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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 909,035 | $25,762,000 | 10.81% |
| INSPIRION WEALTH ADVISORS, LLC | 648,063 | $18,366,000 | 7.21% |
| SVA Wealth Management, LLC | 2,062,295 | $58,445,000 | 6.24% |
| Linscomb Wealth, Inc. | 2,377,334 | $67,374,000 | 4.93% |
| Private Wealth Strategies, L.L.C. | 360,619 | $10,220,000 | 4.53% |
| IAG Wealth Partners, LLC | 303,526 | $8,602,000 | 4.17% |
| Financial Insights, Inc. | 109,536 | $4,325,000 | 3.84% |
| Paracle Advisors, LLC | 518,773 | $14,702,000 | 3.43% |
| CAPITAL WEALTH MANAGEMENT, LLC | 79,809 | $2,262,000 | 2.41% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 115,732 | $3,280,000 | 2.24% |