WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 260 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 | ||||
---|---|---|---|---|---|---|
Q4 2021 | $12,000 | +9.1% | 270 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $11,000 | 0.0% | 270 | 0.0% | 0.01% | +14.3% |
Q2 2021 | $11,000 | -96.7% | 270 | -96.7% | 0.01% | -96.1% |
Q1 2021 | $334,000 | +8.1% | 8,266 | -7.2% | 0.18% | -8.2% |
Q4 2020 | $309,000 | +19.8% | 8,905 | 0.0% | 0.19% | +5.4% |
Q3 2020 | $258,000 | +2.4% | 8,905 | 0.0% | 0.18% | -10.2% |
Q2 2020 | $252,000 | +17.2% | 8,905 | 0.0% | 0.20% | -1.0% |
Q1 2020 | $215,000 | -36.6% | 8,905 | 0.0% | 0.21% | +0.5% |
Q4 2019 | $339,000 | +5.0% | 8,905 | 0.0% | 0.21% | +9.0% |
Q3 2019 | $323,000 | +0.3% | 8,905 | 0.0% | 0.19% | +4.4% |
Q2 2019 | $322,000 | -24.8% | 8,905 | -25.5% | 0.18% | -25.8% |
Q1 2019 | $428,000 | +13.2% | 11,955 | 0.0% | 0.24% | +13.0% |
Q4 2018 | $378,000 | -14.3% | 11,955 | 0.0% | 0.22% | +7.5% |
Q3 2018 | $441,000 | +3.0% | 11,955 | 0.0% | 0.20% | -3.4% |
Q2 2018 | $428,000 | +4.9% | 11,955 | 0.0% | 0.21% | -0.5% |
Q1 2018 | $408,000 | -3.3% | 11,955 | 0.0% | 0.21% | +1.5% |
Q4 2017 | $422,000 | +6.0% | 11,955 | +200.0% | 0.21% | +2.0% |
Q3 2017 | $398,000 | +2.1% | 3,985 | 0.0% | 0.20% | +8.6% |
Q2 2017 | $390,000 | +0.3% | 3,985 | 0.0% | 0.19% | -12.7% |
Q1 2017 | $389,000 | +3.5% | 3,985 | 0.0% | 0.21% | +8.7% |
Q4 2016 | $376,000 | +3.9% | 3,985 | 0.0% | 0.20% | +0.5% |
Q3 2016 | $362,000 | +1.4% | 3,985 | 0.0% | 0.20% | -1.5% |
Q2 2016 | $357,000 | +4.1% | 3,985 | 0.0% | 0.20% | +10.0% |
Q1 2016 | $343,000 | +6.9% | 3,985 | 0.0% | 0.18% | +6.5% |
Q4 2015 | $321,000 | +3.9% | 3,985 | 0.0% | 0.17% | +12.7% |
Q3 2015 | $309,000 | -6.1% | 3,985 | 0.0% | 0.15% | +10.3% |
Q2 2015 | $329,000 | -4.1% | 3,985 | 0.0% | 0.14% | +0.7% |
Q1 2015 | $343,000 | +2.7% | 3,985 | 0.0% | 0.14% | +4.7% |
Q4 2014 | $334,000 | +7.1% | 3,985 | 0.0% | 0.13% | +3.2% |
Q3 2014 | $312,000 | -4.0% | 3,985 | 0.0% | 0.12% | -8.8% |
Q2 2014 | $325,000 | +5.9% | 3,985 | 0.0% | 0.14% | -0.7% |
Q1 2014 | $307,000 | +3.4% | 3,985 | 0.0% | 0.14% | 0.0% |
Q4 2013 | $297,000 | +9.6% | 3,985 | +2.3% | 0.14% | -0.7% |
Q3 2013 | $271,000 | +6.3% | 3,895 | 0.0% | 0.14% | -0.7% |
Q2 2013 | $255,000 | – | 3,895 | – | 0.14% | – |
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% |