WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 308 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 0.76 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $15,243,000 | +4.7% | 400,706 | -0.1% | 2.04% | -2.2% |
| Q3 2019 | $14,564,000 | +0.4% | 401,111 | +0.1% | 2.08% | -5.4% |
| Q2 2019 | $14,503,000 | +6.1% | 400,637 | +4.9% | 2.20% | -0.3% |
| Q1 2019 | $13,664,000 | -0.3% | 381,771 | -11.9% | 2.21% | -8.3% |
| Q4 2018 | $13,707,000 | -12.7% | 433,351 | +1.8% | 2.41% | -2.1% |
| Q3 2018 | $15,705,000 | +1.8% | 425,852 | -1.2% | 2.46% | -2.6% |
| Q2 2018 | $15,424,000 | +2.1% | 430,843 | -2.7% | 2.52% | +0.8% |
| Q1 2018 | $15,109,000 | +7.9% | 442,820 | +11.6% | 2.50% | -5.4% |
| Q4 2017 | $13,999,000 | +6.8% | 396,822 | +202.7% | 2.65% | +1.2% |
| Q3 2017 | $13,104,000 | +1.2% | 131,109 | -1.0% | 2.62% | +3.7% |
| Q2 2017 | $12,951,000 | +2.4% | 132,487 | +2.2% | 2.52% | -4.6% |
| Q1 2017 | $12,648,000 | -14.9% | 129,681 | -17.7% | 2.64% | -20.2% |
| Q4 2016 | $14,864,000 | +6.5% | 157,489 | +2.6% | 3.31% | +6.4% |
| Q3 2016 | $13,952,000 | +4.6% | 153,521 | +3.0% | 3.12% | -5.1% |
| Q2 2016 | $13,342,000 | +8.4% | 149,076 | +4.3% | 3.28% | +7.0% |
| Q1 2016 | $12,304,000 | +66.0% | 142,883 | +55.2% | 3.07% | -3.0% |
| Q4 2015 | $7,411,000 | – | 92,046 | – | 3.16% | – |
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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% |