WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 286 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $228,231 | -6.0% | 4,880 | -2.0% | 0.01% | -7.7% |
| Q1 2024 | $242,848 | +21.4% | 4,979 | +10.7% | 0.01% | +8.3% |
| Q1 2022 | $200,000 | -0.5% | 4,499 | -0.8% | 0.01% | 0.0% |
| Q4 2021 | $201,000 | -41.7% | 4,533 | -68.2% | 0.01% | -76.0% |
| Q1 2020 | $345,000 | -47.2% | 14,243 | -17.1% | 0.05% | -24.2% |
| Q4 2019 | $653,000 | +0.8% | 17,171 | -3.9% | 0.07% | -7.0% |
| Q3 2019 | $648,000 | +99.4% | 17,873 | +99.0% | 0.07% | +73.2% |
| Q2 2019 | $325,000 | – | 8,982 | – | 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% |