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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $355,287 | -2.2% | 8,674 | +0.4% | 0.11% | +96.3% |
Q2 2023 | $363,312 | +2.6% | 8,640 | 0.0% | 0.05% | -49.1% |
Q1 2023 | $354,067 | +8.9% | 8,640 | +9.3% | 0.11% | +3.9% |
Q4 2022 | $325,129 | +28.5% | 7,903 | +20.9% | 0.10% | +17.2% |
Q3 2022 | $253,000 | +0.8% | 6,536 | +3.1% | 0.09% | +8.8% |
Q2 2022 | $251,000 | -10.7% | 6,337 | 0.0% | 0.08% | +1.3% |
Q1 2022 | $281,000 | +12.4% | 6,337 | +12.4% | 0.08% | +19.7% |
Q4 2021 | $250,000 | +8.7% | 5,640 | +1.6% | 0.07% | -2.9% |
Q3 2021 | $230,000 | -3.4% | 5,550 | -2.1% | 0.07% | -2.9% |
Q2 2021 | $238,000 | -5.9% | 5,670 | -9.4% | 0.07% | -13.6% |
Q1 2021 | $253,000 | +11.0% | 6,258 | -4.6% | 0.08% | +30.6% |
Q4 2020 | $228,000 | +7.5% | 6,559 | -25.2% | 0.06% | -43.6% |
Q1 2020 | $212,000 | -64.2% | 8,772 | -43.8% | 0.11% | -50.2% |
Q4 2019 | $593,000 | +5.3% | 15,602 | +0.5% | 0.22% | -3.5% |
Q3 2019 | $563,000 | +1.3% | 15,517 | +1.0% | 0.23% | +0.9% |
Q2 2019 | $556,000 | +1.6% | 15,367 | +0.5% | 0.23% | -3.4% |
Q1 2019 | $547,000 | +7.7% | 15,297 | -4.7% | 0.24% | -2.5% |
Q4 2018 | $508,000 | -15.2% | 16,050 | -1.2% | 0.24% | +5.7% |
Q3 2018 | $599,000 | -3.9% | 16,250 | -6.6% | 0.23% | -8.8% |
Q2 2018 | $623,000 | -4.4% | 17,400 | -8.9% | 0.25% | -6.7% |
Q1 2018 | $652,000 | -4.0% | 19,100 | -0.8% | 0.27% | -0.4% |
Q4 2017 | $679,000 | +6.6% | 19,256 | +202.2% | 0.27% | +4.3% |
Q3 2017 | $637,000 | +2.2% | 6,372 | +0.5% | 0.26% | +2.0% |
Q2 2017 | $623,000 | +2.3% | 6,342 | +1.0% | 0.25% | -4.2% |
Q1 2017 | $609,000 | +2.7% | 6,278 | +1.6% | 0.26% | -0.8% |
Q4 2016 | $593,000 | -99.9% | 6,178 | -0.2% | 0.27% | +3.5% |
Q3 2016 | $548,484,000 | +2.0% | 6,193 | +3.0% | 0.26% | +2.0% |
Q2 2016 | $537,984,000 | +16.8% | 6,011 | +12.4% | 0.25% | +15.1% |
Q1 2016 | $460,506,000 | +4.5% | 5,347 | -2.3% | 0.22% | +3.3% |
Q4 2015 | $440,622,000 | -1.8% | 5,472 | -5.3% | 0.21% | -8.2% |
Q3 2015 | $448,723,000 | -24.1% | 5,778 | -19.2% | 0.23% | -17.8% |
Q2 2015 | $591,160,000 | +95402.4% | 7,152 | -0.4% | 0.28% | -11.4% |
Q1 2015 | $619,000 | +3.9% | 7,183 | +0.9% | 0.32% | +9.7% |
Q4 2014 | $596,000 | – | 7,121 | – | 0.29% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Planning & Information Services, Inc. | 1,037,876 | $39,097,000 | 9.47% |
Melone Private Wealth, LLC | 224,141 | $8,860,000 | 7.74% |
IAG Wealth Partners, LLC | 434,847 | $16,381,000 | 5.44% |
Linscomb & Williams, Inc. | 2,283,773 | $86,030,000 | 5.22% |
Marion Wealth Management | 168,414 | $6,344,000 | 3.26% |
Concord Wealth Partners | 234,313 | $8,827,000 | 2.80% |
Private Wealth Strategies, L.L.C. | 241,476 | $9,103,000 | 2.66% |
Apeiron RIA LLC | 147,714 | $5,745,000 | 2.64% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 118,937 | $4,480,000 | 2.55% |
Bickling Financial Services, Inc. | 93,904 | $3,538,000 | 2.38% |