D.A. DAVIDSON & CO. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 139 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
D.A. DAVIDSON & CO. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$4,523,888
-4.5%
110,446
-1.9%
0.05%
-2.0%
Q2 2023$4,735,122
+2.4%
112,606
-0.2%
0.05%
-3.8%
Q1 2023$4,623,000
+0.0%
112,811
+0.4%
0.05%
-5.5%
Q4 2022$4,621,418
+16.8%
112,333
+7.0%
0.06%
+5.8%
Q3 2022$3,956,000
+8.2%
105,021
+12.0%
0.05%
+13.0%
Q2 2022$3,656,000
-6.8%
93,780
+6.2%
0.05%
+7.0%
Q1 2022$3,922,000
+7.3%
88,282
+7.2%
0.04%
+10.3%
Q4 2021$3,655,000
+3.7%
82,384
-3.1%
0.04%
-4.9%
Q3 2021$3,526,000
+5.5%
85,056
+6.8%
0.04%
+5.1%
Q2 2021$3,341,000
-6.2%
79,651
-9.6%
0.04%
-15.2%
Q1 2021$3,562,000
-1.6%
88,131
-15.3%
0.05%
-16.4%
Q4 2020$3,620,000
+3.7%
104,000
-13.9%
0.06%
-9.8%
Q3 2020$3,492,000
+7.1%
120,761
+5.0%
0.06%0.0%
Q2 2020$3,261,000
+14.5%
115,054
-2.4%
0.06%
+8.9%
Q1 2020$2,849,000
-12.7%
117,855
+37.4%
0.06%
+5.7%
Q4 2019$3,264,000
+17.8%
85,799
+12.5%
0.05%
+6.0%
Q3 2019$2,770,000
+12.2%
76,286
+11.9%
0.05%
+8.7%
Q2 2019$2,469,000
+6.9%
68,196
+5.1%
0.05%
+15.0%
Q1 2019$2,310,000
+16.6%
64,857
+3.5%
0.04%
+2.6%
Q4 2018$1,981,000
-16.0%
62,640
-2.0%
0.04%
-7.1%
Q3 2018$2,357,000
+1.2%
63,920
-1.8%
0.04%
-8.7%
Q2 2018$2,329,000
+129.9%
65,065
+119.1%
0.05%
+119.0%
Q1 2018$1,013,000
+106.7%
29,692
+113.8%
0.02%
+110.0%
Q4 2017$490,000
+5.4%
13,887
+197.9%
0.01%
+11.1%
Q3 2017$465,000
+10.7%
4,661
+8.3%
0.01%0.0%
Q2 2017$420,000
+27.3%
4,302
+27.0%
0.01%
+12.5%
Q1 2017$330,000
+2.8%
3,387
-0.6%
0.01%
+14.3%
Q4 2016$321,000
-43.1%
3,406
-45.1%
0.01%
-50.0%
Q3 2016$564,000
-86.4%
6,207
-86.6%
0.01%
-88.5%
Q2 2016$4,139,000
-4.9%
46,249
-8.5%
0.12%
-10.3%
Q1 2016$4,353,000
+6.4%
50,555
-0.5%
0.14%
+2.3%
Q4 2015$4,091,000
-7.4%
50,818
-10.7%
0.13%
-14.2%
Q3 2015$4,417,000
-8.0%
56,888
-2.1%
0.16%
-1.9%
Q2 2015$4,801,000
+0.2%
58,092
+4.3%
0.16%
+0.6%
Q1 2015$4,793,000
+23.9%
55,684
+20.6%
0.16%
+24.6%
Q4 2014$3,867,000
+1497.9%
46,188
+1389.9%
0.13%
+1475.0%
Q3 2014$242,000
-4.3%
3,1000.0%0.01%
-11.1%
Q2 2014$253,000
+6.3%
3,1000.0%0.01%0.0%
Q1 2014$238,000
+3.0%
3,1000.0%0.01%0.0%
Q4 2013$231,000
+7.4%
3,1000.0%0.01%
-10.0%
Q3 2013$215,000
+20.1%
3,100
+13.1%
0.01%
+11.1%
Q2 2013$179,0002,7400.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2015
NameSharesValueWeighting ↓
Financial Planning & Information Services, Inc. 1,037,876$39,097,0009.47%
Melone Private Wealth, LLC 224,141$8,860,0007.74%
IAG Wealth Partners, LLC 434,847$16,381,0005.44%
Linscomb & Williams, Inc. 2,283,773$86,030,0005.22%
Marion Wealth Management 168,414$6,344,0003.26%
Concord Wealth Partners 234,313$8,827,0002.80%
Private Wealth Strategies, L.L.C. 241,476$9,103,0002.66%
Apeiron RIA LLC 147,714$5,745,0002.64%
EisnerAmper Wealth Management Corporate Benefits, LLC 118,937$4,480,0002.55%
Bickling Financial Services, Inc. 93,904$3,538,0002.38%
View complete list of WISDOMTREE TR shareholders