WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 201 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $3,115,000 | +1.6% | 84,472 | -1.3% | 0.35% | +2.0% |
| Q2 2018 | $3,065,000 | +12.5% | 85,601 | +7.2% | 0.34% | +11.8% |
| Q1 2018 | $2,724,000 | -7.9% | 79,830 | -4.8% | 0.31% | -5.6% |
| Q4 2017 | $2,958,000 | +2.5% | 83,854 | +190.4% | 0.32% | -2.7% |
| Q3 2017 | $2,886,000 | +1.5% | 28,875 | -0.7% | 0.33% | -13.5% |
| Q2 2017 | $2,842,000 | +3.8% | 29,073 | +3.5% | 0.38% | +17.0% |
| Q1 2017 | $2,739,000 | +5.4% | 28,082 | +2.0% | 0.33% | +0.3% |
| Q4 2016 | $2,598,000 | +5.7% | 27,525 | +1.7% | 0.33% | +2.2% |
| Q3 2016 | $2,459,000 | +6.7% | 27,055 | +5.1% | 0.32% | +3.2% |
| Q2 2016 | $2,305,000 | +27.6% | 25,751 | +22.8% | 0.31% | +23.9% |
| Q1 2016 | $1,806,000 | +11.6% | 20,978 | +4.3% | 0.25% | +9.6% |
| Q4 2015 | $1,619,000 | +7.5% | 20,105 | +3.6% | 0.23% | +4.1% |
| Q3 2015 | $1,506,000 | -4.7% | 19,398 | +1.4% | 0.22% | +2.8% |
| Q2 2015 | $1,581,000 | -0.4% | 19,129 | +3.7% | 0.21% | +0.5% |
| Q1 2015 | $1,588,000 | +12.9% | 18,452 | +11.3% | 0.21% | +10.4% |
| Q4 2014 | $1,406,000 | +21.4% | 16,572 | +12.0% | 0.19% | +14.9% |
| Q3 2014 | $1,158,000 | -1.7% | 14,793 | +2.6% | 0.17% | -0.6% |
| Q2 2014 | $1,178,000 | +18.8% | 14,422 | +12.0% | 0.17% | -1.7% |
| Q1 2014 | $992,000 | +42.5% | 12,874 | +37.9% | 0.17% | +39.8% |
| Q4 2013 | $696,000 | – | 9,334 | – | 0.12% | – |
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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% |