WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 309 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,546,657 | +15.7% | 526,041 | +18.7% | 0.70% | +19.3% |
| Q2 2023 | $18,628,585 | -9.0% | 443,010 | -11.4% | 0.59% | -14.2% |
| Q1 2023 | $20,481,604 | -9.9% | 499,795 | -9.5% | 0.69% | -17.3% |
| Q4 2022 | $22,725,655 | -60.3% | 552,398 | -62.4% | 0.83% | -28.6% |
| Q2 2022 | $57,296,000 | +68.5% | 1,469,858 | +92.0% | 1.16% | -0.6% |
| Q1 2022 | $34,007,000 | +24.9% | 765,579 | +24.7% | 1.17% | +37.1% |
| Q4 2021 | $27,229,000 | +9.4% | 613,821 | +2.2% | 0.86% | -29.1% |
| Q3 2021 | $24,893,000 | +0.0% | 600,547 | +1.2% | 1.21% | +20.4% |
| Q2 2021 | $24,886,000 | – | 593,243 | – | 1.00% | – |
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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% |