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 ↓ |
|---|---|---|---|
| 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% |