WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 265 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2020 | $619,000 | +2.1% | 21,417 | +0.2% | 0.02% | -4.5% |
Q2 2020 | $606,000 | +40.6% | 21,373 | +19.9% | 0.02% | +15.8% |
Q1 2020 | $431,000 | -41.6% | 17,832 | -9.1% | 0.02% | -24.0% |
Q4 2019 | $738,000 | +12.3% | 19,615 | +8.4% | 0.02% | +8.7% |
Q3 2019 | $657,000 | +18.8% | 18,099 | +18.5% | 0.02% | +21.1% |
Q2 2019 | $553,000 | +133.3% | 15,272 | +131.3% | 0.02% | +137.5% |
Q1 2019 | $237,000 | -40.0% | 6,603 | -47.3% | 0.01% | -50.0% |
Q4 2018 | $395,000 | -54.1% | 12,532 | -46.3% | 0.02% | -44.8% |
Q3 2018 | $860,000 | -18.6% | 23,345 | -21.0% | 0.03% | -27.5% |
Q2 2018 | $1,057,000 | -23.2% | 29,540 | -26.8% | 0.04% | -24.5% |
Q1 2018 | $1,377,000 | -2.8% | 40,341 | +0.6% | 0.05% | -5.4% |
Q4 2017 | $1,416,000 | +6.6% | 40,106 | +200.1% | 0.06% | -1.8% |
Q3 2017 | $1,328,000 | +93.3% | 13,365 | +90.3% | 0.06% | +83.9% |
Q2 2017 | $687,000 | +121.6% | 7,022 | +120.9% | 0.03% | +93.8% |
Q1 2017 | $310,000 | -33.6% | 3,179 | -35.8% | 0.02% | -33.3% |
Q4 2016 | $467,000 | -18.8% | 4,952 | -21.8% | 0.02% | -22.6% |
Q3 2016 | $575,000 | +10.6% | 6,331 | +9.1% | 0.03% | +6.9% |
Q2 2016 | $520,000 | -9.6% | 5,803 | -12.9% | 0.03% | -9.4% |
Q1 2016 | $575,000 | +42.0% | 6,663 | +32.4% | 0.03% | +52.4% |
Q4 2015 | $405,000 | +102.5% | 5,034 | +93.9% | 0.02% | +90.9% |
Q3 2015 | $200,000 | -21.9% | 2,596 | -15.5% | 0.01% | 0.0% |
Q2 2015 | $256,000 | +21.3% | 3,071 | +9.1% | 0.01% | -35.3% |
Q4 2013 | $211,000 | -21.3% | 2,815 | -27.2% | 0.02% | +6.2% |
Q3 2013 | $268,000 | – | 3,868 | – | 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% |