WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 302 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,300,090 | -17.9% | 70,560 | -14.4% | 0.03% | -15.2% |
Q1 2024 | $4,019,069 | -35.9% | 82,409 | -39.9% | 0.03% | -36.5% |
Q4 2023 | $6,269,795 | -71.9% | 137,225 | -74.8% | 0.05% | -64.4% |
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 ↓ |
---|---|---|---|
Riverview Trust Co | 518,102 | $18,812,000 | 13.10% |
Financial Planning & Information Services, Inc. | 703,027 | $25,527,000 | 10.81% |
INSPIRION WEALTH ADVISORS, LLC | 610,291 | $22,160,000 | 9.71% |
SVA Wealth Management, LLC | 1,843,626 | $66,942,000 | 6.57% |
Linscomb Wealth, Inc. | 2,065,992 | $75,016,000 | 6.03% |
Financial Insights, Inc. | 155,917 | $5,661,000 | 5.42% |
Connecticut Wealth Management, LLC | 842,649 | $30,597,000 | 3.77% |
HBW ADVISORY SERVICES LLC | 111,254 | $3,891,000 | 3.72% |
CAPITAL WEALTH MANAGEMENT, LLC | 95,699 | $3,475,000 | 3.71% |
Paracle Advisors, LLC | 403,329 | $14,644,000 | 3.55% |