WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 360 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,908 | -0.7% | 119,821 | +2.0% | 1.72% | +1.2% |
| Q2 2023 | $4,941 | +6.7% | 117,505 | +4.0% | 1.70% | +2.5% |
| Q1 2023 | $4,629 | +2.9% | 112,951 | +3.3% | 1.66% | -2.8% |
| Q4 2022 | $4,499 | -99.9% | 109,361 | -2.6% | 1.71% | -2.3% |
| Q3 2022 | $4,230,000 | -7.3% | 112,285 | -4.1% | 1.75% | -2.8% |
| Q2 2022 | $4,563,000 | -12.9% | 117,059 | -0.8% | 1.80% | +1.3% |
| Q1 2022 | $5,240,000 | +1.7% | 117,956 | +1.6% | 1.78% | +3.9% |
| Q4 2021 | $5,151,000 | +10.3% | 116,113 | +3.1% | 1.71% | +5.0% |
| Q3 2021 | $4,669,000 | -2.2% | 112,653 | -1.0% | 1.63% | -0.8% |
| Q2 2021 | $4,774,000 | +8.4% | 113,805 | +4.5% | 1.64% | +0.6% |
| Q1 2021 | $4,404,000 | +29.6% | 108,946 | +11.6% | 1.64% | +18.8% |
| Q4 2020 | $3,397,000 | +225.7% | 97,582 | +170.6% | 1.38% | +186.7% |
| Q3 2020 | $1,043,000 | +12.9% | 36,063 | +10.6% | 0.48% | +5.3% |
| Q2 2020 | $924,000 | -1.2% | 32,618 | -15.7% | 0.46% | -14.9% |
| Q1 2020 | $935,000 | -36.1% | 38,680 | +0.6% | 0.54% | -10.7% |
| Q4 2019 | $1,463,000 | +26.0% | 38,454 | +20.3% | 0.60% | +13.9% |
| Q3 2019 | $1,161,000 | +20.7% | 31,967 | +20.2% | 0.53% | +16.1% |
| Q2 2019 | $962,000 | +21.2% | 26,587 | +19.9% | 0.45% | +14.4% |
| Q1 2019 | $794,000 | – | 22,180 | – | 0.40% | – |
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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% |