WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 209 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $258,655 | -25.2% | 6,314 | -23.2% | 0.01% | -16.7% |
Q2 2023 | $345,579 | -60.2% | 8,218 | -61.2% | 0.01% | -58.6% |
Q1 2023 | $868,079 | -3.0% | 21,182 | -2.6% | 0.03% | -9.4% |
Q4 2022 | $894,493 | +7.5% | 21,742 | -1.6% | 0.03% | 0.0% |
Q3 2022 | $832,000 | +24.6% | 22,094 | +29.0% | 0.03% | +39.1% |
Q2 2022 | $668,000 | -2.6% | 17,130 | +10.9% | 0.02% | +9.5% |
Q1 2022 | $686,000 | +10.5% | 15,446 | +10.4% | 0.02% | +23.5% |
Q4 2021 | $621,000 | +8.4% | 13,993 | +1.2% | 0.02% | 0.0% |
Q3 2021 | $573,000 | +1.1% | 13,830 | +2.3% | 0.02% | 0.0% |
Q2 2021 | $567,000 | +3.8% | 13,518 | +0.1% | 0.02% | 0.0% |
Q1 2021 | $546,000 | +0.9% | 13,507 | -13.1% | 0.02% | -5.6% |
Q4 2020 | $541,000 | +28.2% | 15,552 | +6.5% | 0.02% | +5.9% |
Q3 2020 | $422,000 | -2.5% | 14,600 | -4.4% | 0.02% | -10.5% |
Q2 2020 | $433,000 | +1.4% | 15,268 | -13.6% | 0.02% | -24.0% |
Q1 2020 | $427,000 | -44.8% | 17,679 | -13.1% | 0.02% | -24.2% |
Q4 2019 | $774,000 | +11.8% | 20,338 | +6.7% | 0.03% | 0.0% |
Q3 2019 | $692,000 | -36.8% | 19,057 | -37.0% | 0.03% | -41.1% |
Q2 2019 | $1,095,000 | +24.0% | 30,256 | +22.7% | 0.06% | +12.0% |
Q1 2019 | $883,000 | +120.2% | 24,666 | +94.6% | 0.05% | +72.4% |
Q4 2018 | $401,000 | -17.8% | 12,678 | -4.2% | 0.03% | 0.0% |
Q3 2018 | $488,000 | +4.7% | 13,233 | +1.7% | 0.03% | -6.5% |
Q2 2018 | $466,000 | +7.6% | 13,016 | +2.7% | 0.03% | -3.1% |
Q1 2018 | $433,000 | -27.1% | 12,677 | -24.7% | 0.03% | -30.4% |
Q4 2017 | $594,000 | +32.0% | 16,833 | +273.7% | 0.05% | +24.3% |
Q3 2017 | $450,000 | +7.7% | 4,505 | +5.3% | 0.04% | -5.1% |
Q2 2017 | $418,000 | +7.5% | 4,279 | +7.2% | 0.04% | +2.6% |
Q1 2017 | $389,000 | +32.8% | 3,992 | +28.6% | 0.04% | +18.8% |
Q4 2016 | $293,000 | +8.5% | 3,104 | +4.6% | 0.03% | 0.0% |
Q3 2016 | $270,000 | +23.3% | 2,967 | +21.5% | 0.03% | +10.3% |
Q2 2016 | $219,000 | +4.3% | 2,441 | +0.3% | 0.03% | 0.0% |
Q1 2016 | $210,000 | +1.9% | 2,434 | -2.2% | 0.03% | +3.6% |
Q2 2015 | $206,000 | -11.6% | 2,489 | -8.1% | 0.03% | -9.7% |
Q1 2015 | $233,000 | – | 2,708 | – | 0.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Planning & Information Services, Inc. | 930,278 | $38,560,000 | 10.49% |
JD Financial Services Inc. | 163,620 | $6,782,000 | 6.19% |
Financial Insights, Inc. | 139,106 | $5,766,000 | 5.30% |
Linscomb Wealth, Inc. | 2,420,622 | $100,335,000 | 5.17% |
IAG Wealth Partners, LLC | 342,375 | $14,192,000 | 5.05% |
Ten Capital Wealth Advisors, LLC | 253,327 | $10,500,000 | 4.91% |
Private Wealth Strategies, L.L.C. | 258,403 | $10,704,000 | 2.68% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 122,035 | $5,058,000 | 2.55% |
Concord Wealth Partners | 142,573 | $5,910,000 | 2.42% |
JNBA Financial Advisors | 391,308 | $16,220,000 | 2.18% |