WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 348 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,682,580 | -6.3% | 114,321 | -3.8% | 0.44% | -1.8% |
Q2 2023 | $4,998,379 | -5.3% | 118,868 | -7.7% | 0.45% | -9.6% |
Q1 2023 | $5,279,658 | -1.7% | 128,835 | -1.4% | 0.50% | -5.3% |
Q4 2022 | $5,373,633 | +10.4% | 130,618 | +1.1% | 0.53% | -1.5% |
Q3 2022 | $4,869,000 | -3.4% | 129,246 | 0.0% | 0.53% | +0.4% |
Q2 2022 | $5,038,000 | -11.1% | 129,246 | +1.3% | 0.53% | -0.6% |
Q1 2022 | $5,665,000 | -6.5% | 127,538 | -6.6% | 0.54% | -6.3% |
Q4 2021 | $6,057,000 | +4.7% | 136,532 | -2.2% | 0.57% | -3.9% |
Q3 2021 | $5,787,000 | -14.1% | 139,612 | -13.1% | 0.59% | -41.0% |
Q2 2021 | $6,737,000 | +7.1% | 160,587 | +3.2% | 1.01% | -21.6% |
Q1 2021 | $6,288,000 | -12.9% | 155,556 | -25.0% | 1.28% | -15.4% |
Q4 2020 | $7,221,000 | +18.0% | 207,443 | -2.0% | 1.52% | +4.2% |
Q3 2020 | $6,120,000 | -3.6% | 211,628 | -5.5% | 1.46% | -11.6% |
Q2 2020 | $6,346,000 | +3.3% | 223,926 | -11.9% | 1.64% | -10.6% |
Q1 2020 | $6,141,000 | -33.4% | 254,177 | +4.9% | 1.84% | -18.9% |
Q4 2019 | $9,219,000 | -0.7% | 242,338 | -5.3% | 2.27% | -4.2% |
Q3 2019 | $9,287,000 | +1.1% | 255,782 | +0.8% | 2.37% | +1.8% |
Q2 2019 | $9,190,000 | +2.4% | 253,872 | +1.3% | 2.33% | -0.6% |
Q1 2019 | $8,973,000 | +18.2% | 250,704 | +4.5% | 2.34% | +15.1% |
Q4 2018 | $7,591,000 | -13.7% | 240,001 | +0.6% | 2.03% | -10.2% |
Q3 2018 | $8,797,000 | +4.7% | 238,528 | +1.6% | 2.26% | +2.3% |
Q2 2018 | $8,406,000 | +4.3% | 234,808 | -0.6% | 2.21% | +4.1% |
Q1 2018 | $8,056,000 | +6.7% | 236,117 | +10.3% | 2.13% | +15.0% |
Q4 2017 | $7,551,000 | +15.4% | 214,016 | +227.0% | 1.85% | +9.4% |
Q3 2017 | $6,541,000 | +10.0% | 65,444 | +7.6% | 1.69% | +3.5% |
Q2 2017 | $5,947,000 | +50.4% | 60,838 | +45.3% | 1.63% | +52.6% |
Q1 2017 | $3,953,000 | 0.0% | 41,882 | 0.0% | 1.07% | 0.0% |
Q4 2016 | $3,953,000 | +56.4% | 41,882 | +50.6% | 1.07% | +48.2% |
Q3 2016 | $2,528,000 | +198.8% | 27,814 | +194.2% | 0.72% | +208.5% |
Q2 2016 | $846,000 | – | 9,453 | – | 0.23% | – |
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% |