WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 139 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |