WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 290 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,192,960 | -3.7% | 29,125 | -1.1% | 0.71% | +3.5% |
Q2 2023 | $1,238,793 | -0.4% | 29,460 | -3.0% | 0.69% | -6.9% |
Q1 2023 | $1,244,153 | -1.1% | 30,360 | -0.7% | 0.74% | -7.9% |
Q4 2022 | $1,258,267 | +9.2% | 30,585 | 0.0% | 0.80% | +0.9% |
Q3 2022 | $1,152,000 | -3.3% | 30,585 | +0.1% | 0.80% | +3.2% |
Q2 2022 | $1,191,000 | -12.2% | 30,550 | 0.0% | 0.77% | +7.7% |
Q1 2022 | $1,357,000 | -0.1% | 30,550 | -0.2% | 0.72% | +2.4% |
Q4 2021 | $1,359,000 | +5.9% | 30,626 | -1.0% | 0.70% | -6.1% |
Q3 2021 | $1,283,000 | -2.2% | 30,950 | -1.0% | 0.74% | -4.0% |
Q2 2021 | $1,312,000 | +4.7% | 31,270 | +0.9% | 0.77% | -1.9% |
Q1 2021 | $1,253,000 | +16.1% | 31,000 | -0.0% | 0.79% | +17.2% |
Q4 2020 | $1,079,000 | +14.8% | 31,007 | -4.6% | 0.67% | -0.6% |
Q3 2020 | $940,000 | +1.5% | 32,507 | -0.5% | 0.68% | -5.6% |
Q2 2020 | $926,000 | +12.4% | 32,675 | -4.2% | 0.72% | -14.3% |
Q1 2020 | $824,000 | -35.3% | 34,095 | +1.8% | 0.84% | -4.5% |
Q4 2019 | $1,274,000 | +13.0% | 33,495 | +7.9% | 0.88% | +2.0% |
Q3 2019 | $1,127,000 | +13.4% | 31,049 | +13.1% | 0.86% | +16.4% |
Q2 2019 | $994,000 | +1.2% | 27,445 | 0.0% | 0.74% | -8.1% |
Q1 2019 | $982,000 | +29.0% | 27,445 | +14.0% | 0.80% | +12.8% |
Q4 2018 | $761,000 | -0.4% | 24,075 | +12.8% | 0.71% | +47.1% |
Q2 2018 | $764,000 | -1.9% | 21,350 | -3.3% | 0.48% | +0.4% |
Q1 2018 | $779,000 | 0.0% | 22,074 | 0.0% | 0.48% | 0.0% |
Q4 2017 | $779,000 | +5.7% | 22,074 | +199.4% | 0.48% | +2.1% |
Q3 2017 | $737,000 | +1.9% | 7,373 | -0.3% | 0.47% | -30.8% |
Q2 2017 | $723,000 | +26.4% | 7,393 | +26.0% | 0.68% | +19.0% |
Q1 2017 | $572,000 | +18.2% | 5,868 | +14.4% | 0.57% | +10.4% |
Q4 2016 | $484,000 | – | 5,130 | – | 0.52% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Planning & Information Services, Inc. | 909,035 | $25,762,000 | 10.81% |
INSPIRION WEALTH ADVISORS, LLC | 648,063 | $18,366,000 | 7.21% |
SVA Wealth Management, LLC | 2,062,295 | $58,445,000 | 6.24% |
Linscomb Wealth, Inc. | 2,377,334 | $67,374,000 | 4.93% |
Private Wealth Strategies, L.L.C. | 360,619 | $10,220,000 | 4.53% |
IAG Wealth Partners, LLC | 303,526 | $8,602,000 | 4.17% |
Financial Insights, Inc. | 109,536 | $4,325,000 | 3.84% |
Paracle Advisors, LLC | 518,773 | $14,702,000 | 3.43% |
CAPITAL WEALTH MANAGEMENT, LLC | 79,809 | $2,262,000 | 2.41% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 115,732 | $3,280,000 | 2.24% |