WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 244 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,420,473 | -2.2% | 83,508 | +0.4% | 0.01% | -7.1% |
| Q2 2023 | $3,498,150 | -0.4% | 83,190 | -2.9% | 0.01% | -6.7% |
| Q1 2023 | $3,510,550 | -0.1% | 85,665 | +0.2% | 0.02% | -16.7% |
| Q4 2022 | $3,515,611 | +9.1% | 85,455 | -0.1% | 0.02% | -5.3% |
| Q3 2022 | $3,223,000 | +18.4% | 85,556 | +22.5% | 0.02% | +5.6% |
| Q2 2022 | $2,723,000 | +1.8% | 69,859 | +16.1% | 0.02% | +5.9% |
| Q1 2022 | $2,674,000 | -20.5% | 60,188 | -20.6% | 0.02% | -26.1% |
| Q4 2021 | $3,364,000 | +7.3% | 75,838 | +0.3% | 0.02% | -11.5% |
| Q3 2021 | $3,134,000 | -4.9% | 75,604 | -3.8% | 0.03% | -16.1% |
| Q2 2021 | $3,296,000 | -3.7% | 78,560 | -7.3% | 0.03% | -16.2% |
| Q1 2021 | $3,424,000 | -12.0% | 84,704 | -24.3% | 0.04% | -28.8% |
| Q4 2020 | $3,893,000 | +16.7% | 111,832 | -2.6% | 0.05% | -5.5% |
| Q3 2020 | $3,336,000 | -34.3% | 114,766 | -36.5% | 0.06% | -34.5% |
| Q2 2020 | $5,079,000 | -80.4% | 180,605 | -84.1% | 0.08% | -85.3% |
| Q1 2020 | $25,886,000 | -56.7% | 1,137,827 | -27.9% | 0.57% | -39.6% |
| Q4 2019 | $59,749,000 | +6.4% | 1,577,731 | +2.0% | 0.94% | -52.2% |
| Q3 2019 | $56,166,000 | -0.6% | 1,546,844 | -0.9% | 1.97% | -5.6% |
| Q2 2019 | $56,489,000 | +4.6% | 1,560,480 | +3.4% | 2.09% | -4.6% |
| Q1 2019 | $53,989,000 | +9575.4% | 1,508,498 | +8444.8% | 2.19% | +7203.3% |
| Q4 2018 | $558,000 | -9.1% | 17,654 | +6.0% | 0.03% | +11.1% |
| Q3 2018 | $614,000 | -3.2% | 16,654 | -5.9% | 0.03% | -22.9% |
| Q2 2018 | $634,000 | +44.1% | 17,704 | +34.3% | 0.04% | +29.6% |
| Q1 2018 | $440,000 | -26.2% | 13,183 | -21.9% | 0.03% | -25.0% |
| Q4 2017 | $596,000 | -46.0% | 16,883 | -24.2% | 0.04% | -23.4% |
| Q3 2017 | $1,104,000 | +55100.0% | 22,259 | +105895.2% | 0.05% | – |
| Q2 2017 | $2,000 | 0.0% | 21 | 0.0% | 0.00% | – |
| Q4 2016 | $2,000 | – | 21 | – | 0.00% | – |
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% |