WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 348 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Planning & Information Services, Inc. | 909,035 | $25,762,000 | 10.81% |
INSPIRION WEALTH ADVISORS, LLC | 648,063 | $18,366,000 | 7.21% |
SVA Wealth Management, LLC | 2,062,295 | $58,445,000 | 6.24% |
Linscomb Wealth, Inc. | 2,377,334 | $67,374,000 | 4.93% |
Private Wealth Strategies, L.L.C. | 360,619 | $10,220,000 | 4.53% |
IAG Wealth Partners, LLC | 303,526 | $8,602,000 | 4.17% |
Financial Insights, Inc. | 109,536 | $4,325,000 | 3.84% |
Paracle Advisors, LLC | 518,773 | $14,702,000 | 3.43% |
CAPITAL WEALTH MANAGEMENT, LLC | 79,809 | $2,262,000 | 2.41% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 115,732 | $3,280,000 | 2.24% |