WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 209 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $271,000 | +7.1% | 6,110 | -2.4% | 0.02% | -8.7% |
Q1 2021 | $253,000 | -35.9% | 6,263 | -61.7% | 0.02% | -60.3% |
Q1 2020 | $395,000 | -2.5% | 16,352 | +46.6% | 0.06% | -53.2% |
Q3 2019 | $405,000 | +0.5% | 11,155 | +0.3% | 0.12% | -8.8% |
Q2 2019 | $403,000 | +0.5% | 11,125 | -0.8% | 0.14% | +46.2% |
Q1 2019 | $401,000 | +14.2% | 11,217 | +1.1% | 0.09% | -14.7% |
Q4 2018 | $351,000 | -14.0% | 11,099 | +0.4% | 0.11% | +1.9% |
Q3 2018 | $408,000 | +0.2% | 11,057 | -2.8% | 0.11% | -4.5% |
Q2 2018 | $407,000 | +2.0% | 11,371 | -2.8% | 0.11% | -8.2% |
Q1 2018 | $399,000 | -72.2% | 11,694 | -49.7% | 0.12% | -43.5% |
Q4 2017 | $1,434,000 | +267.7% | 23,250 | +495.7% | 0.22% | +75.6% |
Q3 2017 | $390,000 | +3.7% | 3,903 | +1.4% | 0.12% | -3.9% |
Q2 2017 | $376,000 | -19.7% | 3,850 | -19.8% | 0.13% | -28.9% |
Q1 2017 | $468,000 | +40.5% | 4,798 | +36.1% | 0.18% | +56.5% |
Q4 2016 | $333,000 | +14.8% | 3,526 | +10.6% | 0.12% | -12.9% |
Q3 2016 | $290,000 | +3.9% | 3,189 | +2.3% | 0.13% | -7.7% |
Q2 2016 | $279,000 | +158.3% | 3,116 | +124.8% | 0.14% | +138.3% |
Q3 2014 | $108,000 | – | 1,386 | – | 0.06% | – |
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% |