WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 137 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $331,000 | -81.3% | 3,701 | -82.0% | 0.06% | -70.4% |
| Q1 2016 | $1,769,000 | +0.6% | 20,540 | -6.0% | 0.19% | -1.1% |
| Q4 2015 | $1,759,000 | +5.5% | 21,843 | +1.7% | 0.19% | -0.5% |
| Q3 2015 | $1,667,000 | -24.6% | 21,468 | -19.7% | 0.19% | -19.2% |
| Q2 2015 | $2,210,000 | -1.0% | 26,737 | +3.1% | 0.23% | -2.1% |
| Q1 2015 | $2,233,000 | +32.8% | 25,943 | +29.2% | 0.24% | +25.8% |
| Q4 2014 | $1,682,000 | -2.1% | 20,085 | -8.5% | 0.19% | -8.2% |
| Q3 2014 | $1,718,000 | -0.8% | 21,945 | +3.5% | 0.21% | -4.6% |
| Q2 2014 | $1,732,000 | +21.1% | 21,211 | +14.3% | 0.22% | +7.4% |
| Q1 2014 | $1,430,000 | -50.0% | 18,555 | -51.6% | 0.20% | -8.2% |
| Q4 2013 | $2,862,000 | +146.5% | 38,354 | +129.6% | 0.22% | +8.9% |
| Q3 2013 | $1,161,000 | +16.1% | 16,704 | +9.5% | 0.20% | +2.5% |
| Q2 2013 | $1,000,000 | – | 15,258 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Noven Financial Group, Inc. | 161,765 | $15,267,000 | 10.46% |
| RELIANCE TRUST CO | 7,496 | $717,000 | 7.60% |
| NewFocus Financial Group, LLC | 109,995 | $10,381,000 | 7.00% |
| Linscomb Wealth, Inc. | 693,358 | $65,439,000 | 6.09% |
| Coyle Financial Counsel LLC | 28,531 | $2,693,000 | 5.80% |
| TMD & ASSOCIATES, INC | 67,370 | $6,358,000 | 5.52% |
| INSPIRION WEALTH ADVISORS, LLC | 72,848 | $6,875,000 | 4.36% |
| Live Your Vision, LLC | 96,775 | $9,134,000 | 3.88% |
| Cardan Capital Partners, LLC | 157,489 | $14,864,000 | 3.31% |
| Jacobus Wealth Management, Inc. | 119,169 | $11,247,000 | 3.29% |