WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 265 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $237,830 | -27.5% | 5,781 | -33.6% | 0.01% | -33.3% |
Q3 2022 | $328,000 | -24.4% | 8,703 | -21.8% | 0.01% | -18.2% |
Q2 2022 | $434,000 | -27.2% | 11,132 | -17.0% | 0.01% | -15.4% |
Q1 2022 | $596,000 | -28.8% | 13,407 | -29.0% | 0.01% | -31.6% |
Q4 2021 | $837,000 | +8.0% | 18,877 | +1.0% | 0.02% | -5.0% |
Q3 2021 | $775,000 | -8.5% | 18,695 | -7.4% | 0.02% | -4.8% |
Q2 2021 | $847,000 | +3.7% | 20,186 | -0.2% | 0.02% | -8.7% |
Q1 2021 | $817,000 | -69.3% | 20,224 | -73.5% | 0.02% | -70.9% |
Q4 2020 | $2,659,000 | +23.1% | 76,388 | +2.3% | 0.08% | +11.3% |
Q3 2020 | $2,160,000 | -1.1% | 74,697 | -3.1% | 0.07% | -9.0% |
Q2 2020 | $2,184,000 | +30.0% | 77,079 | +10.9% | 0.08% | +1.3% |
Q1 2020 | $1,680,000 | -31.3% | 69,532 | +8.1% | 0.08% | -19.8% |
Q4 2019 | $2,447,000 | +7.5% | 64,316 | +2.6% | 0.10% | -2.0% |
Q3 2019 | $2,276,000 | +15.4% | 62,682 | +15.1% | 0.10% | +15.3% |
Q2 2019 | $1,972,000 | +22.0% | 54,481 | +20.6% | 0.08% | +16.4% |
Q1 2019 | $1,617,000 | +49.6% | 45,179 | +32.2% | 0.07% | +30.4% |
Q4 2018 | $1,081,000 | -18.4% | 34,177 | -4.8% | 0.06% | -5.1% |
Q3 2018 | $1,324,000 | +17.8% | 35,902 | +14.3% | 0.06% | +18.0% |
Q2 2018 | $1,124,000 | +2.2% | 31,410 | -2.6% | 0.05% | +8.7% |
Q1 2018 | $1,100,000 | +103.3% | 32,232 | +110.0% | 0.05% | +91.7% |
Q4 2017 | $541,000 | +2.3% | 15,347 | +190.1% | 0.02% | -4.0% |
Q3 2017 | $529,000 | +31.3% | 5,290 | +28.4% | 0.02% | +19.0% |
Q2 2017 | $403,000 | +52.1% | 4,119 | +51.5% | 0.02% | +40.0% |
Q1 2017 | $265,000 | +13.2% | 2,718 | +9.6% | 0.02% | 0.0% |
Q4 2016 | $234,000 | – | 2,479 | – | 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% |