WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 265 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,703,388 | -2.9% | 41,587 | -0.3% | 0.38% | +1.1% |
| Q2 2023 | $1,754,829 | +2.6% | 41,732 | +0.0% | 0.37% | +0.8% |
| Q1 2023 | $1,709,641 | -0.3% | 41,719 | +0.1% | 0.37% | +0.5% |
| Q4 2022 | $1,715,001 | +1.6% | 41,687 | -6.9% | 0.37% | -10.9% |
| Q3 2022 | $1,688,000 | -2.0% | 44,800 | +1.3% | 0.41% | +9.0% |
| Q2 2022 | $1,723,000 | -12.2% | 44,214 | +0.0% | 0.38% | -3.3% |
| Q1 2022 | $1,963,000 | -9.0% | 44,200 | -9.1% | 0.39% | -10.3% |
| Q4 2021 | $2,157,000 | +4.8% | 48,622 | -2.0% | 0.44% | -4.8% |
| Q3 2021 | $2,058,000 | -7.3% | 49,639 | -6.2% | 0.46% | -6.1% |
| Q2 2021 | $2,219,000 | +2.4% | 52,907 | -1.3% | 0.49% | -1.6% |
| Q1 2021 | $2,167,000 | +13.5% | 53,618 | -2.3% | 0.50% | +5.1% |
| Q4 2020 | $1,910,000 | +17.5% | 54,891 | -2.4% | 0.47% | +3.3% |
| Q3 2020 | $1,626,000 | -1.8% | 56,225 | -3.8% | 0.46% | +0.7% |
| Q2 2020 | $1,656,000 | -23.7% | 58,425 | -34.9% | 0.46% | -30.7% |
| Q1 2020 | $2,170,000 | -41.8% | 89,809 | -8.4% | 0.66% | -24.0% |
| Q4 2019 | $3,730,000 | -47.6% | 98,066 | -50.0% | 0.86% | +0.3% |
| Q3 2019 | $7,116,000 | +97.3% | 195,962 | +96.7% | 0.86% | +2.3% |
| Q2 2019 | $3,606,000 | +2.2% | 99,611 | +1.0% | 0.84% | -2.9% |
| Q1 2019 | $3,528,000 | +12.4% | 98,586 | -0.7% | 0.87% | -1.6% |
| Q4 2018 | $3,140,000 | -23.8% | 99,271 | -11.1% | 0.88% | -24.2% |
| Q3 2018 | $4,119,000 | +3.0% | 111,689 | -0.0% | 1.16% | -3.0% |
| Q2 2018 | $4,000,000 | -0.8% | 111,743 | -5.5% | 1.20% | -4.2% |
| Q1 2018 | $4,033,000 | -5.9% | 118,213 | -2.7% | 1.25% | -10.4% |
| Q4 2017 | $4,286,000 | -3.4% | 121,460 | +173.7% | 1.40% | +2.7% |
| Q3 2017 | $4,436,000 | +3.7% | 44,377 | +1.4% | 1.36% | -8.9% |
| Q2 2017 | $4,279,000 | -6.6% | 43,776 | -6.8% | 1.49% | -8.0% |
| Q1 2017 | $4,581,000 | +5.0% | 46,971 | +1.6% | 1.62% | -1.5% |
| Q4 2016 | $4,364,000 | +5.7% | 46,243 | +1.8% | 1.65% | +10.8% |
| Q3 2016 | $4,127,000 | +1.4% | 45,417 | -0.1% | 1.49% | +0.5% |
| Q2 2016 | $4,070,000 | +5.0% | 45,479 | +1.0% | 1.48% | +5.2% |
| Q1 2016 | $3,877,000 | +4.7% | 45,025 | -2.1% | 1.41% | +7.5% |
| Q4 2015 | $3,702,000 | – | 45,981 | – | 1.31% | – |
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 & Williams, 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% |