WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 283 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,179,000 | +9.6% | 28,438 | +10.8% | 0.17% | +9.9% |
| Q2 2021 | $1,076,000 | +12.3% | 25,661 | +8.2% | 0.15% | +4.1% |
| Q1 2021 | $958,000 | +21.7% | 23,709 | +4.9% | 0.15% | +15.0% |
| Q4 2020 | $787,000 | +47.7% | 22,596 | +22.6% | 0.13% | +30.9% |
| Q3 2020 | $533,000 | +24.0% | 18,436 | +21.4% | 0.10% | +12.8% |
| Q2 2020 | $430,000 | -86.6% | 15,190 | -88.5% | 0.09% | -88.9% |
| Q1 2020 | $3,201,000 | -36.0% | 132,480 | +0.8% | 0.78% | -14.4% |
| Q4 2019 | $5,001,000 | +8.2% | 131,471 | +3.3% | 0.91% | 0.0% |
| Q3 2019 | $4,623,000 | +12.6% | 127,313 | +12.2% | 0.91% | +9.8% |
| Q2 2019 | $4,107,000 | +14.9% | 113,444 | +13.6% | 0.83% | +11.6% |
| Q1 2019 | $3,575,000 | +1195.3% | 99,896 | +1045.1% | 0.74% | +1056.2% |
| Q4 2018 | $276,000 | – | 8,724 | – | 0.06% | – |
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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% |