WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 260 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $598,999 | -2.6% | 14,624 | 0.0% | 0.06% | +3.6% |
Q2 2023 | $614,939 | +1.7% | 14,624 | -0.8% | 0.06% | -1.8% |
Q1 2023 | $604,414 | -7.3% | 14,749 | -6.9% | 0.06% | -6.7% |
Q4 2022 | $652,028 | -20.6% | 15,849 | -27.3% | 0.06% | -26.8% |
Q3 2022 | $821,000 | -3.6% | 21,796 | -0.2% | 0.08% | +2.5% |
Q2 2022 | $852,000 | +13.9% | 21,846 | +29.7% | 0.08% | +35.6% |
Q1 2022 | $748,000 | +4.3% | 16,846 | +4.2% | 0.06% | +5.4% |
Q4 2021 | $717,000 | +4.4% | 16,171 | -2.5% | 0.06% | -3.4% |
Q3 2021 | $687,000 | -1.3% | 16,581 | 0.0% | 0.06% | -3.3% |
Q2 2021 | $696,000 | +3.9% | 16,581 | 0.0% | 0.06% | -4.8% |
Q1 2021 | $670,000 | +13.4% | 16,581 | -2.4% | 0.06% | +8.6% |
Q4 2020 | $591,000 | +15.2% | 16,981 | -4.3% | 0.06% | +7.4% |
Q3 2020 | $513,000 | +2.0% | 17,746 | 0.0% | 0.05% | -12.9% |
Q2 2020 | $503,000 | +17.2% | 17,746 | 0.0% | 0.06% | -3.1% |
Q1 2020 | $429,000 | -36.4% | 17,746 | 0.0% | 0.06% | -17.9% |
Q4 2019 | $675,000 | +4.8% | 17,746 | 0.0% | 0.08% | -3.7% |
Q3 2019 | $644,000 | +0.3% | 17,746 | 0.0% | 0.08% | +9.5% |
Q2 2019 | $642,000 | +1.1% | 17,746 | 0.0% | 0.07% | +13.8% |
Q1 2019 | $635,000 | +13.2% | 17,746 | 0.0% | 0.06% | 0.0% |
Q4 2018 | $561,000 | -14.2% | 17,746 | 0.0% | 0.06% | -3.0% |
Q3 2018 | $654,000 | +3.0% | 17,746 | 0.0% | 0.07% | -5.6% |
Q2 2018 | $635,000 | -0.5% | 17,746 | -5.0% | 0.07% | -2.7% |
Q1 2018 | $638,000 | -11.4% | 18,686 | -8.4% | 0.07% | -6.4% |
Q4 2017 | $720,000 | +4.8% | 20,400 | +196.7% | 0.08% | +1.3% |
Q3 2017 | $687,000 | +3.3% | 6,876 | +1.1% | 0.08% | -10.5% |
Q2 2017 | $665,000 | -1.2% | 6,800 | -1.5% | 0.09% | -2.3% |
Q1 2017 | $673,000 | +1.1% | 6,902 | -2.2% | 0.09% | -8.3% |
Q4 2016 | $666,000 | +3.9% | 7,054 | 0.0% | 0.10% | -2.0% |
Q3 2016 | $641,000 | +1.6% | 7,054 | 0.0% | 0.10% | +3.2% |
Q2 2016 | $631,000 | +4.0% | 7,054 | 0.0% | 0.10% | +1.1% |
Q1 2016 | $607,000 | +6.9% | 7,054 | 0.0% | 0.09% | +5.6% |
Q4 2015 | $568,000 | -7.0% | 7,054 | -10.4% | 0.09% | -4.3% |
Q3 2015 | $611,000 | -6.0% | 7,869 | 0.0% | 0.09% | +3.3% |
Q2 2015 | $650,000 | -11.1% | 7,869 | -7.3% | 0.09% | -13.5% |
Q1 2015 | $731,000 | -1.2% | 8,490 | -4.0% | 0.10% | -10.3% |
Q4 2014 | $740,000 | +8.8% | 8,842 | +1.7% | 0.12% | +11.5% |
Q3 2014 | $680,000 | +8.8% | 8,690 | +13.5% | 0.10% | +1.0% |
Q2 2014 | $625,000 | +5.9% | 7,655 | 0.0% | 0.10% | +8.4% |
Q1 2014 | $590,000 | -1.3% | 7,655 | -4.4% | 0.10% | -4.0% |
Q4 2013 | $598,000 | +7.7% | 8,009 | +0.4% | 0.10% | -3.9% |
Q3 2013 | $555,000 | +10.3% | 7,979 | +3.9% | 0.10% | -3.7% |
Q2 2013 | $503,000 | – | 7,679 | – | 0.11% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Noven Financial Group, Inc. | 208,021 | $18,618,000 | 12.53% |
NewFocus Financial Group, LLC | 106,024 | $9,489,000 | 7.01% |
TMD & ASSOCIATES, INC | 82,365 | $7,372,000 | 6.52% |
Linscomb Wealth, Inc. | 683,101 | $61,138,000 | 6.16% |
Live Your Vision, LLC | 97,483 | $8,725,000 | 3.98% |
INSPIRION WEALTH ADVISORS, LLC | 62,439 | $5,588,000 | 3.65% |
Cardan Capital Partners, LLC | 149,076 | $13,342,000 | 3.28% |
New England Investment & Retirement Group, Inc. | 61,567 | $5,510,000 | 3.26% |
Jacobus Wealth Management, Inc. | 115,848 | $10,368,000 | 3.16% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 36,620 | $3,278,000 | 3.00% |