WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 305 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,812 | +0.2% | 141,872 | +2.8% | 0.20% | +2.6% |
Q2 2023 | $5,802 | +5.9% | 137,972 | +3.2% | 0.19% | 0.0% |
Q1 2023 | $5,479 | -5.8% | 133,687 | -5.5% | 0.19% | -8.1% |
Q4 2022 | $5,818 | -99.9% | 141,421 | -4.3% | 0.21% | -20.2% |
Q3 2022 | $5,565,000 | -5.1% | 147,732 | -1.8% | 0.26% | -11.5% |
Q2 2022 | $5,864,000 | -12.5% | 150,434 | -0.3% | 0.30% | -3.6% |
Q1 2022 | $6,705,000 | +4.1% | 150,949 | +3.9% | 0.31% | +6.2% |
Q4 2021 | $6,444,000 | +5.6% | 145,274 | -1.4% | 0.29% | -3.3% |
Q3 2021 | $6,104,000 | -0.4% | 147,267 | +0.9% | 0.30% | +8.7% |
Q2 2021 | $6,126,000 | -7.9% | 146,010 | -11.3% | 0.28% | -15.1% |
Q1 2021 | $6,655,000 | +5.5% | 164,642 | -9.2% | 0.32% | -5.0% |
Q4 2020 | $6,311,000 | +12.2% | 181,301 | -6.8% | 0.34% | -2.3% |
Q3 2020 | $5,625,000 | -4.8% | 194,476 | -6.7% | 0.35% | -16.7% |
Q2 2020 | $5,909,000 | -5.4% | 208,488 | -19.3% | 0.42% | -15.7% |
Q1 2020 | $6,245,000 | -29.1% | 258,478 | +11.7% | 0.50% | -7.6% |
Q4 2019 | $8,802,000 | +4.9% | 231,382 | +0.2% | 0.54% | -3.4% |
Q3 2019 | $8,388,000 | +1.2% | 231,005 | +0.9% | 0.56% | +1.8% |
Q2 2019 | $8,286,000 | +2.1% | 228,904 | +0.9% | 0.55% | -10.6% |
Q1 2019 | $8,119,000 | +3.2% | 226,841 | -8.8% | 0.61% | -12.1% |
Q4 2018 | $7,870,000 | -13.7% | 248,818 | +0.7% | 0.70% | -15.1% |
Q3 2018 | $9,117,000 | +1.5% | 247,211 | -1.5% | 0.82% | -3.2% |
Q2 2018 | $8,982,000 | +3.3% | 250,888 | -1.6% | 0.85% | -3.8% |
Q1 2018 | $8,696,000 | -3.2% | 254,854 | +0.1% | 0.88% | -4.0% |
Q4 2017 | $8,983,000 | +5.8% | 254,633 | +199.8% | 0.92% | -3.1% |
Q3 2017 | $8,488,000 | +2.0% | 84,923 | -0.3% | 0.95% | -4.2% |
Q2 2017 | $8,325,000 | -5.9% | 85,171 | -6.1% | 0.99% | -10.8% |
Q1 2017 | $8,850,000 | +7.1% | 90,738 | +3.7% | 1.11% | -3.5% |
Q4 2016 | $8,260,000 | -8.6% | 87,523 | -12.0% | 1.15% | -13.3% |
Q3 2016 | $9,035,000 | +31.5% | 99,420 | +29.5% | 1.32% | +20.5% |
Q2 2016 | $6,870,000 | +13.4% | 76,754 | +9.1% | 1.10% | +10.5% |
Q1 2016 | $6,059,000 | +20.1% | 70,367 | +12.2% | 0.99% | +14.0% |
Q4 2015 | $5,047,000 | +22.6% | 62,689 | +18.3% | 0.87% | +1.5% |
Q3 2015 | $4,115,000 | +6.2% | 52,983 | +13.0% | 0.86% | -0.9% |
Q2 2015 | $3,876,000 | +33.1% | 46,893 | +38.6% | 0.87% | +12.8% |
Q1 2015 | $2,912,000 | +1.3% | 33,830 | -1.5% | 0.77% | -19.6% |
Q4 2014 | $2,875,000 | +17.3% | 34,338 | +9.7% | 0.96% | +9.1% |
Q3 2014 | $2,450,000 | – | 31,299 | – | 0.88% | – |
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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 & Williams, 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% |