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 | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $2,553,000 | -40.3% | 72,371 | +69.1% | 0.88% | -45.8% |
| Q3 2017 | $4,278,000 | +1.9% | 42,802 | -0.4% | 1.63% | -7.3% |
| Q2 2017 | $4,200,000 | +0.5% | 42,964 | +0.3% | 1.76% | -5.7% |
| Q1 2017 | $4,179,000 | +3.7% | 42,845 | +0.3% | 1.86% | -8.1% |
| Q4 2016 | $4,031,000 | +4.2% | 42,714 | +0.4% | 2.03% | +3.0% |
| Q3 2016 | $3,867,000 | – | 42,551 | – | 1.97% | – |
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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% |