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 2023 | $398,952 | -5.6% | 9,740 | -3.1% | 0.08% | -8.1% |
| Q2 2023 | $422,773 | +8.0% | 10,054 | +5.2% | 0.09% | +6.2% |
| Q1 2023 | $391,525 | +13.3% | 9,554 | +13.8% | 0.08% | +11.0% |
| Q4 2022 | $345,453 | +31.9% | 8,397 | +20.5% | 0.07% | +10.6% |
| Q3 2022 | $262,000 | -4.0% | 6,968 | -0.4% | 0.07% | +3.1% |
| Q2 2022 | $273,000 | -4.5% | 6,996 | +8.8% | 0.06% | +14.3% |
| Q1 2022 | $286,000 | 0.0% | 6,432 | -0.3% | 0.06% | +3.7% |
| Q4 2021 | $286,000 | +8.3% | 6,451 | +1.2% | 0.05% | 0.0% |
| Q3 2021 | $264,000 | -1.1% | 6,375 | 0.0% | 0.05% | -1.8% |
| Q2 2021 | $267,000 | -4.3% | 6,375 | -7.7% | 0.06% | -8.3% |
| Q1 2021 | $279,000 | +16.2% | 6,904 | 0.0% | 0.06% | +1.7% |
| Q4 2020 | $240,000 | – | 6,904 | -22.6% | 0.06% | – |
| Q3 2020 | $0 | -100.0% | 8,921 | -79.1% | 0.00% | -100.0% |
| Q2 2020 | $1,207,000 | +28.8% | 42,603 | +9.9% | 0.36% | +5.9% |
| Q1 2020 | $937,000 | -46.8% | 38,765 | -15.7% | 0.34% | -33.3% |
| Q4 2019 | $1,762,000 | +84.9% | 45,958 | +75.0% | 0.50% | +32.9% |
| Q3 2019 | $953,000 | – | 26,259 | – | 0.38% | – |
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% |