WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 260 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $40,705 | +2.6% | 968 | 0.0% | 0.01% | -12.5% |
Q1 2023 | $39,669 | -0.4% | 968 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $39,824 | +10.6% | 968 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $36,000 | -5.3% | 968 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $38,000 | -11.6% | 968 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $43,000 | 0.0% | 968 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $43,000 | +7.5% | 968 | 0.0% | 0.01% | -11.1% |
Q3 2021 | $40,000 | -2.4% | 968 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $41,000 | +5.1% | 968 | 0.0% | 0.01% | -10.0% |
Q1 2021 | $39,000 | +14.7% | 968 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $34,000 | +21.4% | 968 | 0.0% | 0.01% | +11.1% |
Q3 2020 | $28,000 | +3.7% | 968 | 0.0% | 0.01% | -10.0% |
Q2 2020 | $27,000 | -27.0% | 968 | 0.0% | 0.01% | -23.1% |
Q1 2020 | $37,000 | 0.0% | 968 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $37,000 | +5.7% | 968 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $35,000 | 0.0% | 968 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $35,000 | 0.0% | 968 | 0.0% | 0.01% | -7.1% |
Q1 2019 | $35,000 | +12.9% | 968 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $31,000 | -13.9% | 968 | 0.0% | 0.01% | -6.7% |
Q3 2018 | $36,000 | +2.9% | 968 | 0.0% | 0.02% | -6.2% |
Q2 2018 | $35,000 | +6.1% | 968 | 0.0% | 0.02% | +14.3% |
Q1 2018 | $33,000 | -10.8% | 968 | -7.8% | 0.01% | -6.7% |
Q4 2017 | $37,000 | +5.7% | 1,050 | +200.0% | 0.02% | 0.0% |
Q3 2017 | $35,000 | +2.9% | 350 | 0.0% | 0.02% | -6.2% |
Q2 2017 | $34,000 | 0.0% | 350 | 0.0% | 0.02% | 0.0% |
Q1 2017 | $34,000 | +3.0% | 350 | 0.0% | 0.02% | 0.0% |
Q4 2016 | $33,000 | +3.1% | 350 | 0.0% | 0.02% | 0.0% |
Q3 2016 | $32,000 | +3.2% | 350 | 0.0% | 0.02% | 0.0% |
Q2 2016 | $31,000 | +3.3% | 350 | 0.0% | 0.02% | -5.9% |
Q1 2016 | $30,000 | +7.1% | 350 | 0.0% | 0.02% | +13.3% |
Q4 2015 | $28,000 | +3.7% | 350 | 0.0% | 0.02% | -6.2% |
Q3 2015 | $27,000 | -6.9% | 350 | 0.0% | 0.02% | -5.9% |
Q2 2015 | $29,000 | -3.3% | 350 | 0.0% | 0.02% | -10.5% |
Q1 2015 | $30,000 | +3.4% | 350 | 0.0% | 0.02% | 0.0% |
Q4 2014 | $29,000 | +7.4% | 350 | 0.0% | 0.02% | +5.6% |
Q3 2014 | $27,000 | -6.9% | 350 | 0.0% | 0.02% | -14.3% |
Q2 2014 | $29,000 | -39.6% | 350 | -43.5% | 0.02% | -41.7% |
Q1 2014 | $48,000 | -47.8% | 620 | -50.0% | 0.04% | +5.9% |
Q4 2013 | $92,000 | +114.0% | 1,240 | +100.0% | 0.03% | -2.9% |
Q3 2013 | $43,000 | +4.9% | 620 | 0.0% | 0.04% | 0.0% |
Q2 2013 | $41,000 | – | 620 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Melone Private Wealth, LLC | 314,888 | $12,897,820 | 9.22% |
Financial Planning & Information Services, Inc. | 1,101,183 | $45,104,439 | 8.40% |
Coulter & Justus Financial Services, LLC | 218,411 | $8,946,112 | 6.51% |
INVENIO WEALTH PARTNERS LLC | 155,109 | $6,353,265 | 5.78% |
IAG Wealth Partners, LLC | 489,615 | $20,054,653 | 5.59% |
Linscomb Wealth, Inc. | 1,994,714 | $81,703,473 | 4.78% |
Team Financial Group, LLC | 104,962 | $4,299,253 | 3.55% |
Marion Wealth Management | 238,136 | $9,754,064 | 3.44% |
Private Wealth Strategies, L.L.C. | 260,518 | $10,670,804 | 2.66% |
Soltis Investment Advisors LLC | 440,067 | $18,025,147 | 2.32% |