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 2023 | $6,899 | -1.9% | 168 | +0.6% | 0.00% | 0.0% |
| Q2 2023 | $7,036 | +3.3% | 167 | +0.6% | 0.00% | 0.0% |
| Q1 2023 | $6,810 | +0.1% | 166 | +0.6% | 0.00% | 0.0% |
| Q4 2022 | $6,801 | +13.4% | 165 | +0.6% | 0.00% | 0.0% |
| Q3 2022 | $6,000 | 0.0% | 164 | +0.6% | 0.00% | 0.0% |
| Q2 2022 | $6,000 | -14.3% | 163 | +1.2% | 0.00% | – |
| Q1 2022 | $7,000 | 0.0% | 161 | 0.0% | 0.00% | – |
| Q4 2021 | $7,000 | 0.0% | 161 | +0.6% | 0.00% | – |
| Q3 2021 | $7,000 | 0.0% | 160 | +0.6% | 0.00% | – |
| Q2 2021 | $7,000 | +16.7% | 159 | +0.6% | 0.00% | – |
| Q1 2021 | $6,000 | +20.0% | 158 | +0.6% | 0.00% | – |
| Q4 2020 | $5,000 | -93.8% | 157 | -94.4% | 0.00% | -100.0% |
| Q3 2020 | $81,000 | -93.1% | 2,824 | -93.1% | 0.01% | -92.6% |
| Q2 2020 | $1,168,000 | +6.0% | 41,209 | -9.6% | 0.09% | -7.8% |
| Q1 2020 | $1,102,000 | -32.4% | 45,606 | +6.5% | 0.10% | -26.1% |
| Q4 2019 | $1,629,000 | +13.6% | 42,811 | +8.4% | 0.14% | +4.5% |
| Q3 2019 | $1,434,000 | -2.8% | 39,486 | -3.1% | 0.13% | -19.0% |
| Q2 2019 | $1,475,000 | +3.0% | 40,758 | +1.9% | 0.16% | -6.9% |
| Q1 2019 | $1,432,000 | +11.5% | 40,013 | -1.4% | 0.18% | -1.1% |
| Q4 2018 | $1,284,000 | +43.9% | 40,583 | +67.8% | 0.18% | +58.0% |
| Q3 2018 | $892,000 | +0.2% | 24,181 | -2.7% | 0.11% | -6.7% |
| Q2 2018 | $890,000 | +9.7% | 24,857 | +4.5% | 0.12% | +7.1% |
| Q1 2018 | $811,000 | -9.5% | 23,777 | -6.3% | 0.11% | -17.6% |
| Q4 2017 | $896,000 | – | 25,383 | – | 0.14% | – |
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% |