WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 286 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $6,791,037 | -6.8% | 145,201 | -2.8% | 0.32% | -9.1% |
Q1 2024 | $7,283,524 | -2.0% | 149,344 | -8.2% | 0.35% | -11.6% |
Q4 2023 | $7,432,141 | +7.6% | 162,664 | -3.5% | 0.40% | +4.5% |
Q3 2023 | $6,907,197 | -15.4% | 168,633 | -13.1% | 0.38% | -10.2% |
Q2 2023 | $8,163,209 | -2.7% | 194,131 | -5.2% | 0.42% | -5.4% |
Q1 2023 | $8,390,352 | -1.8% | 204,696 | -1.5% | 0.45% | -13.9% |
Q4 2022 | $8,547,307 | +13.6% | 207,761 | +4.0% | 0.52% | -0.6% |
Q3 2022 | $7,523,000 | -0.4% | 199,696 | +3.1% | 0.52% | -8.4% |
Q2 2022 | $7,552,000 | -9.3% | 193,740 | +3.4% | 0.57% | -14.5% |
Q1 2022 | $8,326,000 | +4.4% | 187,438 | +4.2% | 0.67% | +5.2% |
Q4 2021 | $7,978,000 | +9.5% | 179,849 | +2.3% | 0.63% | +6.6% |
Q3 2021 | $7,288,000 | +14.8% | 175,832 | +16.1% | 0.60% | +14.0% |
Q2 2021 | $6,351,000 | -10.9% | 151,398 | -14.2% | 0.52% | -18.1% |
Q1 2021 | $7,131,000 | -14.5% | 176,402 | -26.4% | 0.64% | -20.7% |
Q4 2020 | $8,341,000 | +6.7% | 239,613 | -11.4% | 0.80% | -4.9% |
Q3 2020 | $7,819,000 | +8492.3% | 270,367 | +8325.3% | 0.84% | +6933.3% |
Q2 2020 | $91,000 | +44.4% | 3,209 | +23.8% | 0.01% | +20.0% |
Q1 2020 | $63,000 | -99.2% | 2,592 | -98.8% | 0.01% | -99.3% |
Q4 2019 | $8,222,000 | -0.0% | 216,129 | -4.6% | 1.44% | +8.0% |
Q3 2019 | $8,224,000 | -4.1% | 226,486 | -4.4% | 1.33% | -2.4% |
Q2 2019 | $8,578,000 | +33.8% | 236,965 | +32.3% | 1.36% | +20.3% |
Q1 2019 | $6,412,000 | -24.0% | 179,153 | -32.8% | 1.13% | -36.5% |
Q4 2018 | $8,437,000 | +173.2% | 266,751 | +218.6% | 1.78% | +74.4% |
Q3 2018 | $3,088,000 | -27.0% | 83,730 | -30.2% | 1.02% | +2.7% |
Q2 2018 | $4,233,000 | – | 120,006 | – | 0.99% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Noven Financial Group, Inc. | 651,009 | $24,009,000 | 11.99% |
RELIANCE TRUST CO | 13,146 | $485,000 | 9.59% |
INSPIRION WEALTH ADVISORS, LLC | 560,077 | $20,656,000 | 8.76% |
TMD & ASSOCIATES, INC | 212,624 | $7,842,000 | 5.59% |
Linscomb Wealth, Inc. | 1,763,979 | $65,056,000 | 5.34% |
SVA Wealth Management, LLC | 1,077,220 | $39,728,000 | 4.04% |
Certified Advisory Corp | 211,039 | $7,783,000 | 3.60% |
Financial Planning & Information Services, Inc. | 239,595 | $8,836,000 | 3.42% |
CAPITAL WEALTH MANAGEMENT, LLC | 93,567 | $3,451,000 | 3.02% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 103,555 | $3,819,000 | 2.95% |