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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $271,000 | +7.1% | 6,110 | -2.4% | 0.02% | -8.7% |
| Q1 2021 | $253,000 | -35.9% | 6,263 | -61.7% | 0.02% | -60.3% |
| Q1 2020 | $395,000 | -2.5% | 16,352 | +46.6% | 0.06% | -53.2% |
| Q3 2019 | $405,000 | +0.5% | 11,155 | +0.3% | 0.12% | -8.8% |
| Q2 2019 | $403,000 | +0.5% | 11,125 | -0.8% | 0.14% | +46.2% |
| Q1 2019 | $401,000 | +14.2% | 11,217 | +1.1% | 0.09% | -14.7% |
| Q4 2018 | $351,000 | -14.0% | 11,099 | +0.4% | 0.11% | +1.9% |
| Q3 2018 | $408,000 | +0.2% | 11,057 | -2.8% | 0.11% | -4.5% |
| Q2 2018 | $407,000 | +2.0% | 11,371 | -2.8% | 0.11% | -8.2% |
| Q1 2018 | $399,000 | -72.2% | 11,694 | -49.7% | 0.12% | -43.5% |
| Q4 2017 | $1,434,000 | +267.7% | 23,250 | +495.7% | 0.22% | +75.6% |
| Q3 2017 | $390,000 | +3.7% | 3,903 | +1.4% | 0.12% | -3.9% |
| Q2 2017 | $376,000 | -19.7% | 3,850 | -19.8% | 0.13% | -28.9% |
| Q1 2017 | $468,000 | +40.5% | 4,798 | +36.1% | 0.18% | +56.5% |
| Q4 2016 | $333,000 | +14.8% | 3,526 | +10.6% | 0.12% | -12.9% |
| Q3 2016 | $290,000 | +3.9% | 3,189 | +2.3% | 0.13% | -7.7% |
| Q2 2016 | $279,000 | +158.3% | 3,116 | +124.8% | 0.14% | +138.3% |
| Q3 2014 | $108,000 | – | 1,386 | – | 0.06% | – |
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% |