WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 137 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $499,349 | -8.0% | 10,477 | -5.8% | 0.04% | -26.0% |
| Q1 2024 | $542,678 | +10.8% | 11,127 | +3.8% | 0.05% | -2.0% |
| Q4 2023 | $489,655 | +11.7% | 10,716 | +0.2% | 0.05% | 0.0% |
| Q3 2023 | $438,249 | -10.0% | 10,699 | -7.7% | 0.05% | -7.3% |
| Q2 2023 | $487,205 | -5.8% | 11,586 | -8.2% | 0.06% | +1.9% |
| Q1 2023 | $516,973 | +93216.4% | 12,615 | -6.4% | 0.05% | -8.5% |
| Q4 2022 | $554 | -99.9% | 13,479 | -1.1% | 0.06% | -3.3% |
| Q3 2022 | $513,000 | -4.8% | 13,624 | -1.5% | 0.06% | +1.7% |
| Q2 2022 | $539,000 | -39.4% | 13,838 | -30.9% | 0.06% | +39.5% |
| Q1 2022 | $889,000 | +223.3% | 20,029 | +223.0% | 0.04% | +59.3% |
| Q4 2021 | $275,000 | +7.0% | 6,200 | 0.0% | 0.03% | -6.9% |
| Q3 2021 | $257,000 | -1.2% | 6,200 | 0.0% | 0.03% | -23.7% |
| Q2 2021 | $260,000 | -25.3% | 6,200 | -39.2% | 0.04% | -44.1% |
| Q1 2018 | $348,000 | +4.8% | 10,200 | +200.0% | 0.07% | -2.9% |
| Q2 2017 | $332,000 | 0.0% | 3,400 | 0.0% | 0.07% | -7.9% |
| Q1 2017 | $332,000 | +3.4% | 3,400 | 0.0% | 0.08% | +10.1% |
| Q4 2016 | $321,000 | +3.5% | 3,400 | -0.3% | 0.07% | -6.8% |
| Q3 2016 | $310,000 | +0.3% | 3,410 | -1.3% | 0.07% | -1.3% |
| Q2 2016 | $309,000 | +5.5% | 3,455 | +1.6% | 0.08% | +2.7% |
| Q1 2016 | $293,000 | -15.3% | 3,400 | -20.9% | 0.07% | -12.0% |
| Q4 2015 | $346,000 | +22.3% | 4,300 | +17.8% | 0.08% | +12.2% |
| Q3 2015 | $283,000 | +0.7% | 3,649 | +7.3% | 0.07% | +2.8% |
| Q2 2015 | $281,000 | -24.1% | 3,400 | -20.9% | 0.07% | -24.2% |
| Q1 2015 | $370,000 | -14.2% | 4,300 | -16.5% | 0.10% | -15.2% |
| Q4 2014 | $431,000 | +6.9% | 5,150 | 0.0% | 0.11% | -6.7% |
| Q3 2014 | $403,000 | +45.0% | 5,150 | +51.5% | 0.12% | +44.6% |
| Q2 2014 | $278,000 | +6.1% | 3,400 | 0.0% | 0.08% | -3.5% |
| Q1 2014 | $262,000 | – | 3,400 | – | 0.09% | – |
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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% |