WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 209 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $5,555,285 | -3.0% | 118,778 | +1.1% | 0.05% | -5.8% |
Q1 2024 | $5,728,869 | +14.4% | 117,467 | +7.2% | 0.05% | +6.1% |
Q4 2023 | $5,006,956 | +10.7% | 109,585 | -0.8% | 0.05% | 0.0% |
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% | 3,100 | 0.0% | 0.01% | -11.1% |
Q2 2014 | $253,000 | +6.3% | 3,100 | 0.0% | 0.01% | 0.0% |
Q1 2014 | $238,000 | +3.0% | 3,100 | 0.0% | 0.01% | 0.0% |
Q4 2013 | $231,000 | +7.4% | 3,100 | 0.0% | 0.01% | -10.0% |
Q3 2013 | $215,000 | +20.1% | 3,100 | +13.1% | 0.01% | +11.1% |
Q2 2013 | $179,000 | – | 2,740 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Riverview Trust Co | 518,102 | $18,812,000 | 13.10% |
Financial Planning & Information Services, Inc. | 703,027 | $25,527,000 | 10.81% |
INSPIRION WEALTH ADVISORS, LLC | 610,291 | $22,160,000 | 9.71% |
SVA Wealth Management, LLC | 1,843,626 | $66,942,000 | 6.57% |
Linscomb Wealth, Inc. | 2,065,992 | $75,016,000 | 6.03% |
Financial Insights, Inc. | 155,917 | $5,661,000 | 5.42% |
Connecticut Wealth Management, LLC | 842,649 | $30,597,000 | 3.77% |
HBW ADVISORY SERVICES LLC | 111,254 | $3,891,000 | 3.72% |
CAPITAL WEALTH MANAGEMENT, LLC | 95,699 | $3,475,000 | 3.71% |
Paracle Advisors, LLC | 403,329 | $14,644,000 | 3.55% |