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 | $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 ↓ |
|---|---|---|---|
| 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% |