WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 130 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $779,510 | -13.6% | 19,031 | -11.3% | 0.08% | -8.3% |
| Q2 2023 | $902,267 | -14.9% | 21,457 | -17.1% | 0.08% | -12.5% |
| Q1 2023 | $1,060,194 | -5.9% | 25,871 | -5.5% | 0.10% | -7.7% |
| Q4 2022 | $1,126,619 | +5.8% | 27,385 | -3.1% | 0.10% | +2.0% |
| Q3 2022 | $1,065,000 | -3.4% | 28,265 | 0.0% | 0.10% | +3.0% |
| Q2 2022 | $1,102,000 | -25.8% | 28,265 | -15.5% | 0.10% | -16.1% |
| Q1 2022 | $1,485,000 | -8.4% | 33,434 | -8.5% | 0.12% | -4.8% |
| Q4 2021 | $1,621,000 | +6.0% | 36,545 | -0.9% | 0.12% | +0.8% |
| Q3 2021 | $1,529,000 | -1.2% | 36,876 | -0.0% | 0.12% | 0.0% |
| Q2 2021 | $1,547,000 | +5.0% | 36,882 | +1.2% | 0.12% | 0.0% |
| Q1 2021 | $1,474,000 | +11.8% | 36,459 | -3.7% | 0.12% | +2.5% |
| Q4 2020 | $1,318,000 | +20.4% | 37,849 | +0.0% | 0.12% | +10.1% |
| Q3 2020 | $1,095,000 | +0.8% | 37,847 | -1.3% | 0.11% | -2.7% |
| Q2 2020 | $1,086,000 | +10.9% | 38,332 | -5.4% | 0.11% | -4.3% |
| Q1 2020 | $979,000 | -37.6% | 40,516 | -1.7% | 0.12% | -20.9% |
| Q4 2019 | $1,568,000 | +4.7% | 41,216 | 0.0% | 0.15% | +0.7% |
| Q3 2019 | $1,497,000 | +0.7% | 41,216 | +0.3% | 0.15% | 0.0% |
| Q2 2019 | $1,487,000 | +29.4% | 41,091 | +28.0% | 0.15% | +25.6% |
| Q1 2019 | $1,149,000 | +27.2% | 32,106 | +12.5% | 0.12% | +13.6% |
| Q4 2018 | $903,000 | -14.2% | 28,546 | 0.0% | 0.10% | -1.9% |
| Q3 2018 | $1,053,000 | +2.5% | 28,546 | -0.5% | 0.10% | -13.2% |
| Q2 2018 | $1,027,000 | +4.9% | 28,681 | 0.0% | 0.12% | +14.2% |
| Q1 2018 | $979,000 | -5.9% | 28,681 | -2.7% | 0.11% | -7.0% |
| Q4 2017 | $1,040,000 | -3.9% | 29,481 | +172.3% | 0.11% | -8.1% |
| Q3 2017 | $1,082,000 | -3.2% | 10,827 | -5.3% | 0.12% | -4.6% |
| Q2 2017 | $1,118,000 | -3.5% | 11,437 | -3.7% | 0.13% | -7.1% |
| Q1 2017 | $1,158,000 | +17.9% | 11,877 | +14.2% | 0.14% | +7.7% |
| Q4 2016 | $982,000 | +4.0% | 10,402 | +0.1% | 0.13% | +12.1% |
| Q3 2016 | $944,000 | +8.9% | 10,392 | +7.2% | 0.12% | +3.6% |
| Q2 2016 | $867,000 | +9.3% | 9,692 | +5.2% | 0.11% | +3.7% |
| Q1 2016 | $793,000 | +23.3% | 9,212 | +15.4% | 0.11% | +22.7% |
| Q4 2015 | $643,000 | +3.7% | 7,982 | 0.0% | 0.09% | +1.1% |
| Q3 2015 | $620,000 | -6.1% | 7,982 | 0.0% | 0.09% | -1.1% |
| Q2 2015 | $660,000 | -3.9% | 7,982 | 0.0% | 0.09% | -3.3% |
| Q1 2015 | $687,000 | +21.6% | 7,982 | +18.2% | 0.09% | +18.2% |
| Q4 2014 | $565,000 | -4.6% | 6,752 | -10.6% | 0.08% | -8.3% |
| Q3 2014 | $592,000 | -14.3% | 7,552 | -10.7% | 0.08% | +7.7% |
| Q2 2014 | $691,000 | +2.1% | 8,460 | -3.8% | 0.08% | 0.0% |
| Q1 2014 | $677,000 | +3.2% | 8,790 | 0.0% | 0.08% | +1.3% |
| Q4 2013 | $656,000 | +7.4% | 8,790 | 0.0% | 0.08% | +1.3% |
| Q3 2013 | $611,000 | -8.8% | 8,790 | -14.1% | 0.08% | -12.6% |
| Q2 2013 | $670,000 | – | 10,230 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Riverview Trust Co | 547,820 | $20,840,000 | 14.02% |
| Financial Planning & Information Services, Inc. | 717,885 | $27,308,000 | 10.86% |
| INSPIRION WEALTH ADVISORS, LLC | 612,570 | $23,302,000 | 7.87% |
| Johanson Financial Advisors, Inc. | 5,517,541 | $145,046,000 | 6.89% |
| IAG Wealth Partners, LLC | 270,208 | $10,279,000 | 6.71% |
| SVA Wealth Management, LLC | 1,876,771 | $71,392,000 | 6.54% |
| Linscomb Wealth, Inc. | 2,082,123 | $79,204,000 | 5.17% |
| Financial Insights, Inc. | 154,120 | $5,863,000 | 5.14% |
| Private Wealth Strategies, L.L.C. | 332,983 | $12,667,000 | 5.05% |
| Apexium Financial, LP | 95,631 | $3,638,000 | 4.70% |