WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 99 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $670,286 | -1.8% | 16,364 | +0.8% | 0.02% | +20.0% |
Q2 2023 | $682,884 | -6.3% | 16,240 | -8.7% | 0.02% | -21.1% |
Q1 2023 | $728,800 | +7.2% | 17,784 | +7.7% | 0.02% | 0.0% |
Q4 2022 | $679,595 | +18.8% | 16,519 | +8.9% | 0.02% | +11.8% |
Q3 2022 | $572,000 | +4.2% | 15,168 | +7.8% | 0.02% | -26.1% |
Q2 2022 | $549,000 | -15.9% | 14,072 | -4.2% | 0.02% | +9.5% |
Q1 2022 | $653,000 | -41.8% | 14,691 | -41.9% | 0.02% | -34.4% |
Q4 2021 | $1,122,000 | +6.0% | 25,285 | -0.9% | 0.03% | -5.9% |
Q3 2021 | $1,058,000 | +12.9% | 25,513 | +14.3% | 0.03% | +13.3% |
Q2 2021 | $937,000 | +2.7% | 22,322 | -1.0% | 0.03% | -6.2% |
Q1 2021 | $912,000 | +26.3% | 22,557 | +8.9% | 0.03% | -17.9% |
Q4 2020 | $722,000 | -23.8% | 20,716 | -37.2% | 0.04% | -23.5% |
Q3 2020 | $948,000 | +34.9% | 32,998 | +33.2% | 0.05% | +8.5% |
Q2 2020 | $703,000 | +59.0% | 24,775 | +35.4% | 0.05% | +23.7% |
Q1 2020 | $442,000 | -38.8% | 18,294 | -3.6% | 0.04% | -37.7% |
Q4 2019 | $722,000 | +10.2% | 18,974 | +5.2% | 0.06% | -6.2% |
Q3 2019 | $655,000 | -0.3% | 18,029 | -0.6% | 0.06% | -9.7% |
Q2 2019 | $657,000 | -5.6% | 18,129 | -6.7% | 0.07% | -17.2% |
Q1 2019 | $696,000 | +3.7% | 19,426 | -8.4% | 0.09% | -8.4% |
Q4 2018 | $671,000 | -6.2% | 21,210 | +9.4% | 0.10% | +11.8% |
Q3 2018 | $715,000 | +0.6% | 19,379 | -2.4% | 0.08% | -9.6% |
Q2 2018 | $711,000 | +15.0% | 19,847 | +9.7% | 0.09% | +8.0% |
Q1 2018 | $618,000 | -30.9% | 18,092 | -28.7% | 0.09% | -28.1% |
Q4 2017 | $895,000 | -44.3% | 25,368 | +56.3% | 0.12% | -54.7% |
Q3 2017 | $1,606,000 | +112.4% | 16,235 | +109.9% | 0.27% | +94.9% |
Q2 2017 | $756,000 | -1.9% | 7,733 | -2.0% | 0.14% | -11.0% |
Q1 2017 | $771,000 | +9.1% | 7,894 | +5.6% | 0.15% | +6.9% |
Q4 2016 | $707,000 | +4.9% | 7,478 | -31.0% | 0.14% | +9.1% |
Q3 2016 | $674,000 | -9.2% | 10,836 | -8.5% | 0.13% | -11.4% |
Q2 2016 | $742,000 | +17.0% | 11,846 | +9.6% | 0.15% | +1.4% |
Q1 2016 | $634,000 | -27.6% | 10,804 | -0.7% | 0.15% | -16.9% |
Q4 2015 | $876,000 | +85.6% | 10,882 | +79.2% | 0.18% | +56.6% |
Q3 2015 | $472,000 | +36.8% | 6,071 | +51.2% | 0.11% | +34.5% |
Q1 2015 | $345,000 | +87.5% | 4,016 | +83.0% | 0.08% | +2000.0% |
Q4 2014 | $184,000 | -99.9% | 2,195 | -1.6% | 0.00% | -90.7% |
Q2 2014 | $182,102,000 | +105773.3% | 2,230 | 0.0% | 0.04% | -17.3% |
Q1 2014 | $172,000 | +37.6% | 2,230 | +32.7% | 0.05% | +30.0% |
Q4 2013 | $125,000 | – | 1,680 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Riverview Trust Co | 547,820 | $20,840,000 | 14.02% |
Financial Planning & Information Services, Inc. | 717,885 | $27,308,000 | 10.86% |
INSPIRION WEALTH ADVISORS, LLC | 612,570 | $23,302,000 | 7.87% |
Johanson Financial Advisors, Inc. | 5,517,541 | $145,046,000 | 6.89% |
IAG Wealth Partners, LLC | 270,208 | $10,279,000 | 6.71% |
SVA Wealth Management, LLC | 1,876,771 | $71,392,000 | 6.54% |
Linscomb Wealth, Inc. | 2,082,123 | $79,204,000 | 5.17% |
Financial Insights, Inc. | 154,120 | $5,863,000 | 5.14% |
Private Wealth Strategies, L.L.C. | 332,983 | $12,667,000 | 5.05% |
Apexium Financial, LP | 95,631 | $3,638,000 | 4.70% |