WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 137 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $13,758,379 | -4.4% | 335,898 | -1.8% | 0.14% | +3.8% |
Q2 2023 | $14,384,453 | +3.7% | 342,079 | +1.1% | 0.13% | -3.6% |
Q1 2023 | $13,868,302 | +5.3% | 338,416 | +5.7% | 0.14% | +0.7% |
Q4 2022 | $13,171,650 | +3.5% | 320,166 | -5.2% | 0.14% | -5.5% |
Q3 2022 | $12,727,000 | -8.8% | 337,860 | -5.6% | 0.14% | -3.3% |
Q2 2022 | $13,955,000 | -12.0% | 358,018 | +0.3% | 0.15% | +2.0% |
Q1 2022 | $15,863,000 | +1.8% | 357,099 | +1.6% | 0.15% | +3.5% |
Q4 2021 | $15,590,000 | +7.8% | 351,435 | +0.7% | 0.14% | -1.4% |
Q3 2021 | $14,466,000 | -2.2% | 348,998 | -1.0% | 0.14% | -2.7% |
Q2 2021 | $14,786,000 | +10.0% | 352,478 | +6.0% | 0.15% | -8.6% |
Q1 2021 | $13,446,000 | +5.8% | 332,674 | -8.9% | 0.16% | -2.4% |
Q4 2020 | $12,711,000 | -21.0% | 365,137 | -34.3% | 0.17% | -29.4% |
Q3 2020 | $16,081,000 | +0.7% | 556,062 | -1.3% | 0.24% | -6.7% |
Q2 2020 | $15,969,000 | +5.6% | 563,492 | -10.0% | 0.25% | -11.0% |
Q1 2020 | $15,121,000 | -45.9% | 625,868 | -14.8% | 0.28% | -32.8% |
Q4 2019 | $27,943,000 | +4.1% | 734,560 | -0.6% | 0.42% | -2.8% |
Q3 2019 | $26,833,000 | -6.0% | 738,977 | -6.3% | 0.43% | -5.9% |
Q2 2019 | $28,552,000 | -0.9% | 788,694 | -2.0% | 0.46% | -3.4% |
Q1 2019 | $28,800,000 | +12.8% | 804,710 | -0.3% | 0.48% | +4.4% |
Q4 2018 | $25,532,000 | -11.8% | 807,238 | +2.8% | 0.46% | +0.7% |
Q3 2018 | $28,957,000 | +27.7% | 785,199 | +24.0% | 0.45% | +20.2% |
Q2 2018 | $22,667,000 | +28.1% | 633,160 | +22.1% | 0.38% | +27.8% |
Q1 2018 | $17,695,000 | -8.3% | 518,598 | -5.2% | 0.30% | -4.2% |
Q4 2017 | $19,304,000 | -1.0% | 547,145 | +180.6% | 0.31% | -6.4% |
Q3 2017 | $19,492,000 | +2.0% | 195,016 | -0.3% | 0.33% | -1.8% |
Q2 2017 | $19,113,000 | +3.8% | 195,536 | +3.6% | 0.34% | +2.1% |
Q1 2017 | $18,415,000 | +21.3% | 188,818 | +17.4% | 0.33% | +18.8% |
Q4 2016 | $15,181,000 | +35.1% | 160,846 | +30.1% | 0.28% | +32.1% |
Q3 2016 | $11,233,000 | +17.5% | 123,593 | +15.7% | 0.21% | -12.6% |
Q2 2016 | $9,563,000 | +71.9% | 106,855 | +65.3% | 0.24% | +75.7% |
Q1 2016 | $5,563,000 | -12.3% | 64,628 | -18.0% | 0.14% | -15.5% |
Q4 2015 | $6,343,000 | +6.5% | 78,781 | +2.7% | 0.16% | +3.2% |
Q3 2015 | $5,957,000 | -4.9% | 76,711 | +1.2% | 0.16% | +3.3% |
Q2 2015 | $6,264,000 | +12.6% | 75,796 | +17.3% | 0.15% | +11.0% |
Q1 2015 | $5,563,000 | +211.1% | 64,628 | +202.7% | 0.14% | +216.3% |
Q4 2014 | $1,788,000 | – | 21,350 | – | 0.04% | – |
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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% |