WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 304 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,298,000 | +7.0% | 29,269 | 0.0% | 0.02% | -4.5% |
| Q3 2021 | $1,213,000 | -1.2% | 29,269 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $1,228,000 | +3.8% | 29,269 | 0.0% | 0.02% | -4.3% |
| Q1 2021 | $1,183,000 | +16.1% | 29,269 | 0.0% | 0.02% | +4.5% |
| Q4 2020 | $1,019,000 | +20.4% | 29,269 | 0.0% | 0.02% | +10.0% |
| Q3 2020 | $846,000 | +2.1% | 29,269 | 0.0% | 0.02% | -13.0% |
| Q2 2020 | $829,000 | +17.3% | 29,269 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $707,000 | -36.5% | 29,269 | 0.0% | 0.02% | -20.7% |
| Q4 2019 | $1,113,000 | +4.7% | 29,269 | 0.0% | 0.03% | -3.3% |
| Q3 2019 | $1,063,000 | +0.3% | 29,269 | 0.0% | 0.03% | -3.2% |
| Q2 2019 | $1,060,000 | +1.1% | 29,269 | 0.0% | 0.03% | -3.1% |
| Q1 2019 | $1,048,000 | +13.2% | 29,269 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $926,000 | -31.0% | 29,269 | -19.6% | 0.03% | -23.8% |
| Q3 2018 | $1,343,000 | +9.8% | 36,409 | +6.5% | 0.04% | +5.0% |
| Q2 2018 | $1,223,000 | +4.9% | 34,183 | 0.0% | 0.04% | +2.6% |
| Q1 2018 | $1,166,000 | – | 34,183 | – | 0.04% | – |
Download | ||||||
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% |