WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 267 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $77,983 | 0.0% | 1,599 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $77,983 | +6.7% | 1,599 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $73,058 | +11.5% | 1,599 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $65,495 | -2.6% | 1,599 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $67,238 | +2.6% | 1,599 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $65,527 | -0.4% | 1,599 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $65,783 | +9.6% | 1,599 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $60,000 | -3.2% | 1,599 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $62,000 | -12.7% | 1,599 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $71,000 | 0.0% | 1,599 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $71,000 | +7.6% | 1,599 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $66,000 | -1.5% | 1,599 | 0.0% | 0.00% | -33.3% |
| Q2 2021 | $67,000 | +19.6% | 1,599 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $56,000 | +21.7% | 1,599 | 0.0% | 0.00% | +50.0% |
| Q4 2020 | $46,000 | 0.0% | 1,599 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $46,000 | +2.2% | 1,599 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $45,000 | +15.4% | 1,599 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $39,000 | -36.1% | 1,599 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $61,000 | -72.9% | 1,599 | -74.3% | 0.00% | -76.5% |
| Q2 2019 | $225,000 | -19.4% | 6,214 | -20.5% | 0.02% | -22.7% |
| Q1 2019 | $279,000 | +21.8% | 7,813 | +7.8% | 0.02% | 0.0% |
| Q4 2018 | $229,000 | -35.1% | 7,249 | -24.2% | 0.02% | -26.7% |
| Q3 2018 | $353,000 | +3.5% | 9,568 | +0.3% | 0.03% | -6.2% |
| Q2 2018 | $341,000 | +4.0% | 9,540 | -0.5% | 0.03% | -3.0% |
| Q1 2018 | $328,000 | +22.8% | 9,588 | +26.9% | 0.03% | +17.9% |
| Q4 2017 | $267,000 | +14.1% | 7,557 | +222.1% | 0.03% | -6.7% |
| Q3 2017 | $234,000 | +1.7% | 2,346 | -0.1% | 0.03% | -9.1% |
| Q2 2017 | $230,000 | – | 2,348 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Noven Financial Group, Inc. | 651,009 | $24,009,000 | 11.99% |
| RELIANCE TRUST CO | 13,146 | $485,000 | 9.59% |
| INSPIRION WEALTH ADVISORS, LLC | 560,077 | $20,656,000 | 8.76% |
| TMD & ASSOCIATES, INC | 212,624 | $7,842,000 | 5.59% |
| Linscomb Wealth, Inc. | 1,763,979 | $65,056,000 | 5.34% |
| SVA Wealth Management, LLC | 1,077,220 | $39,728,000 | 4.04% |
| Certified Advisory Corp | 211,039 | $7,783,000 | 3.60% |
| Financial Planning & Information Services, Inc. | 239,595 | $8,836,000 | 3.42% |
| CAPITAL WEALTH MANAGEMENT, LLC | 93,567 | $3,451,000 | 3.02% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 103,555 | $3,819,000 | 2.95% |