WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 308 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $328,612 | -10.2% | 7,815 | -12.4% | 0.04% | -32.7% |
| Q1 2023 | $365,762 | -65.0% | 8,925 | -66.7% | 0.06% | -80.5% |
| Q2 2022 | $1,046,000 | -12.1% | 26,842 | +0.2% | 0.28% | +48.4% |
| Q1 2022 | $1,190,000 | -22.7% | 26,792 | -27.9% | 0.19% | -33.3% |
| Q3 2021 | $1,540,000 | -11.0% | 37,150 | -9.9% | 0.28% | -18.1% |
| Q2 2021 | $1,730,000 | -56.9% | 41,240 | -58.4% | 0.35% | -69.4% |
| Q1 2021 | $4,011,000 | +10.2% | 99,223 | -5.1% | 1.14% | -3.0% |
| Q4 2020 | $3,639,000 | -28.2% | 104,539 | -41.5% | 1.17% | -44.0% |
| Q3 2020 | $5,067,000 | – | 178,796 | – | 2.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Riverview Trust Co | 518,102 | $18,812,000 | 13.10% |
| Financial Planning & Information Services, Inc. | 703,027 | $25,527,000 | 10.81% |
| INSPIRION WEALTH ADVISORS, LLC | 610,291 | $22,160,000 | 9.71% |
| SVA Wealth Management, LLC | 1,843,626 | $66,942,000 | 6.57% |
| Linscomb Wealth, Inc. | 2,065,992 | $75,016,000 | 6.03% |
| Financial Insights, Inc. | 155,917 | $5,661,000 | 5.42% |
| Connecticut Wealth Management, LLC | 842,649 | $30,597,000 | 3.77% |
| HBW ADVISORY SERVICES LLC | 111,254 | $3,891,000 | 3.72% |
| CAPITAL WEALTH MANAGEMENT, LLC | 95,699 | $3,475,000 | 3.71% |
| Paracle Advisors, LLC | 403,329 | $14,644,000 | 3.55% |