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 2020 | $59,000 | +18.0% | 2,081 | +0.4% | 0.01% | 0.0% |
| Q1 2020 | $50,000 | -36.7% | 2,073 | +0.4% | 0.01% | -17.6% |
| Q4 2019 | $79,000 | +338.9% | 2,065 | +324.0% | 0.02% | +325.0% |
| Q3 2019 | $18,000 | -10.0% | 487 | -12.3% | 0.00% | 0.0% |
| Q2 2019 | $20,000 | 0.0% | 555 | 0.0% | 0.00% | +33.3% |
| Q1 2019 | $20,000 | +11.1% | 555 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $18,000 | -10.0% | 555 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $20,000 | 0.0% | 555 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $20,000 | +5.3% | 555 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $19,000 | -5.0% | 555 | 0.0% | 0.00% | +33.3% |
| Q4 2017 | $20,000 | -13.0% | 555 | +137.2% | 0.00% | -25.0% |
| Q3 2017 | $23,000 | -20.7% | 234 | -19.9% | 0.00% | -20.0% |
| Q2 2017 | $29,000 | +3.6% | 292 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $28,000 | -77.0% | 292 | -77.4% | 0.01% | -82.8% |
| Q4 2016 | $122,000 | +4.3% | 1,292 | 0.0% | 0.03% | -6.5% |
| Q3 2016 | $117,000 | +350.0% | 1,292 | +342.5% | 0.03% | +342.9% |
| Q2 2016 | $26,000 | +4.0% | 292 | 0.0% | 0.01% | -22.2% |
| Q1 2016 | $25,000 | +150.0% | 292 | +153.9% | 0.01% | +125.0% |
| Q2 2015 | $10,000 | -58.3% | 115 | -67.0% | 0.00% | -75.0% |
| Q3 2013 | $24,000 | +4.3% | 348 | 0.0% | 0.02% | -5.9% |
| Q2 2013 | $23,000 | – | 348 | – | 0.02% | – |
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% |