WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 168 filers reported holding WISDOMTREE TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $8,000 | 0.0% | 225 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $8,000 | 0.0% | 225 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $8,000 | +14.3% | 225 | 0.0% | 0.01% | +20.0% |
| Q4 2018 | $7,000 | -58.8% | 225 | -50.0% | 0.01% | -54.5% |
| Q3 2018 | $17,000 | +6.2% | 450 | 0.0% | 0.01% | -8.3% |
| Q2 2018 | $16,000 | -55.6% | 450 | -57.1% | 0.01% | -14.3% |
| Q1 2018 | $36,000 | -2.7% | 1,050 | 0.0% | 0.01% | +27.3% |
| Q4 2017 | $37,000 | +5.7% | 1,050 | +200.0% | 0.01% | 0.0% |
| Q3 2017 | $35,000 | +2.9% | 350 | 0.0% | 0.01% | -8.3% |
| Q2 2017 | $34,000 | 0.0% | 350 | 0.0% | 0.01% | -7.7% |
| Q1 2017 | $34,000 | +3.0% | 350 | 0.0% | 0.01% | +8.3% |
| Q4 2016 | $33,000 | +3.1% | 350 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $32,000 | +3.2% | 350 | 0.0% | 0.01% | -20.0% |
| Q2 2016 | $31,000 | +3.3% | 350 | 0.0% | 0.02% | +15.4% |
| Q1 2016 | $30,000 | +7.1% | 350 | 0.0% | 0.01% | -13.3% |
| Q4 2015 | $28,000 | +3.7% | 350 | 0.0% | 0.02% | 0.0% |
| Q3 2015 | $27,000 | -6.9% | 350 | 0.0% | 0.02% | +7.1% |
| Q2 2015 | $29,000 | – | 350 | – | 0.01% | – |
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% |