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 | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $1,799,000 | -60.4% | 50,262 | -62.2% | 0.16% | -61.9% |
| Q1 2018 | $4,541,000 | +16.2% | 133,087 | +20.2% | 0.41% | +17.4% |
| Q4 2017 | $3,907,000 | +104.4% | 110,751 | +479.2% | 0.35% | +102.9% |
| Q3 2017 | $1,911,000 | -43.0% | 19,122 | -44.2% | 0.17% | -45.8% |
| Q2 2017 | $3,350,000 | +71.6% | 34,269 | +71.2% | 0.32% | +61.9% |
| Q1 2017 | $1,952,000 | +134.6% | 20,017 | +127.0% | 0.20% | +116.5% |
| Q4 2016 | $832,000 | +120.7% | 8,819 | +112.6% | 0.09% | +116.7% |
| Q3 2016 | $377,000 | +18750.0% | 4,148 | +20640.0% | 0.04% | – |
| Q3 2015 | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q2 2015 | $2,000 | – | 20 | – | 0.00% | – |
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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% |