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 | $1,295,010 | -8.6% | 31,616 | -6.2% | 0.02% | -4.0% |
Q2 2023 | $1,416,572 | -3.3% | 33,688 | -5.7% | 0.02% | -16.7% |
Q1 2023 | $1,464,298 | -5.2% | 35,732 | -4.8% | 0.03% | -11.8% |
Q4 2022 | $1,544,558 | +9.1% | 37,544 | -0.2% | 0.03% | +3.0% |
Q3 2022 | $1,416,000 | -23.3% | 37,603 | -20.7% | 0.03% | -17.5% |
Q2 2022 | $1,847,000 | -20.6% | 47,391 | -9.5% | 0.04% | -2.4% |
Q1 2022 | $2,326,000 | -3.6% | 52,371 | -3.8% | 0.04% | -2.4% |
Q4 2021 | $2,414,000 | +3.9% | 54,421 | -2.9% | 0.04% | -2.3% |
Q3 2021 | $2,323,000 | +3.3% | 56,040 | +4.6% | 0.04% | +4.9% |
Q2 2021 | $2,249,000 | +2.8% | 53,601 | -1.0% | 0.04% | -2.4% |
Q1 2021 | $2,188,000 | +13.3% | 54,121 | -2.4% | 0.04% | +7.7% |
Q4 2020 | $1,931,000 | +14.8% | 55,466 | -4.6% | 0.04% | -2.5% |
Q3 2020 | $1,682,000 | -0.3% | 58,150 | -2.3% | 0.04% | -4.8% |
Q2 2020 | $1,687,000 | +55.5% | 59,536 | +32.5% | 0.04% | +27.3% |
Q1 2020 | $1,085,000 | -22.3% | 44,917 | +22.3% | 0.03% | +6.5% |
Q4 2019 | $1,397,000 | +10.8% | 36,714 | +5.8% | 0.03% | +3.3% |
Q3 2019 | $1,261,000 | +3.3% | 34,717 | +2.9% | 0.03% | +3.4% |
Q2 2019 | $1,221,000 | +11.5% | 33,739 | +10.3% | 0.03% | +16.0% |
Q1 2019 | $1,095,000 | +39.5% | 30,588 | +23.3% | 0.02% | +25.0% |
Q4 2018 | $785,000 | -27.1% | 24,817 | -15.0% | 0.02% | -9.1% |
Q3 2018 | $1,077,000 | +12.0% | 29,193 | +8.6% | 0.02% | +10.0% |
Q2 2018 | $962,000 | +10.8% | 26,878 | +5.6% | 0.02% | +17.6% |
Q1 2018 | $868,000 | +3.1% | 25,450 | +6.6% | 0.02% | +6.2% |
Q4 2017 | $842,000 | +17.4% | 23,868 | +232.7% | 0.02% | +23.1% |
Q3 2017 | $717,000 | +33.3% | 7,175 | +30.4% | 0.01% | +30.0% |
Q2 2017 | $538,000 | +101.5% | 5,504 | +101.2% | 0.01% | +100.0% |
Q1 2017 | $267,000 | – | 2,735 | – | 0.01% | – |
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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% |