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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $864,256 | -3.5% | 21,100 | -0.9% | 0.10% | -2.0% |
Q2 2023 | $895,665 | +2.4% | 21,300 | -0.2% | 0.10% | +1.0% |
Q1 2023 | $874,923 | -2.0% | 21,350 | -1.6% | 0.10% | -1.9% |
Q4 2022 | $892,738 | +9.3% | 21,700 | 0.0% | 0.10% | -1.0% |
Q3 2022 | $817,000 | -3.8% | 21,700 | -0.4% | 0.10% | +1.0% |
Q2 2022 | $849,000 | -12.2% | 21,780 | 0.0% | 0.10% | -1.9% |
Q1 2022 | $967,000 | -0.4% | 21,780 | -0.5% | 0.10% | +8.2% |
Q4 2021 | $971,000 | +7.1% | 21,880 | 0.0% | 0.10% | -46.1% |
Q3 2021 | $907,000 | -1.2% | 21,880 | 0.0% | 0.18% | -0.6% |
Q2 2021 | $918,000 | +3.8% | 21,880 | 0.0% | 0.18% | -2.7% |
Q1 2021 | $884,000 | +12.0% | 21,880 | -3.4% | 0.19% | +5.1% |
Q4 2020 | $789,000 | +16.2% | 22,659 | -3.5% | 0.18% | +4.1% |
Q3 2020 | $679,000 | -2.6% | 23,486 | -4.5% | 0.17% | -9.6% |
Q2 2020 | $697,000 | +2.2% | 24,591 | -12.9% | 0.19% | -10.9% |
Q1 2020 | $682,000 | -37.2% | 28,248 | -1.1% | 0.21% | -24.6% |
Q4 2019 | $1,086,000 | +2.7% | 28,555 | -1.9% | 0.28% | -6.0% |
Q3 2019 | $1,057,000 | -0.4% | 29,097 | -0.7% | 0.30% | -2.9% |
Q2 2019 | $1,061,000 | -8.3% | 29,301 | -9.4% | 0.31% | -13.8% |
Q1 2019 | $1,157,000 | +1.2% | 32,325 | -10.6% | 0.36% | -9.2% |
Q4 2018 | $1,143,000 | -13.8% | 36,149 | +0.5% | 0.39% | -6.7% |
Q3 2018 | $1,326,000 | +6.6% | 35,961 | +3.5% | 0.42% | -2.3% |
Q2 2018 | $1,244,000 | +6.2% | 34,759 | +1.3% | 0.43% | -7.3% |
Q1 2018 | $1,171,000 | -24.1% | 34,310 | -21.5% | 0.46% | -22.7% |
Q4 2017 | $1,542,000 | -8.2% | 43,720 | +160.1% | 0.60% | -11.2% |
Q3 2017 | $1,680,000 | +4.5% | 16,810 | +2.2% | 0.68% | -1.0% |
Q2 2017 | $1,608,000 | +6.7% | 16,447 | +6.4% | 0.68% | 0.0% |
Q1 2017 | $1,507,000 | +12.5% | 15,453 | +8.8% | 0.68% | +2.1% |
Q4 2016 | $1,340,000 | +4.3% | 14,202 | +0.4% | 0.67% | -5.2% |
Q3 2016 | $1,285,000 | +15.7% | 14,145 | +13.9% | 0.71% | +8.4% |
Q2 2016 | $1,111,000 | – | 12,415 | – | 0.65% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Melone Private Wealth, LLC | 314,888 | $12,897,820 | 9.22% |
Financial Planning & Information Services, Inc. | 1,101,183 | $45,104,439 | 8.40% |
Coulter & Justus Financial Services, LLC | 218,411 | $8,946,112 | 6.51% |
INVENIO WEALTH PARTNERS LLC | 155,109 | $6,353,265 | 5.78% |
IAG Wealth Partners, LLC | 489,615 | $20,054,653 | 5.59% |
Linscomb Wealth, Inc. | 1,994,714 | $81,703,473 | 4.78% |
Team Financial Group, LLC | 104,962 | $4,299,253 | 3.55% |
Marion Wealth Management | 238,136 | $9,754,064 | 3.44% |
Private Wealth Strategies, L.L.C. | 260,518 | $10,670,804 | 2.66% |
Soltis Investment Advisors LLC | 440,067 | $18,025,147 | 2.32% |