WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 305 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $254,000 | -11.2% | 6,745 | -8.2% | 0.04% | -5.0% |
| Q2 2022 | $286,000 | -3.4% | 7,344 | +10.3% | 0.04% | +11.1% |
| Q1 2022 | $296,000 | +0.3% | 6,661 | 0.0% | 0.04% | +9.1% |
| Q4 2021 | $295,000 | +3.5% | 6,661 | -3.1% | 0.03% | -5.7% |
| Q3 2021 | $285,000 | +2.5% | 6,871 | +3.8% | 0.04% | +2.9% |
| Q2 2021 | $278,000 | +1.5% | 6,621 | -2.4% | 0.03% | -2.9% |
| Q1 2021 | $274,000 | +21.8% | 6,783 | +4.8% | 0.04% | +16.7% |
| Q4 2020 | $225,000 | +25.7% | 6,474 | +4.8% | 0.03% | +15.4% |
| Q3 2020 | $179,000 | -54.2% | 6,179 | -55.2% | 0.03% | -58.1% |
| Q2 2020 | $391,000 | +30.3% | 13,792 | +11.2% | 0.06% | +8.8% |
| Q1 2020 | $300,000 | -19.8% | 12,402 | +26.3% | 0.06% | 0.0% |
| Q4 2019 | $374,000 | +4.2% | 9,822 | -0.6% | 0.06% | +9.6% |
| Q3 2019 | $359,000 | +15.4% | 9,881 | +15.1% | 0.05% | +10.6% |
| Q2 2019 | $311,000 | +16.5% | 8,584 | +14.9% | 0.05% | +14.6% |
| Q1 2019 | $267,000 | +18.1% | 7,469 | +4.6% | 0.04% | +7.9% |
| Q4 2018 | $226,000 | -7.8% | 7,140 | +7.4% | 0.04% | +5.6% |
| Q3 2018 | $245,000 | +2.9% | 6,648 | 0.0% | 0.04% | -2.7% |
| Q2 2018 | $238,000 | +8.2% | 6,648 | +3.2% | 0.04% | -2.6% |
| Q1 2018 | $220,000 | +35.8% | 6,443 | +40.0% | 0.04% | +46.2% |
| Q4 2017 | $162,000 | – | 4,601 | – | 0.03% | – |
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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% |