WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 308 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 0.76 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $165 | -2.4% | 4,024 | +0.3% | 0.01% | 0.0% |
Q2 2023 | $169 | +3.0% | 4,012 | +0.3% | 0.01% | -14.3% |
Q1 2023 | $164 | 0.0% | 4,000 | +0.2% | 0.01% | 0.0% |
Q4 2022 | $164 | -99.9% | 3,991 | +0.4% | 0.01% | -12.5% |
Q3 2022 | $150,000 | -2.6% | 3,975 | +0.3% | 0.01% | +14.3% |
Q2 2022 | $154,000 | -12.0% | 3,963 | +0.3% | 0.01% | -12.5% |
Q1 2022 | $175,000 | +6.1% | 3,951 | +6.5% | 0.01% | +14.3% |
Q4 2021 | $165,000 | +66.7% | 3,710 | +54.6% | 0.01% | +40.0% |
Q3 2021 | $99,000 | -1.0% | 2,400 | +0.4% | 0.01% | 0.0% |
Q2 2021 | $100,000 | +4.2% | 2,391 | +0.3% | 0.01% | 0.0% |
Q1 2021 | $96,000 | +15.7% | 2,383 | +0.2% | 0.01% | 0.0% |
Q4 2020 | $83,000 | +20.3% | 2,379 | -0.1% | 0.01% | 0.0% |
Q3 2020 | $69,000 | -9.2% | 2,381 | -10.9% | 0.01% | -16.7% |
Q2 2020 | $76,000 | -86.2% | 2,673 | -88.3% | 0.01% | -87.2% |
Q1 2020 | $550,000 | -40.5% | 22,767 | -6.2% | 0.05% | -27.7% |
Q4 2019 | $924,000 | +8.1% | 24,284 | +3.1% | 0.06% | -3.0% |
Q3 2019 | $855,000 | +8.9% | 23,555 | +8.6% | 0.07% | +1.5% |
Q2 2019 | $785,000 | -0.5% | 21,696 | -1.6% | 0.07% | -7.0% |
Q1 2019 | $789,000 | +13.5% | 22,042 | +0.3% | 0.07% | -1.4% |
Q4 2018 | $695,000 | 0.0% | 21,967 | +16.5% | 0.07% | +10.8% |
Q3 2018 | $695,000 | +6.9% | 18,849 | +3.9% | 0.06% | +1.6% |
Q2 2018 | $650,000 | +10.5% | 18,150 | +5.3% | 0.06% | +6.7% |
Q1 2018 | $588,000 | +15.3% | 17,238 | +19.2% | 0.06% | +13.2% |
Q4 2017 | $510,000 | +14.6% | 14,457 | +224.4% | 0.05% | -1.9% |
Q3 2017 | $445,000 | +116.0% | 4,456 | +111.3% | 0.05% | +100.0% |
Q2 2017 | $206,000 | +134.1% | 2,109 | +132.8% | 0.03% | +107.7% |
Q1 2017 | $88,000 | +166.7% | 906 | +158.9% | 0.01% | +160.0% |
Q4 2016 | $33,000 | +135.7% | 350 | +133.3% | 0.01% | +150.0% |
Q3 2016 | $14,000 | +7.7% | 150 | 0.0% | 0.00% | -33.3% |
Q2 2016 | $13,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $13,000 | – | 150 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Melone Private Wealth, LLC | 314,888 | $12,897,820 | 9.22% |
Financial Planning & Information Services, Inc. | 1,101,183 | $45,104,439 | 8.40% |
Coulter & Justus Financial Services, LLC | 218,411 | $8,946,112 | 6.51% |
INVENIO WEALTH PARTNERS LLC | 155,109 | $6,353,265 | 5.78% |
IAG Wealth Partners, LLC | 489,615 | $20,054,653 | 5.59% |
Linscomb & Williams, Inc. | 1,994,714 | $81,703,473 | 4.78% |
Team Financial Group, LLC | 104,962 | $4,299,253 | 3.55% |
Marion Wealth Management | 238,136 | $9,754,064 | 3.44% |
Private Wealth Strategies, L.L.C. | 260,518 | $10,670,804 | 2.66% |
Soltis Investment Advisors LLC | 440,067 | $18,025,147 | 2.32% |