WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 105 filers reported holding WISDOMTREE TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $2,065,000 | -0.3% | 56,820 | -0.8% | 0.02% | 0.0% |
| Q2 2019 | $2,072,000 | +1.0% | 57,258 | -0.2% | 0.02% | -5.0% |
| Q1 2019 | $2,052,000 | +13.4% | 57,351 | +0.2% | 0.02% | 0.0% |
| Q4 2018 | $1,810,000 | -17.5% | 57,247 | -3.8% | 0.02% | -9.1% |
| Q3 2018 | $2,194,000 | +10.0% | 59,512 | +6.8% | 0.02% | +4.8% |
| Q2 2018 | $1,995,000 | +0.7% | 55,732 | -4.0% | 0.02% | -4.5% |
| Q1 2018 | $1,981,000 | +4.6% | 58,064 | +8.2% | 0.02% | -12.0% |
| Q4 2017 | $1,893,000 | +18.8% | 53,680 | +236.8% | 0.02% | +13.6% |
| Q3 2017 | $1,593,000 | +20.7% | 15,940 | +18.0% | 0.02% | +15.8% |
| Q2 2017 | $1,320,000 | +86.7% | 13,507 | +86.1% | 0.02% | +90.0% |
| Q1 2017 | $707,000 | -41.4% | 7,258 | -45.4% | 0.01% | -44.4% |
| Q4 2016 | $1,207,000 | 0.0% | 13,287 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $1,207,000 | +51.1% | 13,287 | +48.7% | 0.02% | +50.0% |
| Q2 2016 | $799,000 | +19.1% | 8,935 | +14.6% | 0.01% | +9.1% |
| Q1 2016 | $671,000 | +1.8% | 7,795 | -4.8% | 0.01% | -21.4% |
| Q4 2015 | $659,000 | +23.2% | 8,187 | +18.7% | 0.01% | +16.7% |
| Q3 2015 | $535,000 | -19.3% | 6,899 | -14.0% | 0.01% | -14.3% |
| Q2 2015 | $663,000 | -90.9% | 8,022 | -4.9% | 0.01% | -12.5% |
| Q1 2015 | $7,261,000 | -25.7% | 8,436 | -27.7% | 0.02% | -27.3% |
| Q4 2014 | $9,775,000 | +72.2% | 11,674 | +61.0% | 0.02% | +69.2% |
| Q3 2014 | $5,677,000 | +14.4% | 7,253 | +19.3% | 0.01% | +8.3% |
| Q2 2014 | $4,964,000 | -2.7% | 6,079 | -8.2% | 0.01% | -7.7% |
| Q1 2014 | $5,100,000 | +1.0% | 6,619 | -2.2% | 0.01% | -7.1% |
| Q4 2013 | $5,048,000 | +7.6% | 6,766 | +0.2% | 0.01% | -6.7% |
| Q3 2013 | $4,693,000 | +4.0% | 6,751 | -2.0% | 0.02% | 0.0% |
| Q2 2013 | $4,514,000 | – | 6,886 | – | 0.02% | – |
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% |