WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 130 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $4,045,000 | +6.7% | 114,644 | +202.1% | 2.29% | +15.3% |
| Q3 2017 | $3,792,000 | +2.7% | 37,944 | -6.6% | 1.98% | +46.2% |
| Q3 2016 | $3,694,000 | +599.6% | 40,642 | +588.8% | 1.36% | +498.2% |
| Q2 2016 | $528,000 | +25.1% | 5,900 | +20.4% | 0.23% | +24.7% |
| Q1 2016 | $422,000 | +23.0% | 4,899 | +14.9% | 0.18% | +18.2% |
| Q4 2015 | $343,000 | -6.0% | 4,265 | -9.2% | 0.15% | -11.0% |
| Q3 2015 | $365,000 | -42.5% | 4,697 | -38.8% | 0.17% | -39.7% |
| Q2 2015 | $635,000 | +8.4% | 7,677 | +12.7% | 0.29% | -2.7% |
| Q1 2015 | $586,000 | +62.8% | 6,810 | +58.5% | 0.30% | +52.1% |
| Q4 2014 | $360,000 | +34.8% | 4,297 | +26.2% | 0.19% | +28.5% |
| Q3 2014 | $267,000 | -2.6% | 3,405 | +1.5% | 0.15% | -5.6% |
| Q2 2014 | $274,000 | – | 3,354 | – | 0.16% | – |
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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% |