WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 99 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $11,078,752 | -3.9% | 236,877 | +0.2% | 0.37% | -4.4% |
Q1 2024 | $11,526,503 | +4.9% | 236,344 | -1.8% | 0.38% | +0.5% |
Q4 2023 | $10,992,439 | +9.3% | 240,587 | -2.0% | 0.38% | -2.6% |
Q3 2023 | $10,054,011 | -1.6% | 245,459 | +1.0% | 0.39% | +2.6% |
Q2 2023 | $10,215,751 | +5.4% | 242,943 | +2.8% | 0.38% | +3.8% |
Q1 2023 | $9,688,601 | -0.2% | 236,423 | +0.2% | 0.37% | -4.9% |
Q4 2022 | $9,703,857 | +6.8% | 235,874 | -2.2% | 0.39% | +1.0% |
Q3 2022 | $9,086,000 | +0.2% | 241,212 | +3.6% | 0.38% | +4.4% |
Q2 2022 | $9,072,000 | -14.3% | 232,724 | -2.4% | 0.37% | -6.9% |
Q1 2022 | $10,590,000 | +0.4% | 238,405 | +0.3% | 0.39% | +5.4% |
Q4 2021 | $10,547,000 | +6.7% | 237,763 | -0.3% | 0.37% | -2.9% |
Q3 2021 | $9,882,000 | -2.9% | 238,411 | -1.7% | 0.38% | -2.3% |
Q2 2021 | $10,179,000 | -0.2% | 242,654 | -3.9% | 0.39% | -6.7% |
Q1 2021 | $10,202,000 | +10.4% | 252,388 | -5.0% | 0.42% | +4.7% |
Q4 2020 | $9,245,000 | +5.7% | 265,596 | -12.2% | 0.40% | -9.3% |
Q3 2020 | $8,745,000 | +5.5% | 302,397 | +3.4% | 0.44% | -1.1% |
Q2 2020 | $8,288,000 | +31.9% | 292,438 | +12.5% | 0.45% | +16.4% |
Q1 2020 | $6,282,000 | -34.2% | 260,014 | +3.6% | 0.38% | -20.8% |
Q4 2019 | $9,547,000 | +6.6% | 250,976 | +1.8% | 0.49% | +0.2% |
Q3 2019 | $8,955,000 | +3.4% | 246,616 | +3.1% | 0.48% | +1.7% |
Q2 2019 | $8,659,000 | -1.8% | 239,204 | -2.9% | 0.48% | -3.8% |
Q1 2019 | $8,818,000 | +9.1% | 246,390 | -3.6% | 0.50% | +2.1% |
Q4 2018 | $8,081,000 | -13.2% | 255,492 | +1.2% | 0.49% | -6.2% |
Q3 2018 | $9,315,000 | -1.5% | 252,584 | -4.3% | 0.52% | -8.8% |
Q2 2018 | $9,453,000 | +6.8% | 264,038 | +1.7% | 0.57% | +5.4% |
Q1 2018 | $8,854,000 | -4.6% | 259,503 | -1.3% | 0.54% | -4.3% |
Q4 2017 | $9,279,000 | +6.5% | 263,008 | +201.8% | 0.56% | +1.1% |
Q3 2017 | $8,711,000 | +7.0% | 87,150 | +4.6% | 0.56% | +2.6% |
Q2 2017 | $8,141,000 | +6.7% | 83,287 | +6.4% | 0.54% | +3.4% |
Q1 2017 | $7,632,000 | +15.6% | 78,253 | +11.9% | 0.52% | +8.2% |
Q4 2016 | $6,603,000 | +18.6% | 69,961 | +14.2% | 0.48% | +12.8% |
Q3 2016 | $5,566,000 | +35.6% | 61,240 | +33.5% | 0.43% | +27.2% |
Q2 2016 | $4,104,000 | +204.7% | 45,856 | +174.1% | 0.34% | +162.0% |
Q1 2016 | $1,347,000 | 0.0% | 16,730 | 0.0% | 0.13% | 0.0% |
Q4 2015 | $1,347,000 | +31.5% | 16,730 | +26.9% | 0.13% | +13.2% |
Q3 2015 | $1,024,000 | -0.4% | 13,188 | +6.1% | 0.11% | +67.6% |
Q2 2015 | $1,028,000 | +44.0% | 12,433 | +49.9% | 0.07% | -11.7% |
Q1 2015 | $714,000 | +25.7% | 8,292 | +22.3% | 0.08% | +35.1% |
Q4 2014 | $568,000 | +20.3% | 6,780 | +12.5% | 0.06% | +16.3% |
Q3 2014 | $472,000 | 0.0% | 6,025 | +4.3% | 0.05% | 0.0% |
Q2 2014 | $472,000 | +35.6% | 5,777 | +27.9% | 0.05% | +32.4% |
Q1 2014 | $348,000 | +60.4% | 4,517 | +55.2% | 0.04% | +60.9% |
Q4 2013 | $217,000 | – | 2,910 | – | 0.02% | – |
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% |