WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 187 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is 0.33 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $402,000 | +5.8% | 11,794 | +9.6% | 0.11% | -2.7% |
| Q4 2017 | $380,000 | -0.5% | 10,757 | +181.8% | 0.11% | -8.9% |
| Q3 2017 | $382,000 | -21.6% | 3,817 | -23.5% | 0.12% | -27.2% |
| Q2 2017 | $487,000 | -3.2% | 4,987 | -3.4% | 0.17% | -8.6% |
| Q1 2017 | $503,000 | -22.5% | 5,162 | -25.0% | 0.18% | -28.3% |
| Q4 2016 | $649,000 | +2.2% | 6,881 | -1.6% | 0.26% | -1.1% |
| Q3 2016 | $635,000 | -25.3% | 6,991 | -26.3% | 0.26% | -31.0% |
| Q2 2016 | $850,000 | +2.5% | 9,492 | -1.4% | 0.38% | -3.1% |
| Q1 2016 | $829,000 | -8.7% | 9,625 | -14.7% | 0.39% | -24.1% |
| Q4 2015 | $908,000 | – | 11,278 | – | 0.51% | – |
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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% |