WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 156 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2016 | $754,000 | +4.3% | 7,992 | +0.4% | 0.62% | -0.6% |
Q3 2016 | $723,000 | -11.6% | 7,957 | -12.9% | 0.63% | -10.4% |
Q2 2016 | $818,000 | +4.5% | 9,140 | +0.6% | 0.70% | -0.1% |
Q1 2016 | $783,000 | -68.4% | 9,088 | -70.5% | 0.70% | -70.2% |
Q4 2015 | $2,477,000 | +149.2% | 30,769 | +140.3% | 2.35% | +122.5% |
Q3 2015 | $994,000 | -81.4% | 12,803 | -80.2% | 1.06% | -76.2% |
Q2 2015 | $5,333,000 | +1.1% | 64,524 | +5.3% | 4.45% | +1.3% |
Q1 2015 | $5,273,000 | +81.3% | 61,259 | +76.4% | 4.39% | +82.9% |
Q4 2014 | $2,909,000 | – | 34,734 | – | 2.40% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Riverview Trust Co | 518,102 | $18,812,000 | 13.10% |
Financial Planning & Information Services, Inc. | 703,027 | $25,527,000 | 10.81% |
INSPIRION WEALTH ADVISORS, LLC | 610,291 | $22,160,000 | 9.71% |
SVA Wealth Management, LLC | 1,843,626 | $66,942,000 | 6.57% |
Linscomb Wealth, Inc. | 2,065,992 | $75,016,000 | 6.03% |
Financial Insights, Inc. | 155,917 | $5,661,000 | 5.42% |
Connecticut Wealth Management, LLC | 842,649 | $30,597,000 | 3.77% |
HBW ADVISORY SERVICES LLC | 111,254 | $3,891,000 | 3.72% |
CAPITAL WEALTH MANAGEMENT, LLC | 95,699 | $3,475,000 | 3.71% |
Paracle Advisors, LLC | 403,329 | $14,644,000 | 3.55% |