WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 201 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,253,000 | -44.1% | 12,542 | -45.4% | 1.11% | -34.2% |
| Q2 2017 | $2,243,000 | +28.4% | 22,960 | +28.2% | 1.68% | +12.7% |
| Q1 2017 | $1,747,000 | -3.1% | 17,910 | -6.2% | 1.49% | -4.8% |
| Q4 2016 | $1,802,000 | +15.2% | 19,098 | +11.0% | 1.57% | -2.0% |
| Q3 2016 | $1,564,000 | +5.3% | 17,211 | +3.5% | 1.60% | +17.6% |
| Q2 2016 | $1,485,000 | – | 16,636 | – | 1.36% | – |
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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% |