WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 209 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,323,699 | +99921.0% | 81,145 | +2.7% | 0.07% | -1.5% |
| Q2 2023 | $3,323 | -2.8% | 79,015 | -5.2% | 0.07% | -9.5% |
| Q1 2023 | $3,417 | -1.1% | 83,380 | -0.7% | 0.07% | -3.9% |
| Q4 2022 | $3,455 | -99.9% | 83,971 | -2.2% | 0.08% | -3.8% |
| Q3 2022 | $3,233,000 | -3.7% | 85,820 | -0.4% | 0.08% | +1.3% |
| Q2 2022 | $3,358,000 | -12.7% | 86,138 | -0.6% | 0.08% | -1.2% |
| Q1 2022 | $3,848,000 | +1.7% | 86,626 | +1.6% | 0.08% | +2.6% |
| Q4 2021 | $3,784,000 | -8.1% | 85,303 | -14.1% | 0.08% | -11.4% |
| Q3 2021 | $4,116,000 | -3.0% | 99,299 | -1.9% | 0.09% | -4.3% |
| Q2 2021 | $4,245,000 | -0.6% | 101,187 | -4.2% | 0.09% | -7.1% |
| Q1 2021 | $4,270,000 | -21.2% | 105,636 | -32.2% | 0.10% | -27.2% |
| Q4 2020 | $5,422,000 | +26.5% | 155,761 | +5.1% | 0.14% | +7.9% |
| Q3 2020 | $4,287,000 | +7.8% | 148,230 | +5.7% | 0.13% | -0.8% |
| Q2 2020 | $3,975,000 | -3.5% | 140,272 | -17.7% | 0.13% | -30.2% |
| Q1 2020 | $4,119,000 | -35.0% | 170,506 | +2.4% | 0.18% | -19.5% |
| Q4 2019 | $6,334,000 | +5.3% | 166,504 | +0.5% | 0.23% | -4.2% |
| Q3 2019 | $6,017,000 | +12.3% | 165,712 | +12.0% | 0.24% | +8.3% |
| Q2 2019 | $5,358,000 | +9.5% | 148,009 | +8.2% | 0.22% | +4.8% |
| Q1 2019 | $4,895,000 | -3.9% | 136,768 | -15.1% | 0.21% | -17.1% |
| Q4 2018 | $5,093,000 | -16.4% | 161,031 | -2.5% | 0.25% | -6.0% |
| Q3 2018 | $6,090,000 | +4.2% | 165,142 | -89.9% | 0.27% | -1.1% |
| Q2 2018 | $5,847,000 | -0.7% | 1,633,200 | +846.8% | 0.27% | -3.6% |
| Q1 2018 | $5,886,000 | -5.3% | 172,499 | -2.1% | 0.28% | -1.8% |
| Q4 2017 | $6,215,000 | +6.5% | 176,175 | +201.6% | 0.28% | +0.4% |
| Q3 2017 | $5,837,000 | +10.0% | 58,414 | +7.6% | 0.28% | +7.6% |
| Q2 2017 | $5,305,000 | -0.5% | 54,286 | -0.7% | 0.26% | -2.9% |
| Q1 2017 | $5,329,000 | -11.6% | 54,642 | -14.4% | 0.27% | -15.3% |
| Q4 2016 | $6,026,000 | +20.7% | 63,851 | +14.5% | 0.32% | +7.7% |
| Q2 2016 | $4,992,000 | +39.2% | 55,776 | +33.9% | 0.30% | +33.6% |
| Q1 2016 | $3,586,000 | +4.0% | 41,642 | -2.8% | 0.22% | +0.5% |
| Q4 2015 | $3,448,000 | -7.9% | 42,833 | -11.1% | 0.22% | -13.6% |
| Q3 2015 | $3,742,000 | -5.4% | 48,180 | +0.7% | 0.26% | +2.0% |
| Q2 2015 | $3,956,000 | -4.7% | 47,868 | -0.7% | 0.25% | -2.3% |
| Q1 2015 | $4,150,000 | +33.7% | 48,206 | +30.1% | 0.26% | +31.0% |
| Q4 2014 | $3,103,000 | +12.3% | 37,055 | +5.0% | 0.20% | +1.5% |
| Q3 2014 | $2,762,000 | +2.9% | 35,284 | +7.4% | 0.19% | +3.7% |
| Q2 2014 | $2,683,000 | +23.9% | 32,851 | +16.9% | 0.19% | +19.9% |
| Q1 2014 | $2,166,000 | +14.8% | 28,108 | +11.1% | 0.16% | +10.6% |
| Q4 2013 | $1,887,000 | +17.1% | 25,289 | +9.0% | 0.14% | +6.0% |
| Q3 2013 | $1,612,000 | +25.6% | 23,193 | +18.5% | 0.13% | +24.3% |
| Q2 2013 | $1,283,000 | – | 19,574 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Melone Private Wealth, LLC | 314,888 | $12,897,820 | 9.22% |
| Financial Planning & Information Services, Inc. | 1,101,183 | $45,104,439 | 8.40% |
| Coulter & Justus Financial Services, LLC | 218,411 | $8,946,112 | 6.51% |
| INVENIO WEALTH PARTNERS LLC | 155,109 | $6,353,265 | 5.78% |
| IAG Wealth Partners, LLC | 489,615 | $20,054,653 | 5.59% |
| Linscomb Wealth, Inc. | 1,994,714 | $81,703,473 | 4.78% |
| Team Financial Group, LLC | 104,962 | $4,299,253 | 3.55% |
| Marion Wealth Management | 238,136 | $9,754,064 | 3.44% |
| Private Wealth Strategies, L.L.C. | 260,518 | $10,670,804 | 2.66% |
| Soltis Investment Advisors LLC | 440,067 | $18,025,147 | 2.32% |