WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 201 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $22,274,065 | -3.7% | 543,800 | -1.1% | 0.15% | +15.9% |
Q2 2023 | $23,121,945 | +4.5% | 549,868 | +1.9% | 0.13% | +2.4% |
Q1 2023 | $22,119,249 | +0.8% | 539,757 | +1.2% | 0.12% | 0.0% |
Q4 2022 | $21,932,936 | +11.7% | 533,129 | +2.3% | 0.12% | +6.0% |
Q3 2022 | $19,634,000 | -2.4% | 521,200 | +1.0% | 0.12% | +5.5% |
Q2 2022 | $20,115,000 | -11.0% | 516,044 | +1.4% | 0.11% | 0.0% |
Q1 2022 | $22,599,000 | +2.7% | 508,762 | +2.6% | 0.11% | +8.9% |
Q4 2021 | $22,001,000 | +10.4% | 495,971 | +3.2% | 0.10% | +1.0% |
Q3 2021 | $19,928,000 | +1.7% | 480,776 | +3.0% | 0.10% | +1.0% |
Q2 2021 | $19,587,000 | +9.0% | 466,916 | +5.0% | 0.10% | 0.0% |
Q1 2021 | $17,968,000 | +18.9% | 444,541 | +2.4% | 0.10% | +8.8% |
Q4 2020 | $15,109,000 | +23.6% | 434,042 | +2.7% | 0.09% | +13.8% |
Q3 2020 | $12,225,000 | +6.9% | 422,730 | +4.8% | 0.08% | -3.6% |
Q2 2020 | $11,433,000 | +17.8% | 403,406 | +0.4% | 0.08% | +3.8% |
Q1 2020 | $9,707,000 | -34.2% | 401,799 | +3.6% | 0.08% | -15.8% |
Q4 2019 | $14,748,000 | +7.3% | 387,688 | +2.4% | 0.10% | -1.0% |
Q3 2019 | $13,748,000 | +1.9% | 378,635 | +1.6% | 0.10% | +9.1% |
Q2 2019 | $13,488,000 | +3.7% | 372,600 | +2.6% | 0.09% | -3.3% |
Q1 2019 | $13,001,000 | +15.7% | 363,255 | +2.2% | 0.09% | +2.2% |
Q4 2018 | $11,241,000 | -14.5% | 355,380 | -0.3% | 0.09% | -3.3% |
Q3 2018 | $13,144,000 | +5.1% | 356,412 | +2.1% | 0.09% | -1.1% |
Q2 2018 | $12,502,000 | +4.5% | 349,213 | -0.4% | 0.09% | +2.2% |
Q1 2018 | $11,965,000 | -0.7% | 350,677 | +3.1% | 0.09% | -4.2% |
Q4 2017 | $12,044,000 | +7.7% | 340,131 | +204.1% | 0.10% | 0.0% |
Q3 2017 | $11,181,000 | +4.8% | 111,864 | +2.5% | 0.10% | 0.0% |
Q2 2017 | $10,665,000 | +1.2% | 109,105 | +1.0% | 0.10% | -3.1% |
Q1 2017 | $10,538,000 | +4.2% | 108,053 | +0.8% | 0.10% | 0.0% |
Q4 2016 | $10,118,000 | +4.8% | 107,208 | +1.0% | 0.10% | +4.3% |
Q3 2016 | $9,650,000 | +5.5% | 106,188 | +4.5% | 0.09% | +1.1% |
Q2 2016 | $9,145,000 | +566.5% | 101,609 | +537.5% | 0.09% | +520.0% |
Q1 2016 | $1,372,000 | +26.2% | 15,938 | +18.0% | 0.02% | +15.4% |
Q4 2015 | $1,087,000 | +22.3% | 13,507 | +17.9% | 0.01% | +18.2% |
Q3 2015 | $889,000 | +29.6% | 11,454 | +38.1% | 0.01% | +37.5% |
Q2 2015 | $686,000 | +10.6% | 8,294 | +13.4% | 0.01% | 0.0% |
Q1 2015 | $620,000 | +37.2% | 7,315 | +35.7% | 0.01% | +166.7% |
Q4 2014 | $452,000 | -88.2% | 5,390 | -88.5% | 0.00% | -95.8% |
Q2 2014 | $3,833,000 | -9.4% | 46,944 | -14.5% | 0.07% | -21.1% |
Q1 2014 | $4,229,000 | -20.5% | 54,879 | -28.3% | 0.09% | -47.1% |
Q3 2013 | $5,319,000 | – | 76,511 | – | 0.17% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Planning & Information Services, Inc. | 1,037,876 | $39,097,000 | 9.47% |
Melone Private Wealth, LLC | 224,141 | $8,860,000 | 7.74% |
IAG Wealth Partners, LLC | 434,847 | $16,381,000 | 5.44% |
Linscomb Wealth, Inc. | 2,283,773 | $86,030,000 | 5.22% |
Marion Wealth Management | 168,414 | $6,344,000 | 3.26% |
Concord Wealth Partners | 234,313 | $8,827,000 | 2.80% |
Private Wealth Strategies, L.L.C. | 241,476 | $9,103,000 | 2.66% |
Apeiron RIA LLC | 147,714 | $5,745,000 | 2.64% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 118,937 | $4,480,000 | 2.55% |
Bickling Financial Services, Inc. | 93,904 | $3,538,000 | 2.38% |