WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 309 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $300,085 | -47.2% | 7,326 | -45.8% | 0.06% | -42.1% |
Q2 2023 | $568,139 | -3.6% | 13,511 | -6.0% | 0.11% | -10.1% |
Q1 2023 | $589,160 | -3.0% | 14,377 | -2.6% | 0.12% | +45.1% |
Q4 2022 | $607,127 | +31.4% | 14,758 | +20.2% | 0.08% | -27.4% |
Q3 2022 | $462,000 | +10.0% | 12,274 | +13.8% | 0.11% | +32.9% |
Q2 2022 | $420,000 | +12.6% | 10,783 | +28.5% | 0.08% | +28.8% |
Q1 2022 | $373,000 | +20.7% | 8,389 | +20.6% | 0.07% | +29.4% |
Q4 2021 | $309,000 | +6.2% | 6,956 | -0.9% | 0.05% | -1.9% |
Q3 2021 | $291,000 | -6.4% | 7,020 | -5.2% | 0.05% | -8.8% |
Q2 2021 | $311,000 | -7.2% | 7,407 | -10.6% | 0.06% | -26.0% |
Q1 2021 | $335,000 | -32.2% | 8,284 | -41.6% | 0.08% | -37.9% |
Q4 2020 | $494,000 | +9.8% | 14,178 | -8.9% | 0.12% | -15.1% |
Q3 2020 | $450,000 | +0.7% | 15,570 | -1.2% | 0.15% | -14.6% |
Q2 2020 | $447,000 | -5.7% | 15,765 | -19.6% | 0.17% | -21.2% |
Q1 2020 | $474,000 | -21.4% | 19,599 | +23.5% | 0.22% | -4.0% |
Q4 2019 | $603,000 | +48.5% | 15,864 | +41.7% | 0.23% | +23.5% |
Q3 2019 | $406,000 | -4.7% | 11,195 | -4.7% | 0.18% | -0.5% |
Q2 2019 | $426,000 | +10.6% | 11,752 | +9.2% | 0.18% | -6.6% |
Q1 2019 | $385,000 | +34.6% | 10,766 | +19.1% | 0.20% | +4.8% |
Q4 2018 | $286,000 | +26.5% | 9,037 | +47.7% | 0.19% | +39.3% |
Q3 2018 | $226,000 | +303.6% | 6,118 | +293.4% | 0.14% | +125.0% |
Q2 2018 | $56,000 | -56.9% | 1,555 | -59.9% | 0.06% | -37.5% |
Q1 2018 | $130,000 | -6.5% | 3,882 | -0.9% | 0.10% | -7.7% |
Q4 2017 | $139,000 | +9.4% | 3,919 | +209.6% | 0.10% | -8.0% |
Q3 2017 | $127,000 | +4.1% | 1,266 | +0.6% | 0.11% | -11.0% |
Q2 2017 | $122,000 | -1.6% | 1,258 | -2.2% | 0.13% | -3.1% |
Q1 2017 | $124,000 | +1.6% | 1,286 | +0.5% | 0.13% | -21.6% |
Q4 2016 | $122,000 | – | 1,280 | – | 0.17% | – |
Download |
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% |