WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 339 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $2,309,127 | +14.4% | 47,311 | +7.0% | 0.18% | +7.8% |
| Q4 2023 | $2,019,016 | +9.3% | 44,209 | -2.0% | 0.17% | +1.8% |
| Q3 2023 | $1,847,429 | -19.4% | 45,118 | -17.3% | 0.16% | -15.0% |
| Q2 2023 | $2,293,491 | +1.4% | 54,542 | -1.1% | 0.19% | -6.8% |
| Q1 2023 | $2,261,112 | -1.7% | 55,176 | -1.3% | 0.21% | -12.3% |
| Q4 2022 | $2,299,685 | +7.9% | 55,899 | -1.3% | 0.24% | +5.8% |
| Q3 2022 | $2,132,000 | -3.8% | 56,615 | -0.5% | 0.22% | 0.0% |
| Q2 2022 | $2,217,000 | -16.8% | 56,896 | -5.1% | 0.22% | -3.9% |
| Q1 2022 | $2,664,000 | -4.1% | 59,979 | -4.2% | 0.23% | -0.4% |
| Q4 2021 | $2,777,000 | +7.1% | 62,602 | 0.0% | 0.23% | +0.4% |
| Q3 2021 | $2,594,000 | -7.6% | 62,602 | -6.5% | 0.23% | -7.2% |
| Q2 2021 | $2,808,000 | -2.2% | 66,937 | -5.7% | 0.25% | -4.2% |
| Q1 2021 | $2,870,000 | +12.0% | 71,007 | -3.6% | 0.26% | +2.4% |
| Q4 2020 | $2,563,000 | +21.1% | 73,622 | +0.6% | 0.26% | +10.4% |
| Q3 2020 | $2,117,000 | +1.5% | 73,214 | -0.5% | 0.23% | -5.7% |
| Q2 2020 | $2,085,000 | +22.6% | 73,560 | +4.5% | 0.24% | +33.9% |
| Q1 2020 | $1,701,000 | -27.5% | 70,420 | +14.2% | 0.18% | -26.5% |
| Q4 2019 | $2,346,000 | +711.8% | 61,680 | +675.8% | 0.25% | +611.4% |
| Q3 2019 | $289,000 | +4.0% | 7,950 | +3.2% | 0.04% | -5.4% |
| Q2 2019 | $278,000 | -1.8% | 7,700 | -2.7% | 0.04% | -19.6% |
| Q1 2019 | $283,000 | +3.3% | 7,915 | +3.3% | 0.05% | +12.2% |
| Q2 2018 | $274,000 | – | 7,665 | – | 0.04% | – |
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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% |