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 | $512,655 | -2.6% | 12,516 | 0.0% | 0.02% | +10.5% |
| Q2 2023 | $526,298 | -11.0% | 12,516 | -13.3% | 0.02% | -13.6% |
| Q1 2023 | $591,587 | -0.5% | 14,436 | -0.1% | 0.02% | -4.3% |
| Q4 2022 | $594,514 | +9.3% | 14,451 | 0.0% | 0.02% | -4.2% |
| Q3 2022 | $544,000 | -3.4% | 14,451 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $563,000 | -12.3% | 14,451 | 0.0% | 0.02% | +9.1% |
| Q1 2022 | $642,000 | +0.2% | 14,451 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $641,000 | -4.9% | 14,451 | -11.1% | 0.02% | -12.0% |
| Q3 2021 | $674,000 | -1.2% | 16,255 | 0.0% | 0.02% | -16.7% |
| Q2 2021 | $682,000 | +3.8% | 16,255 | 0.0% | 0.03% | -14.3% |
| Q1 2021 | $657,000 | +16.1% | 16,255 | 0.0% | 0.04% | +9.4% |
| Q4 2020 | $566,000 | +8.6% | 16,255 | -9.8% | 0.03% | -3.0% |
| Q3 2020 | $521,000 | +2.2% | 18,012 | 0.0% | 0.03% | -8.3% |
| Q2 2020 | $510,000 | -16.4% | 18,012 | -28.6% | 0.04% | -28.0% |
| Q1 2020 | $610,000 | -70.5% | 25,239 | -53.6% | 0.05% | -63.8% |
| Q4 2019 | $2,069,000 | +4.8% | 54,399 | 0.0% | 0.14% | -2.8% |
| Q3 2019 | $1,975,000 | -5.0% | 54,399 | -5.3% | 0.14% | -6.6% |
| Q2 2019 | $2,079,000 | -1.2% | 57,439 | -2.3% | 0.15% | -1.9% |
| Q1 2019 | $2,104,000 | +13.1% | 58,789 | 0.0% | 0.16% | -8.3% |
| Q4 2018 | $1,860,000 | -3.9% | 58,789 | +12.0% | 0.17% | +10.5% |
| Q3 2018 | $1,936,000 | +3.2% | 52,488 | +0.2% | 0.15% | -2.5% |
| Q2 2018 | $1,876,000 | -3.7% | 52,401 | -8.3% | 0.16% | -4.3% |
| Q1 2018 | $1,949,000 | +2.5% | 57,123 | +6.0% | 0.16% | +7.2% |
| Q4 2017 | $1,901,000 | +8.7% | 53,881 | +207.9% | 0.15% | +2.7% |
| Q3 2017 | $1,749,000 | +176.7% | 17,501 | +171.0% | 0.15% | +166.1% |
| Q2 2017 | $632,000 | +13.3% | 6,459 | +13.0% | 0.06% | +14.3% |
| Q1 2017 | $558,000 | +30.1% | 5,716 | +25.8% | 0.05% | +19.5% |
| Q4 2016 | $429,000 | +166.5% | 4,542 | +156.2% | 0.04% | +173.3% |
| Q3 2016 | $161,000 | – | 1,773 | – | 0.02% | – |
Download | ||||||
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% |