WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 270 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $503 | -2.9% | 12,303 | 0.0% | 0.04% | -2.3% |
| Q2 2023 | $518 | +3.0% | 12,303 | 0.0% | 0.04% | -6.4% |
| Q1 2023 | $503 | +14.8% | 12,303 | +15.8% | 0.05% | +6.8% |
| Q4 2022 | $438 | -99.9% | 10,626 | +0.1% | 0.04% | 0.0% |
| Q3 2022 | $400,000 | -3.1% | 10,620 | 0.0% | 0.04% | -27.9% |
| Q2 2022 | $413,000 | -12.5% | 10,620 | 0.0% | 0.06% | +15.1% |
| Q1 2022 | $472,000 | -3.5% | 10,620 | -3.6% | 0.05% | -10.2% |
| Q4 2021 | $489,000 | +17.3% | 11,014 | +9.3% | 0.06% | +7.3% |
| Q3 2021 | $417,000 | +6.4% | 10,079 | +7.9% | 0.06% | -5.2% |
| Q2 2021 | $392,000 | +4.0% | 9,345 | 0.0% | 0.06% | -31.8% |
| Q1 2021 | $377,000 | +37.6% | 9,345 | +18.6% | 0.08% | +54.5% |
| Q4 2020 | $274,000 | +20.7% | 7,879 | 0.0% | 0.06% | +10.0% |
| Q3 2020 | $227,000 | +1.8% | 7,879 | 0.0% | 0.05% | -18.0% |
| Q2 2020 | $223,000 | +16.8% | 7,879 | 0.0% | 0.06% | +7.0% |
| Q1 2020 | $191,000 | -32.5% | 7,879 | +6.3% | 0.06% | -28.8% |
| Q4 2019 | $283,000 | +7.2% | 7,409 | +1.9% | 0.08% | -9.1% |
| Q3 2019 | $264,000 | +45.9% | 7,269 | +45.4% | 0.09% | +51.7% |
| Q2 2019 | $181,000 | +1.1% | 4,998 | 0.0% | 0.06% | -6.5% |
| Q1 2019 | $179,000 | +13.3% | 4,998 | 0.0% | 0.06% | -4.6% |
| Q4 2018 | $158,000 | -14.1% | 4,998 | 0.0% | 0.06% | -5.8% |
| Q3 2018 | $184,000 | +2.8% | 4,998 | 0.0% | 0.07% | +13.1% |
| Q2 2018 | $179,000 | +4.7% | 4,998 | 0.0% | 0.06% | -28.2% |
| Q1 2018 | $171,000 | -2.8% | 4,998 | 0.0% | 0.08% | +19.7% |
| Q4 2017 | $176,000 | +77.8% | 4,998 | +402.3% | 0.07% | +47.9% |
| Q3 2017 | $99,000 | +106.2% | 995 | +102.6% | 0.05% | +100.0% |
| Q2 2017 | $48,000 | – | 491 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 909,035 | $25,762,000 | 10.81% |
| INSPIRION WEALTH ADVISORS, LLC | 648,063 | $18,366,000 | 7.21% |
| SVA Wealth Management, LLC | 2,062,295 | $58,445,000 | 6.24% |
| Linscomb Wealth, Inc. | 2,377,334 | $67,374,000 | 4.93% |
| Private Wealth Strategies, L.L.C. | 360,619 | $10,220,000 | 4.53% |
| IAG Wealth Partners, LLC | 303,526 | $8,602,000 | 4.17% |
| Financial Insights, Inc. | 109,536 | $4,325,000 | 3.84% |
| Paracle Advisors, LLC | 518,773 | $14,702,000 | 3.43% |
| CAPITAL WEALTH MANAGEMENT, LLC | 79,809 | $2,262,000 | 2.41% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 115,732 | $3,280,000 | 2.24% |