WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 214 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $736,674 | -21.4% | 15,751 | -18.1% | 0.06% | -22.4% |
Q1 2024 | $937,408 | +8.3% | 19,221 | +1.4% | 0.08% | -3.8% |
Q4 2023 | $865,734 | +11.1% | 18,948 | -0.4% | 0.08% | +2.6% |
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 ↓ |
---|---|---|---|
Noven Financial Group, Inc. | 651,009 | $24,009,000 | 11.99% |
RELIANCE TRUST CO | 13,146 | $485,000 | 9.59% |
INSPIRION WEALTH ADVISORS, LLC | 560,077 | $20,656,000 | 8.76% |
TMD & ASSOCIATES, INC | 212,624 | $7,842,000 | 5.59% |
Linscomb Wealth, Inc. | 1,763,979 | $65,056,000 | 5.34% |
SVA Wealth Management, LLC | 1,077,220 | $39,728,000 | 4.04% |
Certified Advisory Corp | 211,039 | $7,783,000 | 3.60% |
Financial Planning & Information Services, Inc. | 239,595 | $8,836,000 | 3.42% |
CAPITAL WEALTH MANAGEMENT, LLC | 93,567 | $3,451,000 | 3.02% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 103,555 | $3,819,000 | 2.95% |