WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 209 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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 Wealth, 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% |