WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 156 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $652,780 | -2.2% | 15,937 | +0.4% | 0.01% | 0.0% |
| Q2 2023 | $667,460 | +2.3% | 15,873 | -0.3% | 0.01% | -7.1% |
| Q1 2023 | $652,566 | -7.6% | 15,924 | -7.2% | 0.01% | -12.5% |
| Q4 2022 | $706,292 | +22.4% | 17,168 | +12.1% | 0.02% | +23.1% |
| Q3 2022 | $577,000 | -0.9% | 15,313 | +2.6% | 0.01% | 0.0% |
| Q2 2022 | $582,000 | -7.3% | 14,919 | +5.5% | 0.01% | +18.2% |
| Q1 2022 | $628,000 | -4.6% | 14,145 | -4.7% | 0.01% | -8.3% |
| Q4 2021 | $658,000 | +6.3% | 14,838 | -0.7% | 0.01% | 0.0% |
| Q3 2021 | $619,000 | -4.6% | 14,939 | -3.4% | 0.01% | 0.0% |
| Q2 2021 | $649,000 | +4.3% | 15,464 | +0.5% | 0.01% | 0.0% |
| Q1 2021 | $622,000 | +18.0% | 15,387 | +1.6% | 0.01% | +9.1% |
| Q4 2020 | $527,000 | -5.0% | 15,144 | -21.1% | 0.01% | -21.4% |
| Q3 2020 | $555,000 | -20.1% | 19,191 | -21.7% | 0.01% | -22.2% |
| Q2 2020 | $695,000 | +16.6% | 24,517 | -0.6% | 0.02% | 0.0% |
| Q1 2020 | $596,000 | -31.6% | 24,653 | +7.7% | 0.02% | -18.2% |
| Q4 2019 | $871,000 | +53.1% | 22,898 | +46.0% | 0.02% | +37.5% |
| Q3 2019 | $569,000 | +74.5% | 15,679 | +73.8% | 0.02% | +77.8% |
| Q2 2019 | $326,000 | -0.3% | 9,019 | -1.2% | 0.01% | 0.0% |
| Q1 2019 | $327,000 | -12.6% | 9,132 | -22.8% | 0.01% | -25.0% |
| Q4 2018 | $374,000 | -14.2% | 11,823 | +0.0% | 0.01% | +9.1% |
| Q3 2018 | $436,000 | +2.3% | 11,821 | -0.7% | 0.01% | -8.3% |
| Q2 2018 | $426,000 | +4.4% | 11,905 | -0.4% | 0.01% | +20.0% |
| Q1 2018 | $408,000 | -12.6% | 11,958 | -9.6% | 0.01% | -16.7% |
| Q4 2017 | $467,000 | +9.1% | 13,231 | +208.8% | 0.01% | +9.1% |
| Q3 2017 | $428,000 | +36.3% | 4,285 | +33.3% | 0.01% | +22.2% |
| Q2 2017 | $314,000 | -22.7% | 3,214 | -22.8% | 0.01% | -18.2% |
| Q1 2017 | $406,000 | -23.3% | 4,165 | -36.7% | 0.01% | -31.2% |
| Q4 2015 | $529,000 | -2.8% | 6,576 | -6.1% | 0.02% | -5.9% |
| Q3 2015 | $544,000 | -1.1% | 7,001 | +5.2% | 0.02% | +13.3% |
| Q2 2015 | $550,000 | -6.1% | 6,654 | -2.2% | 0.02% | -6.2% |
| Q1 2015 | $586,000 | +15.6% | 6,805 | +12.4% | 0.02% | +6.7% |
| Q4 2014 | $507,000 | +4.5% | 6,054 | -2.3% | 0.02% | +7.1% |
| Q3 2014 | $485,000 | -6.6% | 6,197 | -2.6% | 0.01% | -12.5% |
| Q2 2014 | $519,000 | +18.0% | 6,360 | +11.3% | 0.02% | +23.1% |
| Q1 2014 | $440,000 | -31.4% | 5,715 | -33.4% | 0.01% | -38.1% |
| Q4 2013 | $641,000 | – | 8,586 | – | 0.02% | – |
Download | ||||||
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% |