WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 139 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2020 | $463,000 | +5.7% | 13,308 | -12.2% | 0.05% | +6.2% |
Q3 2020 | $438,000 | -11.5% | 15,162 | -13.2% | 0.05% | -11.1% |
Q2 2020 | $495,000 | -10.2% | 17,470 | +19.8% | 0.05% | +10.2% |
Q1 2020 | $551,000 | +4.6% | 14,581 | -2.4% | 0.05% | +81.5% |
Q4 2017 | $527,000 | -4.0% | 14,942 | +172.3% | 0.03% | -10.0% |
Q3 2017 | $549,000 | +10.5% | 5,488 | +8.0% | 0.03% | +7.1% |
Q2 2017 | $497,000 | -21.6% | 5,083 | -21.8% | 0.03% | -24.3% |
Q1 2017 | $634,000 | +10.6% | 6,499 | +7.1% | 0.04% | +2.8% |
Q4 2016 | $573,000 | +9.6% | 6,067 | +5.5% | 0.04% | +5.9% |
Q3 2016 | $523,000 | -6.6% | 5,750 | -8.2% | 0.03% | -10.5% |
Q2 2016 | $560,000 | +4.1% | 6,261 | +0.2% | 0.04% | -2.6% |
Q1 2016 | $538,000 | +5.7% | 6,248 | -1.3% | 0.04% | 0.0% |
Q4 2015 | $509,000 | -41.1% | 6,328 | -51.5% | 0.04% | -55.7% |
Q3 2015 | $864,000 | +102.3% | 13,049 | +152.8% | 0.09% | +100.0% |
Q2 2015 | $427,000 | +3.6% | 5,161 | +7.9% | 0.04% | -2.2% |
Q1 2015 | $412,000 | +4.3% | 4,785 | +1.5% | 0.04% | -11.8% |
Q4 2014 | $395,000 | -1.5% | 4,714 | -7.9% | 0.05% | -28.2% |
Q3 2014 | $401,000 | +8.1% | 5,119 | +12.6% | 0.07% | +14.5% |
Q2 2014 | $371,000 | +12.1% | 4,548 | +5.8% | 0.06% | -12.7% |
Q1 2014 | $331,000 | -0.3% | 4,297 | -3.5% | 0.07% | -13.4% |
Q4 2013 | $332,000 | +4.1% | 4,452 | -3.0% | 0.08% | -9.9% |
Q3 2013 | $319,000 | +6.0% | 4,592 | -0.1% | 0.09% | -10.8% |
Q2 2013 | $301,000 | +8.3% | 4,596 | +7.8% | 0.10% | +9.7% |
Q1 2013 | $278,000 | – | 4,264 | – | 0.09% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Planning & Information Services, Inc. | 930,278 | $38,560,000 | 10.49% |
JD Financial Services Inc. | 163,620 | $6,782,000 | 6.19% |
Financial Insights, Inc. | 139,106 | $5,766,000 | 5.30% |
Linscomb Wealth, Inc. | 2,420,622 | $100,335,000 | 5.17% |
IAG Wealth Partners, LLC | 342,375 | $14,192,000 | 5.05% |
Ten Capital Wealth Advisors, LLC | 253,327 | $10,500,000 | 4.91% |
Private Wealth Strategies, L.L.C. | 258,403 | $10,704,000 | 2.68% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 122,035 | $5,058,000 | 2.55% |
Concord Wealth Partners | 142,573 | $5,910,000 | 2.42% |
JNBA Financial Advisors | 391,308 | $16,220,000 | 2.18% |