WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 130 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $291,000 | -36.5% | 12,043 | 0.0% | 0.19% | -14.7% |
| Q4 2019 | $458,000 | -61.9% | 12,043 | -16.0% | 0.22% | -47.5% |
| Q4 2014 | $1,201,000 | +7.6% | 14,338 | +0.5% | 0.43% | +3.4% |
| Q3 2014 | $1,116,000 | -5.1% | 14,263 | -1.0% | 0.41% | -4.2% |
| Q2 2014 | $1,176,000 | +6.3% | 14,400 | +0.3% | 0.43% | +1.4% |
| Q1 2014 | $1,106,000 | +7.7% | 14,350 | +4.3% | 0.42% | +5.2% |
| Q4 2013 | $1,027,000 | +10.2% | 13,760 | +2.6% | 0.40% | +1.8% |
| Q3 2013 | $932,000 | +4.6% | 13,410 | -1.3% | 0.40% | +5.0% |
| Q2 2013 | $891,000 | – | 13,590 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,037,876 | $39,097,000 | 9.47% |
| Melone Private Wealth, LLC | 224,141 | $8,860,000 | 7.74% |
| IAG Wealth Partners, LLC | 434,847 | $16,381,000 | 5.44% |
| Linscomb Wealth, Inc. | 2,283,773 | $86,030,000 | 5.22% |
| Marion Wealth Management | 168,414 | $6,344,000 | 3.26% |
| Concord Wealth Partners | 234,313 | $8,827,000 | 2.80% |
| Private Wealth Strategies, L.L.C. | 241,476 | $9,103,000 | 2.66% |
| Apeiron RIA LLC | 147,714 | $5,745,000 | 2.64% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 118,937 | $4,480,000 | 2.55% |
| Bickling Financial Services, Inc. | 93,904 | $3,538,000 | 2.38% |