WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 262 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $499,349 | -8.0% | 10,477 | -5.8% | 0.04% | -26.0% |
Q1 2024 | $542,678 | +10.8% | 11,127 | +3.8% | 0.05% | -2.0% |
Q4 2023 | $489,655 | +11.7% | 10,716 | +0.2% | 0.05% | 0.0% |
Q3 2023 | $438,249 | -10.0% | 10,699 | -7.7% | 0.05% | -7.3% |
Q2 2023 | $487,205 | -5.8% | 11,586 | -8.2% | 0.06% | +1.9% |
Q1 2023 | $516,973 | +93216.4% | 12,615 | -6.4% | 0.05% | -8.5% |
Q4 2022 | $554 | -99.9% | 13,479 | -1.1% | 0.06% | -3.3% |
Q3 2022 | $513,000 | -4.8% | 13,624 | -1.5% | 0.06% | +1.7% |
Q2 2022 | $539,000 | -39.4% | 13,838 | -30.9% | 0.06% | +39.5% |
Q1 2022 | $889,000 | +223.3% | 20,029 | +223.0% | 0.04% | +59.3% |
Q4 2021 | $275,000 | +7.0% | 6,200 | 0.0% | 0.03% | -6.9% |
Q3 2021 | $257,000 | -1.2% | 6,200 | 0.0% | 0.03% | -23.7% |
Q2 2021 | $260,000 | -25.3% | 6,200 | -39.2% | 0.04% | -44.1% |
Q1 2018 | $348,000 | +4.8% | 10,200 | +200.0% | 0.07% | -2.9% |
Q2 2017 | $332,000 | 0.0% | 3,400 | 0.0% | 0.07% | -7.9% |
Q1 2017 | $332,000 | +3.4% | 3,400 | 0.0% | 0.08% | +10.1% |
Q4 2016 | $321,000 | +3.5% | 3,400 | -0.3% | 0.07% | -6.8% |
Q3 2016 | $310,000 | +0.3% | 3,410 | -1.3% | 0.07% | -1.3% |
Q2 2016 | $309,000 | +5.5% | 3,455 | +1.6% | 0.08% | +2.7% |
Q1 2016 | $293,000 | -15.3% | 3,400 | -20.9% | 0.07% | -12.0% |
Q4 2015 | $346,000 | +22.3% | 4,300 | +17.8% | 0.08% | +12.2% |
Q3 2015 | $283,000 | +0.7% | 3,649 | +7.3% | 0.07% | +2.8% |
Q2 2015 | $281,000 | -24.1% | 3,400 | -20.9% | 0.07% | -24.2% |
Q1 2015 | $370,000 | -14.2% | 4,300 | -16.5% | 0.10% | -15.2% |
Q4 2014 | $431,000 | +6.9% | 5,150 | 0.0% | 0.11% | -6.7% |
Q3 2014 | $403,000 | +45.0% | 5,150 | +51.5% | 0.12% | +44.6% |
Q2 2014 | $278,000 | +6.1% | 3,400 | 0.0% | 0.08% | -3.5% |
Q1 2014 | $262,000 | – | 3,400 | – | 0.09% | – |
Download |
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% |