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 | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $12,385,000 | +0.9% | 123,915 | -1.3% | 3.24% | -2.1% |
| Q2 2017 | $12,275,000 | +4.3% | 125,578 | +4.1% | 3.31% | +0.3% |
| Q1 2017 | $11,768,000 | +4.6% | 120,657 | +1.2% | 3.30% | +0.3% |
| Q4 2016 | $11,247,000 | +7.6% | 119,169 | +3.6% | 3.29% | +8.0% |
| Q3 2016 | $10,453,000 | +0.8% | 115,023 | -0.7% | 3.04% | -3.8% |
| Q2 2016 | $10,368,000 | -0.1% | 115,848 | -3.8% | 3.16% | +4.3% |
| Q1 2016 | $10,374,000 | +7.6% | 120,469 | +0.6% | 3.03% | +9.7% |
| Q4 2015 | $9,645,000 | +5.2% | 119,794 | +1.4% | 2.76% | +3.4% |
| Q3 2015 | $9,171,000 | -4.9% | 118,094 | +1.2% | 2.67% | +11.6% |
| Q2 2015 | $9,646,000 | +1.5% | 116,709 | +5.7% | 2.40% | -2.3% |
| Q1 2015 | $9,500,000 | -2.9% | 110,368 | -5.5% | 2.45% | -3.5% |
| Q4 2014 | $9,784,000 | +11.9% | 116,834 | +4.6% | 2.54% | +5.5% |
| Q3 2014 | $8,743,000 | -3.7% | 111,700 | +0.5% | 2.41% | +3.7% |
| Q2 2014 | $9,079,000 | -44.8% | 111,177 | -48.7% | 2.32% | -41.9% |
| Q1 2014 | $16,448,000 | +111.1% | 216,755 | +107.6% | 4.00% | +77.0% |
| Q4 2013 | $7,790,000 | +14.8% | 104,406 | +7.0% | 2.26% | -4.6% |
| Q3 2013 | $6,783,000 | +19.2% | 97,566 | +12.4% | 2.37% | +13.9% |
| Q2 2013 | $5,690,000 | – | 86,786 | – | 2.08% | – |
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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% |