WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 75 filers reported holding WISDOMTREE TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $2,613,000 | +5.8% | 71,179 | -3.4% | 0.79% | -4.5% |
| Q4 2018 | $2,470,000 | -3.2% | 73,660 | +6.5% | 0.83% | +2.2% |
| Q3 2018 | $2,551,000 | +5.3% | 69,164 | +3.5% | 0.81% | +1.1% |
| Q2 2018 | $2,422,000 | +11.6% | 66,803 | +6.7% | 0.80% | +9.4% |
| Q1 2018 | $2,170,000 | -8.1% | 62,637 | -4.0% | 0.73% | -7.2% |
| Q4 2017 | $2,360,000 | -77.4% | 65,254 | -37.4% | 0.79% | -78.7% |
| Q3 2017 | $10,420,000 | +3.1% | 104,256 | +1.8% | 3.71% | -1.5% |
| Q2 2017 | $10,104,000 | +5.9% | 102,422 | +4.7% | 3.77% | +0.8% |
| Q1 2017 | $9,541,000 | +4.5% | 97,824 | +1.1% | 3.74% | -3.7% |
| Q4 2016 | $9,134,000 | +4.7% | 96,775 | +0.8% | 3.88% | +4.0% |
| Q3 2016 | $8,728,000 | +0.0% | 96,041 | -1.5% | 3.73% | -6.3% |
| Q2 2016 | $8,725,000 | +2.4% | 97,483 | -1.4% | 3.98% | -1.4% |
| Q1 2016 | $8,517,000 | +5.1% | 98,910 | -1.7% | 4.04% | +3.7% |
| Q4 2015 | $8,100,000 | +0.4% | 100,606 | -3.1% | 3.89% | +2.5% |
| Q3 2015 | $8,066,000 | -6.9% | 103,857 | -0.4% | 3.80% | -5.5% |
| Q2 2015 | $8,662,000 | -2.9% | 104,228 | +0.6% | 4.02% | -5.2% |
| Q1 2015 | $8,922,000 | +2.4% | 103,651 | -1.5% | 4.24% | -2.3% |
| Q4 2014 | $8,712,000 | +8.3% | 105,221 | +0.4% | 4.34% | +2.2% |
| Q3 2014 | $8,043,000 | -10.4% | 104,783 | -4.6% | 4.24% | -9.7% |
| Q2 2014 | $8,972,000 | +2.6% | 109,876 | -3.2% | 4.70% | +1.8% |
| Q1 2014 | $8,744,000 | +4.7% | 113,473 | +1.3% | 4.62% | +0.2% |
| Q4 2013 | $8,354,000 | +5.9% | 111,963 | -1.3% | 4.61% | +1.4% |
| Q3 2013 | $7,887,000 | +5.9% | 113,442 | +2.9% | 4.54% | +2.1% |
| Q2 2013 | $7,448,000 | – | 110,252 | – | 4.45% | – |
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% |