WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 305 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,853,722 | -9.6% | 72,540 | -5.9% | 1.02% | -20.8% |
Q1 2023 | $3,157,955 | -3.4% | 77,061 | -3.0% | 1.29% | -16.9% |
Q4 2022 | $3,269,715 | +1.2% | 79,478 | -7.4% | 1.55% | -28.8% |
Q3 2022 | $3,232,000 | -7.2% | 85,791 | -3.9% | 2.18% | -38.5% |
Q2 2022 | $3,482,000 | -16.5% | 89,317 | -4.9% | 3.53% | -7.8% |
Q1 2022 | $4,172,000 | -14.9% | 93,926 | -15.0% | 3.83% | -9.4% |
Q4 2021 | $4,904,000 | -14.9% | 110,545 | -20.5% | 4.23% | -20.2% |
Q3 2021 | $5,766,000 | -90.3% | 139,106 | -2.3% | 5.30% | +7.2% |
Q2 2021 | $59,750,000 | +894.3% | 142,431 | -4.2% | 4.95% | +11.5% |
Q1 2021 | $6,009,000 | +16.4% | 148,670 | +0.2% | 4.44% | +10.9% |
Q4 2020 | $5,164,000 | +18.8% | 148,337 | -1.3% | 4.00% | +8.1% |
Q3 2020 | $4,347,000 | +0.5% | 150,326 | +37.2% | 3.70% | -3.6% |
Q2 2020 | $4,325,000 | +15.3% | 109,536 | -29.5% | 3.84% | -2.8% |
Q1 2020 | $3,751,000 | -36.0% | 155,267 | +0.7% | 3.95% | -23.1% |
Q4 2019 | $5,863,000 | +3.6% | 154,120 | -1.2% | 5.14% | -5.2% |
Q3 2019 | $5,661,000 | +8.3% | 155,917 | +3.8% | 5.42% | +2.2% |
Q2 2019 | $5,229,000 | -2.5% | 150,204 | +2.8% | 5.31% | -5.1% |
Q1 2019 | $5,364,000 | +5.9% | 146,171 | +1.0% | 5.59% | -1.2% |
Q4 2018 | $5,067,000 | – | 144,691 | – | 5.66% | – |
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% |