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 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 ↓ |
|---|---|---|---|
| Melone Private Wealth, LLC | 314,888 | $12,897,820 | 9.22% |
| Financial Planning & Information Services, Inc. | 1,101,183 | $45,104,439 | 8.40% |
| Coulter & Justus Financial Services, LLC | 218,411 | $8,946,112 | 6.51% |
| INVENIO WEALTH PARTNERS LLC | 155,109 | $6,353,265 | 5.78% |
| IAG Wealth Partners, LLC | 489,615 | $20,054,653 | 5.59% |
| Linscomb & Williams, Inc. | 1,994,714 | $81,703,473 | 4.78% |
| Team Financial Group, LLC | 104,962 | $4,299,253 | 3.55% |
| Marion Wealth Management | 238,136 | $9,754,064 | 3.44% |
| Private Wealth Strategies, L.L.C. | 260,518 | $10,670,804 | 2.66% |
| Soltis Investment Advisors LLC | 440,067 | $18,025,147 | 2.32% |