION WEALTH ADVISORS, LLC | 610,291 | $22,160,000 | 9.71% |
SVA Wealth Management, LLC | 1,843,626 | $66,942,000 | 6.57% |
Linscomb Wealth, Inc. | 2,065,992 | $75,016,000 | 6.03% |
Financial Insights, Inc. | 155,917 | $5,661,000 | 5.42% |
Connecticut Wealth Management, LLC | 842,649 | $30,597,000 | 3.77% |
HBW ADVISORY SERVICES LLC | 111,254 | $3,891,000 | 3.72% |
CAPITAL WEALTH MANAGEMENT, LLC | 95,699 | $3,475,000 | 3.71% |
Paracle Advisors, LLC | 403,329 | $14,644,000 | 3.55% |