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 | ||||
---|---|---|---|---|---|---|
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. | 930,278 | $38,560,000 | 10.49% |
JD Financial Services Inc. | 163,620 | $6,782,000 | 6.19% |
Financial Insights, Inc. | 139,106 | $5,766,000 | 5.30% |
Linscomb Wealth, Inc. | 2,420,622 | $100,335,000 | 5.17% |
IAG Wealth Partners, LLC | 342,375 | $14,192,000 | 5.05% |
Ten Capital Wealth Advisors, LLC | 253,327 | $10,500,000 | 4.91% |
Private Wealth Strategies, L.L.C. | 258,403 | $10,704,000 | 2.68% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 122,035 | $5,058,000 | 2.55% |
Concord Wealth Partners | 142,573 | $5,910,000 | 2.42% |
JNBA Financial Advisors | 391,308 | $16,220,000 | 2.18% |