WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 244 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $600,000 | +2.2% | 6,000 | 0.0% | 0.08% | -1.3% |
| Q2 2017 | $587,000 | +0.3% | 6,000 | 0.0% | 0.08% | -5.0% |
| Q1 2017 | $585,000 | +3.4% | 6,000 | 0.0% | 0.08% | -2.4% |
| Q4 2016 | $566,000 | +3.9% | 6,000 | 0.0% | 0.08% | 0.0% |
| Q3 2016 | $545,000 | +1.5% | 6,000 | 0.0% | 0.08% | -4.7% |
| Q2 2016 | $537,000 | +3.9% | 6,000 | 0.0% | 0.09% | +2.4% |
| Q1 2016 | $517,000 | +7.0% | 6,000 | 0.0% | 0.08% | +10.5% |
| Q4 2015 | $483,000 | +3.6% | 6,000 | 0.0% | 0.08% | -2.6% |
| Q3 2015 | $466,000 | -6.0% | 6,000 | 0.0% | 0.08% | +4.0% |
| Q2 2015 | $496,000 | -3.9% | 6,000 | 0.0% | 0.08% | -3.8% |
| Q1 2015 | $516,000 | +2.8% | 6,000 | 0.0% | 0.08% | +1.3% |
| Q4 2014 | $502,000 | +42.6% | 6,000 | +33.3% | 0.08% | +35.1% |
| Q3 2014 | $352,000 | -4.1% | 4,500 | 0.0% | 0.06% | -9.5% |
| Q2 2014 | $367,000 | +35.9% | 4,500 | +28.6% | 0.06% | +28.6% |
| Q1 2014 | $270,000 | +3.4% | 3,500 | 0.0% | 0.05% | 0.0% |
| Q4 2013 | $261,000 | +7.4% | 3,500 | 0.0% | 0.05% | -2.0% |
| Q3 2013 | $243,000 | +6.1% | 3,500 | 0.0% | 0.05% | -2.0% |
| Q2 2013 | $229,000 | – | 3,500 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Riverview Trust Co | 547,820 | $20,840,000 | 14.02% |
| Financial Planning & Information Services, Inc. | 717,885 | $27,308,000 | 10.86% |
| INSPIRION WEALTH ADVISORS, LLC | 612,570 | $23,302,000 | 7.87% |
| Johanson Financial Advisors, Inc. | 5,517,541 | $145,046,000 | 6.89% |
| IAG Wealth Partners, LLC | 270,208 | $10,279,000 | 6.71% |
| SVA Wealth Management, LLC | 1,876,771 | $71,392,000 | 6.54% |
| Linscomb Wealth, Inc. | 2,082,123 | $79,204,000 | 5.17% |
| Financial Insights, Inc. | 154,120 | $5,863,000 | 5.14% |
| Private Wealth Strategies, L.L.C. | 332,983 | $12,667,000 | 5.05% |
| Apexium Financial, LP | 95,631 | $3,638,000 | 4.70% |