WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 168 filers reported holding WISDOMTREE TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $619,000 | +2.1% | 21,417 | +0.2% | 0.02% | -4.5% |
| Q2 2020 | $606,000 | +40.6% | 21,373 | +19.9% | 0.02% | +15.8% |
| Q1 2020 | $431,000 | -41.6% | 17,832 | -9.1% | 0.02% | -24.0% |
| Q4 2019 | $738,000 | +12.3% | 19,615 | +8.4% | 0.02% | +8.7% |
| Q3 2019 | $657,000 | +18.8% | 18,099 | +18.5% | 0.02% | +21.1% |
| Q2 2019 | $553,000 | +133.3% | 15,272 | +131.3% | 0.02% | +137.5% |
| Q1 2019 | $237,000 | -40.0% | 6,603 | -47.3% | 0.01% | -50.0% |
| Q4 2018 | $395,000 | -54.1% | 12,532 | -46.3% | 0.02% | -44.8% |
| Q3 2018 | $860,000 | -18.6% | 23,345 | -21.0% | 0.03% | -27.5% |
| Q2 2018 | $1,057,000 | -23.2% | 29,540 | -26.8% | 0.04% | -24.5% |
| Q1 2018 | $1,377,000 | -2.8% | 40,341 | +0.6% | 0.05% | -5.4% |
| Q4 2017 | $1,416,000 | +6.6% | 40,106 | +200.1% | 0.06% | -1.8% |
| Q3 2017 | $1,328,000 | +93.3% | 13,365 | +90.3% | 0.06% | +83.9% |
| Q2 2017 | $687,000 | +121.6% | 7,022 | +120.9% | 0.03% | +93.8% |
| Q1 2017 | $310,000 | -33.6% | 3,179 | -35.8% | 0.02% | -33.3% |
| Q4 2016 | $467,000 | -18.8% | 4,952 | -21.8% | 0.02% | -22.6% |
| Q3 2016 | $575,000 | +10.6% | 6,331 | +9.1% | 0.03% | +6.9% |
| Q2 2016 | $520,000 | -9.6% | 5,803 | -12.9% | 0.03% | -9.4% |
| Q1 2016 | $575,000 | +42.0% | 6,663 | +32.4% | 0.03% | +52.4% |
| Q4 2015 | $405,000 | +102.5% | 5,034 | +93.9% | 0.02% | +90.9% |
| Q3 2015 | $200,000 | -21.9% | 2,596 | -15.5% | 0.01% | 0.0% |
| Q2 2015 | $256,000 | +21.3% | 3,071 | +9.1% | 0.01% | -35.3% |
| Q4 2013 | $211,000 | -21.3% | 2,815 | -27.2% | 0.02% | +6.2% |
| Q3 2013 | $268,000 | – | 3,868 | – | 0.02% | – |
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% |