WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 156 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2019 | $1,526,000 | +20.0% | 42,636 | +6.0% | 0.02% | +4.5% |
Q4 2018 | $1,272,000 | -14.1% | 40,216 | +0.1% | 0.02% | -4.3% |
Q3 2018 | $1,481,000 | +5.5% | 40,162 | +2.4% | 0.02% | -4.2% |
Q2 2018 | $1,404,000 | +8.6% | 39,208 | +3.4% | 0.02% | +4.3% |
Q1 2018 | $1,293,000 | -7.4% | 37,902 | +171.2% | 0.02% | -14.8% |
Q3 2017 | $1,397,000 | +12.0% | 13,974 | +9.5% | 0.03% | +8.0% |
Q2 2017 | $1,247,000 | -8.8% | 12,756 | -9.0% | 0.02% | -10.7% |
Q1 2017 | $1,367,000 | +11.2% | 14,017 | +7.6% | 0.03% | +7.7% |
Q4 2016 | $1,229,000 | +16.6% | 13,022 | +12.3% | 0.03% | +4.0% |
Q3 2016 | $1,054,000 | +16.3% | 11,599 | +14.6% | 0.02% | +19.0% |
Q2 2016 | $906,000 | +5.1% | 10,125 | +1.1% | 0.02% | 0.0% |
Q1 2016 | $862,000 | +12.5% | 10,013 | +5.3% | 0.02% | +5.0% |
Q4 2015 | $766,000 | +24.1% | 9,511 | +19.8% | 0.02% | +17.6% |
Q3 2015 | $617,000 | +28.5% | 7,941 | +36.8% | 0.02% | +30.8% |
Q2 2015 | $480,000 | +10.6% | 5,805 | +15.1% | 0.01% | +8.3% |
Q1 2015 | $434,000 | – | 5,042 | – | 0.01% | – |
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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% |