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 | $903,370 | +8.7% | 22,055 | +11.6% | 0.05% | +7.0% |
Q2 2023 | $830,808 | +2.1% | 19,758 | -0.5% | 0.04% | -6.5% |
Q1 2023 | $813,902 | +28.2% | 19,861 | +28.7% | 0.05% | +15.0% |
Q4 2022 | $634,802 | +77.3% | 15,430 | +62.5% | 0.04% | +48.1% |
Q3 2022 | $358,000 | -90.7% | 9,498 | -90.4% | 0.03% | -92.1% |
Q2 2022 | $3,859,000 | +1031.7% | 99,002 | +1190.8% | 0.34% | +1207.7% |
Q1 2022 | $341,000 | -97.7% | 7,670 | -97.7% | 0.03% | -97.6% |
Q4 2021 | $14,726,000 | +4403.4% | 331,955 | +4109.4% | 1.09% | +3922.2% |
Q3 2021 | $327,000 | +1.9% | 7,886 | +3.0% | 0.03% | +35.0% |
Q2 2021 | $321,000 | -0.9% | 7,654 | -4.4% | 0.02% | -13.0% |
Q1 2021 | $324,000 | +42.1% | 8,008 | +22.3% | 0.02% | +21.1% |
Q4 2020 | $228,000 | -18.9% | 6,548 | -11.5% | 0.02% | -42.4% |
Q4 2019 | $281,000 | +8.5% | 7,395 | +3.8% | 0.03% | -5.7% |
Q3 2019 | $259,000 | +9.7% | 7,126 | +9.1% | 0.04% | +2.9% |
Q2 2019 | $236,000 | -4.8% | 6,534 | -5.8% | 0.03% | -17.1% |
Q1 2019 | $248,000 | +2.1% | 6,935 | -9.7% | 0.04% | -12.8% |
Q4 2018 | $243,000 | -40.1% | 7,680 | -30.2% | 0.05% | -46.6% |
Q3 2018 | $406,000 | +3.0% | 11,008 | +0.0% | 0.09% | -12.9% |
Q2 2018 | $394,000 | +7.9% | 11,004 | +0.7% | 0.10% | +3.1% |
Q1 2018 | $365,000 | -5.9% | 10,924 | +0.8% | 0.10% | -4.9% |
Q4 2017 | $388,000 | +89.3% | 10,835 | +431.1% | 0.10% | +18.4% |
Q3 2017 | $205,000 | +20400.0% | 2,040 | +4.8% | 0.09% | – |
Q2 2017 | $1,000 | -99.5% | 1,947 | +0.5% | 0.00% | -100.0% |
Q1 2017 | $187,000 | +2.2% | 1,937 | +0.6% | 0.12% | -9.4% |
Q4 2016 | $183,000 | – | 1,926 | – | 0.14% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Planning & Information Services, Inc. | 930,278 | $38,560,000 | 10.49% |
JD Financial Services Inc. | 163,620 | $6,782,000 | 6.19% |
Financial Insights, Inc. | 139,106 | $5,766,000 | 5.30% |
Linscomb Wealth, Inc. | 2,420,622 | $100,335,000 | 5.17% |
IAG Wealth Partners, LLC | 342,375 | $14,192,000 | 5.05% |
Ten Capital Wealth Advisors, LLC | 253,327 | $10,500,000 | 4.91% |
Private Wealth Strategies, L.L.C. | 258,403 | $10,704,000 | 2.68% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 122,035 | $5,058,000 | 2.55% |
Concord Wealth Partners | 142,573 | $5,910,000 | 2.42% |
JNBA Financial Advisors | 391,308 | $16,220,000 | 2.18% |