WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 245 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2018 | $1,648,000 | -43.3% | 52,104 | -33.8% | 0.16% | -31.8% |
Q3 2018 | $2,904,000 | +3.0% | 78,736 | -0.0% | 0.24% | -2.0% |
Q2 2018 | $2,820,000 | +26.3% | 78,771 | +20.3% | 0.24% | +20.2% |
Q1 2018 | $2,233,000 | +47.6% | 65,456 | +52.6% | 0.20% | +39.0% |
Q4 2017 | $1,513,000 | +78.6% | 42,881 | +318.3% | 0.15% | +29.2% |
Q2 2015 | $847,000 | – | 10,251 | – | 0.11% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Noven Financial Group, Inc. | 651,009 | $24,009,000 | 11.99% |
RELIANCE TRUST CO | 13,146 | $485,000 | 9.59% |
INSPIRION WEALTH ADVISORS, LLC | 560,077 | $20,656,000 | 8.76% |
TMD & ASSOCIATES, INC | 212,624 | $7,842,000 | 5.59% |
Linscomb Wealth, Inc. | 1,763,979 | $65,056,000 | 5.34% |
SVA Wealth Management, LLC | 1,077,220 | $39,728,000 | 4.04% |
Certified Advisory Corp | 211,039 | $7,783,000 | 3.60% |
Financial Planning & Information Services, Inc. | 239,595 | $8,836,000 | 3.42% |
CAPITAL WEALTH MANAGEMENT, LLC | 93,567 | $3,451,000 | 3.02% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 103,555 | $3,819,000 | 2.95% |