WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 219 filers reported holding WISDOMTREE TR in Q2 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 ↓ |
---|---|---|---|
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% |