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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Planning & Information Services, Inc. | 909,035 | $25,762,000 | 10.81% |
INSPIRION WEALTH ADVISORS, LLC | 648,063 | $18,366,000 | 7.21% |
SVA Wealth Management, LLC | 2,062,295 | $58,445,000 | 6.24% |
Linscomb Wealth, Inc. | 2,377,334 | $67,374,000 | 4.93% |
Private Wealth Strategies, L.L.C. | 360,619 | $10,220,000 | 4.53% |
IAG Wealth Partners, LLC | 303,526 | $8,602,000 | 4.17% |
Financial Insights, Inc. | 109,536 | $4,325,000 | 3.84% |
Paracle Advisors, LLC | 518,773 | $14,702,000 | 3.43% |
CAPITAL WEALTH MANAGEMENT, LLC | 79,809 | $2,262,000 | 2.41% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 115,732 | $3,280,000 | 2.24% |