WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 99 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $13,523 | -36.2% | 330 | -35.9% | 0.00% | – |
| Q4 2022 | $21,188 | +11.5% | 515 | 0.0% | 0.00% | – |
| Q3 2022 | $19,000 | -5.0% | 515 | 0.0% | 0.00% | – |
| Q2 2022 | $20,000 | -13.0% | 515 | 0.0% | 0.00% | – |
| Q1 2022 | $23,000 | 0.0% | 515 | 0.0% | 0.00% | – |
| Q4 2021 | $23,000 | +4.5% | 515 | 0.0% | 0.00% | – |
| Q3 2021 | $22,000 | 0.0% | 515 | 0.0% | 0.00% | – |
| Q2 2021 | $22,000 | +4.8% | 515 | 0.0% | 0.00% | – |
| Q1 2021 | $21,000 | +16.7% | 515 | 0.0% | 0.00% | – |
| Q4 2020 | $18,000 | +20.0% | 515 | 0.0% | 0.00% | – |
| Q3 2020 | $15,000 | -55.9% | 515 | -56.7% | 0.00% | – |
| Q2 2020 | $34,000 | -35.8% | 1,189 | -46.0% | 0.00% | – |
| Q1 2020 | $53,000 | -25.4% | 2,200 | +17.3% | 0.00% | – |
| Q4 2019 | $71,000 | +129.0% | 1,875 | +114.3% | 0.00% | – |
| Q3 2019 | $31,000 | -20.5% | 875 | -20.7% | 0.00% | – |
| Q2 2019 | $39,000 | -81.9% | 1,103 | -57.4% | 0.00% | – |
| Q4 2014 | $216,000 | -43.5% | 2,587 | -47.1% | 0.00% | – |
| Q3 2014 | $382,000 | -10.5% | 4,886 | -6.6% | 0.00% | – |
| Q2 2014 | $427,000 | +22.0% | 5,234 | +15.2% | 0.00% | – |
| Q1 2014 | $350,000 | -54.7% | 4,542 | -56.2% | 0.00% | -100.0% |
| Q4 2013 | $773,000 | -75.1% | 10,372 | -76.7% | 0.00% | -50.0% |
| Q3 2013 | $3,100,000 | – | 44,596 | – | 0.00% | – |
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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% |