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 2017 | $132,000 | -3.6% | 1,348 | -3.9% | 0.03% | -18.9% |
| Q1 2017 | $137,000 | -21.7% | 1,403 | -24.3% | 0.04% | -14.0% |
| Q4 2016 | $175,000 | -15.0% | 1,854 | -18.3% | 0.04% | -15.7% |
| Q3 2016 | $206,000 | -6.4% | 2,270 | -7.8% | 0.05% | -13.6% |
| Q2 2016 | $220,000 | +3.8% | 2,463 | +0.2% | 0.06% | -3.3% |
| Q1 2016 | $212,000 | +5.0% | 2,457 | -1.9% | 0.06% | +1.7% |
| Q4 2015 | $202,000 | -4.7% | 2,504 | -8.4% | 0.06% | -9.1% |
| Q3 2015 | $212,000 | -5.8% | 2,734 | +0.2% | 0.07% | +6.5% |
| Q2 2015 | $225,000 | +38.0% | 2,728 | +44.1% | 0.06% | +37.8% |
| Q1 2015 | $163,000 | -3.6% | 1,893 | -6.0% | 0.04% | +32.4% |
| Q4 2014 | $169,000 | +2.4% | 2,013 | -4.7% | 0.03% | +9.7% |
| Q3 2014 | $165,000 | -4.6% | 2,113 | 0.0% | 0.03% | -3.1% |
| Q2 2014 | $173,000 | -3.9% | 2,113 | -9.6% | 0.03% | -11.1% |
| Q1 2014 | $180,000 | +2.3% | 2,338 | -0.8% | 0.04% | +44.0% |
| Q4 2013 | $176,000 | +26.6% | 2,356 | +17.4% | 0.02% | +13.6% |
| Q3 2013 | $139,000 | +6.1% | 2,006 | 0.0% | 0.02% | 0.0% |
| Q2 2013 | $131,000 | – | 2,006 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Melone Private Wealth, LLC | 314,888 | $12,897,820 | 9.22% |
| Financial Planning & Information Services, Inc. | 1,101,183 | $45,104,439 | 8.40% |
| Coulter & Justus Financial Services, LLC | 218,411 | $8,946,112 | 6.51% |
| INVENIO WEALTH PARTNERS LLC | 155,109 | $6,353,265 | 5.78% |
| IAG Wealth Partners, LLC | 489,615 | $20,054,653 | 5.59% |
| Linscomb & Williams, Inc. | 1,994,714 | $81,703,473 | 4.78% |
| Team Financial Group, LLC | 104,962 | $4,299,253 | 3.55% |
| Marion Wealth Management | 238,136 | $9,754,064 | 3.44% |
| Private Wealth Strategies, L.L.C. | 260,518 | $10,670,804 | 2.66% |
| Soltis Investment Advisors LLC | 440,067 | $18,025,147 | 2.32% |