WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 270 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $249,000 | +22.1% | 8,620 | +2.2% | 0.00% | 0.0% |
| Q1 2020 | $204,000 | -44.3% | 8,431 | -12.4% | 0.00% | 0.0% |
| Q4 2019 | $366,000 | +5.5% | 9,620 | +0.6% | 0.00% | 0.0% |
| Q3 2019 | $347,000 | +9.8% | 9,560 | +9.7% | 0.00% | 0.0% |
| Q2 2019 | $316,000 | +1.9% | 8,716 | +0.5% | 0.00% | 0.0% |
| Q1 2019 | $310,000 | +19.2% | 8,673 | +5.4% | 0.00% | 0.0% |
| Q4 2018 | $260,000 | -10.7% | 8,230 | +4.4% | 0.00% | 0.0% |
| Q3 2018 | $291,000 | +3.6% | 7,886 | +0.4% | 0.00% | 0.0% |
| Q2 2018 | $281,000 | +5.2% | 7,852 | +0.4% | 0.00% | 0.0% |
| Q1 2018 | $267,000 | -5.0% | 7,822 | -1.7% | 0.00% | 0.0% |
| Q4 2017 | $281,000 | +6.4% | 7,958 | +201.3% | 0.00% | 0.0% |
| Q3 2017 | $264,000 | – | 2,641 | – | 0.00% | – |
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% |