WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 304 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $139,750 | -43.9% | 3,410 | -43.7% | 0.00% | -50.0% |
| Q4 2022 | $249,205 | -57.3% | 6,057 | -56.4% | 0.01% | -55.6% |
| Q2 2021 | $583,000 | +810.9% | 13,901 | +659.6% | 0.02% | +500.0% |
| Q4 2020 | $64,000 | +20.8% | 1,830 | 0.0% | 0.00% | +50.0% |
| Q3 2020 | $53,000 | -24.3% | 1,830 | -36.5% | 0.00% | -60.0% |
| Q1 2020 | $70,000 | -36.4% | 2,880 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $110,000 | +18.3% | 2,880 | +11.6% | 0.01% | 0.0% |
| Q3 2019 | $93,000 | 0.0% | 2,580 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $93,000 | +1.1% | 2,580 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $92,000 | +12.2% | 2,580 | 0.0% | 0.01% | -14.3% |
| Q4 2018 | $82,000 | -13.7% | 2,580 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $95,000 | -12.0% | 2,580 | -13.0% | 0.01% | -12.5% |
| Q2 2018 | $108,000 | -10.7% | 2,964 | -16.5% | 0.01% | -20.0% |
| Q1 2018 | $121,000 | -3.2% | 3,549 | 0.0% | 0.01% | -9.1% |
| Q4 2017 | $125,000 | +19.0% | 3,549 | +236.4% | 0.01% | -8.3% |
| Q3 2017 | $105,000 | +25.0% | 1,055 | +22.7% | 0.01% | +9.1% |
| Q2 2017 | $84,000 | 0.0% | 860 | 0.0% | 0.01% | -8.3% |
| Q1 2017 | $84,000 | -91.1% | 860 | -91.7% | 0.01% | -93.3% |
| Q3 2016 | $946,000 | +403.2% | 10,412 | +395.8% | 0.18% | +314.0% |
| Q2 2016 | $188,000 | +154.1% | 2,100 | +144.2% | 0.04% | +115.0% |
| Q1 2016 | $74,000 | +7.2% | 860 | 0.0% | 0.02% | -9.1% |
| Q4 2015 | $69,000 | +3.0% | 860 | 0.0% | 0.02% | +10.0% |
| Q3 2015 | $67,000 | -5.6% | 860 | 0.0% | 0.02% | -4.8% |
| Q2 2015 | $71,000 | -5.3% | 860 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $75,000 | +5.6% | 860 | 0.0% | 0.02% | -4.5% |
| Q4 2014 | $71,000 | +12.7% | 860 | +1.2% | 0.02% | -31.2% |
| Q4 2013 | $63,000 | – | 850 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Noven Financial Group, Inc. | 208,021 | $18,618,000 | 12.53% |
| NewFocus Financial Group, LLC | 106,024 | $9,489,000 | 7.01% |
| TMD & ASSOCIATES, INC | 82,365 | $7,372,000 | 6.52% |
| Linscomb Wealth, Inc. | 683,101 | $61,138,000 | 6.16% |
| Live Your Vision, LLC | 97,483 | $8,725,000 | 3.98% |
| INSPIRION WEALTH ADVISORS, LLC | 62,439 | $5,588,000 | 3.65% |
| Cardan Capital Partners, LLC | 149,076 | $13,342,000 | 3.28% |
| New England Investment & Retirement Group, Inc. | 61,567 | $5,510,000 | 3.26% |
| Jacobus Wealth Management, Inc. | 115,848 | $10,368,000 | 3.16% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 36,620 | $3,278,000 | 3.00% |