WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 360 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $806,707 | -11.7% | 19,695 | -9.3% | 0.01% | -14.3% |
Q2 2023 | $913,242 | -60.8% | 21,718 | -61.8% | 0.01% | -62.2% |
Q1 2023 | $2,327,295 | +3.5% | 56,791 | +3.9% | 0.04% | -2.6% |
Q4 2022 | $2,248,013 | +16.9% | 54,643 | +7.0% | 0.04% | +5.6% |
Q3 2022 | $1,923,000 | +2.0% | 51,052 | +5.6% | 0.04% | +2.9% |
Q2 2022 | $1,885,000 | +18.3% | 48,364 | +34.8% | 0.04% | +40.0% |
Q1 2022 | $1,593,000 | -1.8% | 35,871 | -1.9% | 0.02% | 0.0% |
Q4 2021 | $1,623,000 | +13.1% | 36,577 | +5.6% | 0.02% | 0.0% |
Q3 2021 | $1,435,000 | -3.0% | 34,625 | -1.9% | 0.02% | 0.0% |
Q2 2021 | $1,480,000 | -100.0% | 35,285 | -79.1% | 0.02% | -58.3% |
Q1 2021 | $6,820,526,000 | +600827.4% | 168,742 | +417.7% | 0.06% | +140.0% |
Q4 2020 | $1,135,000 | +28.8% | 32,592 | +7.0% | 0.02% | +13.6% |
Q3 2020 | $881,000 | +0.1% | 30,461 | -1.9% | 0.02% | -12.0% |
Q2 2020 | $880,000 | +26.8% | 31,040 | +7.9% | 0.02% | 0.0% |
Q1 2020 | $694,000 | -78.0% | 28,766 | -65.4% | 0.02% | -73.1% |
Q4 2019 | $3,160,000 | +23.1% | 83,095 | +17.6% | 0.09% | +8.1% |
Q3 2019 | $2,566,000 | +23.3% | 70,686 | +23.0% | 0.09% | +13.2% |
Q2 2019 | $2,081,000 | +10.0% | 57,487 | +8.7% | 0.08% | -5.0% |
Q1 2019 | $1,892,000 | +463.1% | 52,891 | +396.8% | 0.08% | +400.0% |
Q4 2018 | $336,000 | +143.5% | 10,647 | +184.3% | 0.02% | +128.6% |
Q3 2018 | $138,000 | +70.4% | 3,745 | +65.0% | 0.01% | +40.0% |
Q2 2018 | $81,000 | +32.8% | 2,270 | +26.1% | 0.01% | +25.0% |
Q1 2018 | $61,000 | -3.2% | 1,800 | 0.0% | 0.00% | -20.0% |
Q4 2017 | $63,000 | +3.3% | 1,800 | +190.3% | 0.01% | -16.7% |
Q3 2017 | $61,000 | -50.8% | 620 | -51.4% | 0.01% | -57.1% |
Q2 2017 | $124,000 | -0.8% | 1,275 | -0.8% | 0.01% | -26.3% |
Q1 2017 | $125,000 | – | 1,285 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Noven Financial Group, Inc. | 208,021 | $18,618,000 | 12.53% |
NewFocus Financial Group, LLC | 106,024 | $9,489,000 | 7.01% |
TMD & ASSOCIATES, INC | 82,365 | $7,372,000 | 6.52% |
Linscomb Wealth, Inc. | 683,101 | $61,138,000 | 6.16% |
Live Your Vision, LLC | 97,483 | $8,725,000 | 3.98% |
INSPIRION WEALTH ADVISORS, LLC | 62,439 | $5,588,000 | 3.65% |
Cardan Capital Partners, LLC | 149,076 | $13,342,000 | 3.28% |
New England Investment & Retirement Group, Inc. | 61,567 | $5,510,000 | 3.26% |
Jacobus Wealth Management, Inc. | 115,848 | $10,368,000 | 3.16% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 36,620 | $3,278,000 | 3.00% |