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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $463,000 | +5.7% | 13,308 | -12.2% | 0.05% | +6.2% |
| Q3 2020 | $438,000 | -11.5% | 15,162 | -13.2% | 0.05% | -11.1% |
| Q2 2020 | $495,000 | -10.2% | 17,470 | +19.8% | 0.05% | +10.2% |
| Q1 2020 | $551,000 | +4.6% | 14,581 | -2.4% | 0.05% | +81.5% |
| Q4 2017 | $527,000 | -4.0% | 14,942 | +172.3% | 0.03% | -10.0% |
| Q3 2017 | $549,000 | +10.5% | 5,488 | +8.0% | 0.03% | +7.1% |
| Q2 2017 | $497,000 | -21.6% | 5,083 | -21.8% | 0.03% | -24.3% |
| Q1 2017 | $634,000 | +10.6% | 6,499 | +7.1% | 0.04% | +2.8% |
| Q4 2016 | $573,000 | +9.6% | 6,067 | +5.5% | 0.04% | +5.9% |
| Q3 2016 | $523,000 | -6.6% | 5,750 | -8.2% | 0.03% | -10.5% |
| Q2 2016 | $560,000 | +4.1% | 6,261 | +0.2% | 0.04% | -2.6% |
| Q1 2016 | $538,000 | +5.7% | 6,248 | -1.3% | 0.04% | 0.0% |
| Q4 2015 | $509,000 | -41.1% | 6,328 | -51.5% | 0.04% | -55.7% |
| Q3 2015 | $864,000 | +102.3% | 13,049 | +152.8% | 0.09% | +100.0% |
| Q2 2015 | $427,000 | +3.6% | 5,161 | +7.9% | 0.04% | -2.2% |
| Q1 2015 | $412,000 | +4.3% | 4,785 | +1.5% | 0.04% | -11.8% |
| Q4 2014 | $395,000 | -1.5% | 4,714 | -7.9% | 0.05% | -28.2% |
| Q3 2014 | $401,000 | +8.1% | 5,119 | +12.6% | 0.07% | +14.5% |
| Q2 2014 | $371,000 | +12.1% | 4,548 | +5.8% | 0.06% | -12.7% |
| Q1 2014 | $331,000 | -0.3% | 4,297 | -3.5% | 0.07% | -13.4% |
| Q4 2013 | $332,000 | +4.1% | 4,452 | -3.0% | 0.08% | -9.9% |
| Q3 2013 | $319,000 | +6.0% | 4,592 | -0.1% | 0.09% | -10.8% |
| Q2 2013 | $301,000 | +8.3% | 4,596 | +7.8% | 0.10% | +9.7% |
| Q1 2013 | $278,000 | – | 4,264 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,037,876 | $39,097,000 | 9.47% |
| Melone Private Wealth, LLC | 224,141 | $8,860,000 | 7.74% |
| IAG Wealth Partners, LLC | 434,847 | $16,381,000 | 5.44% |
| Linscomb & Williams, Inc. | 2,283,773 | $86,030,000 | 5.22% |
| Marion Wealth Management | 168,414 | $6,344,000 | 3.26% |
| Concord Wealth Partners | 234,313 | $8,827,000 | 2.80% |
| Private Wealth Strategies, L.L.C. | 241,476 | $9,103,000 | 2.66% |
| Apeiron RIA LLC | 147,714 | $5,745,000 | 2.64% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 118,937 | $4,480,000 | 2.55% |
| Bickling Financial Services, Inc. | 93,904 | $3,538,000 | 2.38% |