WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 137 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $1,299,000 | +16.7% | 15,089 | +13.5% | 0.01% | +8.3% |
| Q4 2014 | $1,113,000 | +24.1% | 13,294 | +16.0% | 0.01% | -7.7% |
| Q3 2014 | $897,000 | +9.9% | 11,460 | +14.7% | 0.01% | +18.2% |
| Q2 2014 | $816,000 | +18.6% | 9,987 | +11.8% | 0.01% | +10.0% |
| Q1 2014 | $688,000 | 0.0% | 8,930 | -3.1% | 0.01% | -16.7% |
| Q4 2013 | $688,000 | +19.0% | 9,218 | +10.8% | 0.01% | +9.1% |
| Q3 2013 | $578,000 | +87.7% | 8,321 | +76.9% | 0.01% | +83.3% |
| Q2 2013 | $308,000 | – | 4,703 | – | 0.01% | – |
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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 & Williams, 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% |