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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,848,654 | -0.7% | 93,915 | -0.3% | 0.16% | -5.8% |
| Q4 2022 | $3,876,516 | +8.9% | 94,227 | -0.3% | 0.17% | -3.4% |
| Q3 2022 | $3,559,000 | -7.1% | 94,484 | -3.9% | 0.18% | -4.3% |
| Q2 2022 | $3,831,000 | -23.1% | 98,271 | -12.4% | 0.19% | -12.3% |
| Q1 2022 | $4,983,000 | -8.9% | 112,182 | -9.0% | 0.21% | -6.2% |
| Q4 2021 | $5,467,000 | -2.5% | 123,245 | -1.6% | 0.23% | -5.0% |
| Q3 2021 | $5,605,000 | -2.0% | 125,297 | -8.1% | 0.24% | -11.5% |
| Q2 2021 | $5,721,000 | -7.9% | 136,384 | -11.3% | 0.27% | -15.7% |
| Q1 2021 | $6,214,000 | +1.1% | 153,743 | -13.0% | 0.32% | -4.2% |
| Q4 2020 | $6,149,000 | +5.6% | 176,632 | -12.3% | 0.33% | -6.2% |
| Q3 2020 | $5,822,000 | -20.1% | 201,300 | -21.7% | 0.36% | -23.5% |
| Q2 2020 | $7,286,000 | -45.1% | 257,092 | -53.2% | 0.46% | -53.4% |
| Q1 2020 | $13,281,000 | -59.1% | 549,700 | -35.7% | 1.00% | -47.7% |
| Q4 2019 | $32,498,000 | -9.3% | 854,317 | -13.4% | 1.90% | -15.2% |
| Q3 2019 | $35,813,000 | -5.6% | 986,301 | -5.9% | 2.24% | -4.9% |
| Q2 2019 | $37,945,000 | +0.7% | 1,048,216 | -0.4% | 2.36% | -1.5% |
| Q1 2019 | $37,672,000 | +15.4% | 1,052,581 | +2.0% | 2.39% | +1.1% |
| Q4 2018 | $32,635,000 | -12.2% | 1,031,770 | +2.4% | 2.37% | +0.8% |
| Q3 2018 | $37,168,000 | +5.7% | 1,007,797 | +2.6% | 2.35% | -1.3% |
| Q2 2018 | $35,172,000 | +7.3% | 982,466 | +2.3% | 2.38% | +6.3% |
| Q1 2018 | $32,768,000 | +0.9% | 960,388 | +4.3% | 2.24% | +1.6% |
| Q4 2017 | $32,484,000 | +9.0% | 920,749 | +208.7% | 2.20% | +2.0% |
| Q3 2017 | $29,814,000 | +3.0% | 298,289 | +0.7% | 2.16% | -5.8% |
| Q2 2017 | $28,947,000 | +3.8% | 296,131 | +3.6% | 2.29% | -1.2% |
| Q1 2017 | $27,888,000 | +5.4% | 285,940 | +2.0% | 2.32% | +0.7% |
| Q4 2016 | $26,451,000 | +4.8% | 280,256 | +0.9% | 2.30% | +0.9% |
| Q3 2016 | $25,244,000 | +2.8% | 277,777 | +1.3% | 2.28% | -3.2% |
| Q2 2016 | $24,550,000 | +5.0% | 274,304 | +1.0% | 2.36% | +1.4% |
| Q1 2016 | $23,389,000 | +14.2% | 271,616 | +6.7% | 2.32% | +9.3% |
| Q4 2015 | $20,488,000 | +7.4% | 254,479 | +3.6% | 2.13% | +2.4% |
| Q3 2015 | $19,072,000 | +8.8% | 245,585 | +15.7% | 2.08% | +17.9% |
| Q2 2015 | $17,537,000 | +20.6% | 212,179 | +25.6% | 1.76% | +20.1% |
| Q1 2015 | $14,545,000 | +251.0% | 168,973 | +241.4% | 1.47% | +237.8% |
| Q4 2014 | $4,144,000 | +10.7% | 49,491 | +3.5% | 0.43% | +5.9% |
| Q3 2014 | $3,743,000 | -5.4% | 47,823 | -1.3% | 0.41% | -5.1% |
| Q2 2014 | $3,956,000 | +2.1% | 48,443 | -3.6% | 0.43% | -1.6% |
| Q1 2014 | $3,873,000 | -11.2% | 50,258 | -14.0% | 0.44% | -14.3% |
| Q4 2013 | $4,361,000 | +5.8% | 58,452 | -1.4% | 0.51% | -4.1% |
| Q3 2013 | $4,120,000 | +2.4% | 59,266 | -3.4% | 0.53% | -2.0% |
| Q2 2013 | $4,022,000 | – | 61,348 | – | 0.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Riverview Trust Co | 547,820 | $20,840,000 | 14.02% |
| Financial Planning & Information Services, Inc. | 717,885 | $27,308,000 | 10.86% |
| INSPIRION WEALTH ADVISORS, LLC | 612,570 | $23,302,000 | 7.87% |
| Johanson Financial Advisors, Inc. | 5,517,541 | $145,046,000 | 6.89% |
| IAG Wealth Partners, LLC | 270,208 | $10,279,000 | 6.71% |
| SVA Wealth Management, LLC | 1,876,771 | $71,392,000 | 6.54% |
| Linscomb Wealth, Inc. | 2,082,123 | $79,204,000 | 5.17% |
| Financial Insights, Inc. | 154,120 | $5,863,000 | 5.14% |
| Private Wealth Strategies, L.L.C. | 332,983 | $12,667,000 | 5.05% |
| Apexium Financial, LP | 95,631 | $3,638,000 | 4.70% |