WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 265 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $27,165 | -2.6% | 663 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $27,888 | +2.6% | 663 | 0.0% | 0.00% | -25.0% |
Q1 2023 | $27,178 | +0.1% | 663 | +0.5% | 0.00% | 0.0% |
Q4 2022 | $27,141 | +8.6% | 660 | +0.9% | 0.00% | 0.0% |
Q3 2022 | $25,000 | 0.0% | 654 | +0.8% | 0.00% | 0.0% |
Q2 2022 | $25,000 | -13.8% | 649 | +0.8% | 0.00% | -20.0% |
Q1 2022 | $29,000 | +3.6% | 644 | +0.3% | 0.01% | 0.0% |
Q4 2021 | $28,000 | +7.7% | 642 | +0.8% | 0.01% | -16.7% |
Q3 2021 | $26,000 | -3.7% | 637 | +0.6% | 0.01% | -14.3% |
Q2 2021 | $27,000 | +8.0% | 633 | +0.5% | 0.01% | 0.0% |
Q1 2021 | $25,000 | +13.6% | 630 | +0.3% | 0.01% | 0.0% |
Q4 2020 | $22,000 | +22.2% | 628 | +1.0% | 0.01% | +16.7% |
Q3 2020 | $18,000 | 0.0% | 622 | +0.6% | 0.01% | -14.3% |
Q2 2020 | $18,000 | +20.0% | 618 | +0.8% | 0.01% | 0.0% |
Q1 2020 | $15,000 | -34.8% | 613 | +0.8% | 0.01% | -12.5% |
Q4 2019 | $23,000 | +15.0% | 608 | +10.7% | 0.01% | +33.3% |
Q3 2019 | $20,000 | +17.6% | 549 | +15.8% | 0.01% | +20.0% |
Q2 2019 | $17,000 | 0.0% | 474 | +0.6% | 0.01% | 0.0% |
Q1 2019 | $17,000 | 0.0% | 471 | +0.4% | 0.01% | -44.4% |
Q2 2018 | $17,000 | +21.4% | 469 | +13.6% | 0.01% | +12.5% |
Q1 2018 | $14,000 | -6.7% | 413 | +0.2% | 0.01% | 0.0% |
Q4 2017 | $15,000 | +15.4% | 412 | +221.9% | 0.01% | 0.0% |
Q3 2017 | $13,000 | +8.3% | 128 | +0.8% | 0.01% | 0.0% |
Q2 2017 | $12,000 | +33.3% | 127 | +41.1% | 0.01% | +60.0% |
Q1 2017 | $9,000 | +200.0% | 90 | +210.3% | 0.01% | +150.0% |
Q4 2016 | $3,000 | -50.0% | 29 | -61.3% | 0.00% | -60.0% |
Q4 2015 | $6,000 | -80.6% | 75 | -80.0% | 0.01% | -78.3% |
Q4 2014 | $31,000 | – | 375 | – | 0.02% | – |
Download |
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% |