WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 107 filers reported holding WISDOMTREE TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $257,000 | +6.2% | 7,275 | +200.0% | 0.11% | +0.9% |
| Q3 2017 | $242,000 | -17.4% | 2,425 | -19.2% | 0.11% | -26.9% |
| Q2 2017 | $293,000 | -99.9% | 3,000 | -4.8% | 0.14% | +3.6% |
| Q1 2017 | $307,220,000 | +103341.1% | 3,150 | 0.0% | 0.14% | -34.3% |
| Q4 2016 | $297,000 | +2.1% | 3,150 | -1.6% | 0.21% | +17.0% |
| Q3 2016 | $291,000 | 0.0% | 3,200 | -1.5% | 0.18% | +11.7% |
| Q2 2016 | $291,000 | +3.9% | 3,250 | 0.0% | 0.16% | +2.5% |
| Q1 2016 | $280,000 | +0.7% | 3,250 | -5.8% | 0.16% | +5.3% |
| Q4 2015 | $278,000 | +3.7% | 3,450 | 0.0% | 0.15% | -20.5% |
| Q3 2015 | $268,000 | -6.0% | 3,450 | 0.0% | 0.19% | +6.7% |
| Q2 2015 | $285,000 | -5.9% | 3,450 | -2.1% | 0.18% | -15.6% |
| Q1 2015 | $303,000 | +4.8% | 3,525 | +2.2% | 0.21% | +1.9% |
| Q4 2014 | $289,000 | +12.0% | 3,450 | +4.5% | 0.21% | -2.8% |
| Q3 2014 | $258,000 | +16.2% | 3,300 | +14.8% | 0.21% | +1.4% |
| Q1 2014 | $222,000 | +5.2% | 2,875 | +1.8% | 0.21% | +12.9% |
| Q4 2013 | $211,000 | +1.9% | 2,825 | -5.0% | 0.19% | -17.7% |
| Q3 2013 | $207,000 | – | 2,975 | – | 0.23% | – |
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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% |