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 | $300,023 | -2.6% | 7,325 | 0.0% | 0.22% | -1.8% |
Q2 2023 | $308,000 | -1.4% | 7,325 | -3.9% | 0.22% | -7.9% |
Q1 2023 | $312,449 | +0.1% | 7,624 | -8.0% | 0.24% | -5.5% |
Q3 2022 | $312,000 | -3.4% | 8,290 | +0.1% | 0.26% | +5.3% |
Q2 2022 | $323,000 | -12.2% | 8,285 | +0.1% | 0.24% | +11.0% |
Q1 2022 | $368,000 | +0.3% | 8,280 | +0.0% | 0.22% | +5.3% |
Q4 2021 | $367,000 | +7.0% | 8,278 | +0.1% | 0.21% | -10.0% |
Q3 2021 | $343,000 | -1.2% | 8,273 | +0.0% | 0.23% | +12.1% |
Q2 2021 | $347,000 | -21.7% | 8,269 | -24.6% | 0.21% | -29.2% |
Q1 2021 | $443,000 | +16.0% | 10,965 | +0.0% | 0.29% | -18.5% |
Q4 2020 | $382,000 | -2.6% | 10,963 | -19.1% | 0.36% | +24.0% |
Q3 2020 | $392,000 | -48.6% | 13,556 | -49.6% | 0.29% | -49.7% |
Q2 2020 | $762,000 | +11.2% | 26,871 | -5.8% | 0.57% | -7.3% |
Q1 2020 | $685,000 | -36.9% | 28,528 | +0.0% | 0.62% | +0.2% |
Q4 2019 | $1,085,000 | +4.1% | 28,519 | -0.7% | 0.62% | -1.8% |
Q3 2019 | $1,042,000 | +0.3% | 28,710 | +0.0% | 0.63% | +1.1% |
Q2 2019 | $1,039,000 | +0.8% | 28,699 | -0.3% | 0.62% | -1.9% |
Q1 2019 | $1,031,000 | +0.6% | 28,794 | -11.1% | 0.63% | -7.3% |
Q4 2018 | $1,025,000 | -12.6% | 32,393 | +1.8% | 0.68% | +2.6% |
Q3 2018 | $1,173,000 | -50.6% | 31,834 | -52.0% | 0.66% | -52.3% |
Q2 2018 | $2,373,000 | -0.3% | 66,281 | -5.0% | 1.40% | -4.1% |
Q1 2018 | $2,380,000 | -6.7% | 69,778 | -3.5% | 1.45% | -4.1% |
Q4 2017 | $2,551,000 | -6.6% | 72,326 | +164.9% | 1.52% | -12.5% |
Q3 2017 | $2,730,000 | +2.2% | 27,308 | -0.0% | 1.73% | -4.2% |
Q2 2017 | $2,670,000 | +1.4% | 27,309 | +1.1% | 1.81% | -3.5% |
Q1 2017 | $2,632,000 | +23.9% | 27,008 | +20.0% | 1.88% | +15.7% |
Q4 2016 | $2,125,000 | +14.7% | 22,508 | +10.3% | 1.62% | +13.6% |
Q3 2016 | $1,853,000 | +0.4% | 20,408 | -1.0% | 1.43% | -4.5% |
Q2 2016 | $1,845,000 | +4.2% | 20,607 | +0.3% | 1.49% | -3.4% |
Q1 2016 | $1,770,000 | +5.5% | 20,550 | +1.5% | 1.55% | +4.5% |
Q4 2015 | $1,678,000 | – | 20,250 | – | 1.48% | – |
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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% |