WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 334 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,253 | +323.5% | 55,013 | +335.2% | 0.11% | +360.9% |
| Q2 2023 | $532 | -79.3% | 12,642 | -79.9% | 0.02% | -77.9% |
| Q1 2023 | $2,575 | +7.7% | 62,843 | +8.2% | 0.10% | -13.3% |
| Q4 2022 | $2,390 | -99.2% | 58,091 | +698.4% | 0.12% | +700.0% |
| Q2 2022 | $284,000 | -73.7% | 7,276 | -70.0% | 0.02% | -59.5% |
| Q1 2022 | $1,078,000 | +0.6% | 24,278 | +0.4% | 0.04% | +27.6% |
| Q4 2021 | $1,072,000 | +25.5% | 24,174 | +18.7% | 0.03% | -32.6% |
| Q2 2021 | $854,000 | +69.1% | 20,367 | +62.9% | 0.04% | +59.3% |
| Q1 2021 | $505,000 | -78.2% | 12,502 | -81.2% | 0.03% | -83.0% |
| Q4 2020 | $2,320,000 | +48.0% | 66,641 | +22.9% | 0.16% | +37.1% |
| Q3 2020 | $1,568,000 | +100.5% | 54,222 | +96.5% | 0.12% | +87.1% |
| Q2 2020 | $782,000 | +148.3% | 27,589 | +208.9% | 0.06% | +113.8% |
| Q4 2017 | $315,000 | -86.9% | 8,932 | -65.0% | 0.03% | -80.4% |
| Q4 2016 | $2,411,000 | +381.2% | 25,548 | +363.2% | 0.15% | +214.9% |
| Q3 2016 | $501,000 | – | 5,516 | – | 0.05% | – |
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% |