WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 107 filers reported holding WISDOMTREE TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,232 | -4.1% | 176 | 0.0% | 0.00% | – |
| Q1 2024 | $8,584 | +6.7% | 176 | 0.0% | 0.00% | – |
| Q4 2023 | $8,042 | -6.5% | 176 | -16.2% | 0.00% | – |
| Q3 2023 | $8,602 | +16.2% | 210 | +19.3% | 0.00% | – |
| Q2 2023 | $7,401 | +2.6% | 176 | 0.0% | 0.00% | – |
| Q1 2023 | $7,213 | -0.4% | 176 | 0.0% | 0.00% | – |
| Q4 2022 | $7,241 | +3.4% | 176 | 0.0% | 0.00% | – |
| Q3 2022 | $7,000 | 0.0% | 176 | 0.0% | 0.00% | – |
| Q2 2022 | $7,000 | -12.5% | 176 | 0.0% | 0.00% | – |
| Q1 2022 | $8,000 | -11.1% | 176 | -16.2% | 0.00% | – |
| Q4 2021 | $9,000 | 0.0% | 210 | 0.0% | 0.00% | – |
| Q3 2021 | $9,000 | +28.6% | 210 | +19.3% | 0.00% | – |
| Q2 2021 | $7,000 | 0.0% | 176 | 0.0% | 0.00% | – |
| Q1 2021 | $7,000 | +16.7% | 176 | 0.0% | 0.00% | – |
| Q4 2020 | $6,000 | +20.0% | 176 | 0.0% | 0.00% | – |
| Q3 2020 | $5,000 | -28.6% | 176 | -26.7% | 0.00% | – |
| Q2 2020 | $7,000 | -92.7% | 240 | -94.0% | 0.00% | -100.0% |
| Q1 2020 | $96,000 | -73.2% | 3,980 | -57.7% | 0.01% | -66.7% |
| Q4 2019 | $358,000 | +4.4% | 9,407 | -0.5% | 0.02% | -5.3% |
| Q3 2019 | $343,000 | -0.3% | 9,457 | -0.1% | 0.02% | -5.0% |
| Q2 2019 | $344,000 | -1.7% | 9,467 | -3.2% | 0.02% | -4.8% |
| Q1 2019 | $350,000 | -23.2% | 9,775 | -32.3% | 0.02% | -30.0% |
| Q4 2018 | $456,000 | -16.6% | 14,432 | -2.6% | 0.03% | -6.2% |
| Q3 2018 | $547,000 | -0.7% | 14,817 | -3.7% | 0.03% | -8.6% |
| Q2 2018 | $551,000 | -3.3% | 15,387 | -7.9% | 0.04% | -2.8% |
| Q1 2018 | $570,000 | -4.4% | 16,708 | -1.0% | 0.04% | 0.0% |
| Q4 2017 | $596,000 | -5.4% | 16,883 | +167.6% | 0.04% | -12.2% |
| Q3 2017 | $630,000 | -51.6% | 6,309 | -52.6% | 0.04% | -52.3% |
| Q2 2017 | $1,301,000 | -3.3% | 13,303 | -3.5% | 0.09% | -4.4% |
| Q1 2017 | $1,345,000 | +3.6% | 13,792 | +0.2% | 0.09% | +1.1% |
| Q4 2016 | $1,298,000 | +10.7% | 13,760 | +6.6% | 0.09% | +3.5% |
| Q3 2016 | $1,173,000 | +47.5% | 12,913 | +45.4% | 0.09% | +45.8% |
| Q2 2016 | $795,000 | +123.9% | 8,883 | +115.8% | 0.06% | +110.7% |
| Q1 2016 | $355,000 | +102.9% | 4,116 | +89.6% | 0.03% | +100.0% |
| Q4 2015 | $175,000 | +13.6% | 2,171 | +9.6% | 0.01% | +7.7% |
| Q3 2015 | $154,000 | +396.8% | 1,981 | +428.3% | 0.01% | +550.0% |
| Q2 2015 | $31,000 | -3.1% | 375 | 0.0% | 0.00% | -33.3% |
| Q1 2015 | $32,000 | +3.2% | 375 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $31,000 | +6.9% | 375 | 0.0% | 0.00% | +50.0% |
| Q3 2014 | $29,000 | -6.5% | 375 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $31,000 | – | 375 | – | 0.00% | – |
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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% |