WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 309 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $49,603 | -2.6% | 1,211 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $50,923 | +2.6% | 1,211 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $49,627 | -22.7% | 1,211 | -22.4% | 0.00% | -50.0% |
Q4 2022 | $64,220 | +8.8% | 1,561 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $59,000 | +25.5% | 1,561 | +28.9% | 0.00% | 0.0% |
Q2 2022 | $47,000 | -13.0% | 1,211 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $54,000 | 0.0% | 1,211 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $54,000 | +8.0% | 1,211 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $50,000 | -27.5% | 1,211 | -26.4% | 0.00% | -33.3% |
Q2 2021 | $69,000 | +3.0% | 1,646 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $67,000 | +17.5% | 1,646 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $57,000 | +18.8% | 1,646 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $48,000 | +2.1% | 1,646 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $47,000 | -52.0% | 1,646 | -59.3% | 0.00% | -62.5% |
Q1 2020 | $98,000 | -38.8% | 4,046 | -3.9% | 0.01% | -33.3% |
Q4 2019 | $160,000 | +166.7% | 4,211 | +155.8% | 0.01% | +140.0% |
Q3 2019 | $60,000 | 0.0% | 1,646 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $60,000 | +1.7% | 1,646 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $59,000 | +13.5% | 1,646 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $52,000 | +225.0% | 1,646 | +278.4% | 0.01% | +150.0% |
Q3 2018 | $16,000 | 0.0% | 435 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $16,000 | +6.7% | 435 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $15,000 | -51.6% | 435 | +26.1% | 0.00% | -60.0% |
Q3 2016 | $31,000 | +138.5% | 345 | +137.9% | 0.01% | +150.0% |
Q2 2016 | $13,000 | -43.5% | 145 | -45.9% | 0.00% | -50.0% |
Q1 2016 | $23,000 | -54.0% | 268 | -53.5% | 0.00% | -66.7% |
Q1 2015 | $50,000 | – | 576 | – | 0.01% | – |
Download |
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% |