WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 286 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $408,000 | -42.5% | 10,084 | -50.6% | 0.06% | -47.2% |
| Q4 2020 | $710,000 | -5.6% | 20,405 | -21.6% | 0.11% | -19.1% |
| Q3 2020 | $752,000 | -63.3% | 26,012 | -64.0% | 0.13% | -64.7% |
| Q2 2020 | $2,050,000 | -11.6% | 72,332 | -24.7% | 0.37% | -26.2% |
| Q1 2020 | $2,320,000 | -41.3% | 96,027 | -7.5% | 0.50% | -26.5% |
| Q4 2019 | $3,949,000 | -10.3% | 103,803 | -14.4% | 0.68% | -15.0% |
| Q3 2019 | $4,401,000 | +0.9% | 121,196 | +0.6% | 0.80% | +10.4% |
| Q2 2019 | $4,363,000 | +56.8% | 120,521 | +55.0% | 0.73% | +45.5% |
| Q1 2019 | $2,783,000 | +5.9% | 77,764 | -6.4% | 0.50% | -8.2% |
| Q4 2018 | $2,627,000 | +124.0% | 83,048 | +161.1% | 0.55% | +121.1% |
| Q3 2018 | $1,173,000 | +19.7% | 31,809 | +16.2% | 0.25% | +8.8% |
| Q2 2018 | $980,000 | +172.2% | 27,365 | +159.1% | 0.23% | +173.5% |
| Q1 2018 | $360,000 | – | 10,562 | – | 0.08% | – |
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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% |