WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 286 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $203,000 | -48.2% | 7,259 | -30.0% | 0.05% | -52.1% |
| Q4 2019 | $392,000 | +4.8% | 10,365 | -2.5% | 0.10% | -6.8% |
| Q3 2019 | $374,000 | -4.1% | 10,629 | +0.1% | 0.10% | -2.8% |
| Q2 2019 | $390,000 | +15.4% | 10,623 | +15.3% | 0.11% | +2.9% |
| Q1 2019 | $338,000 | +12.7% | 9,211 | +9.4% | 0.10% | +9.6% |
| Q4 2018 | $300,000 | +23.5% | 8,419 | +19.1% | 0.09% | -50.3% |
| Q3 2018 | $243,000 | -7.3% | 7,071 | -3.4% | 0.19% | -18.2% |
| Q2 2018 | $262,000 | +4.0% | 7,319 | -0.9% | 0.23% | -3.3% |
| Q1 2018 | $252,000 | -5.6% | 7,384 | -2.4% | 0.24% | -14.6% |
| Q4 2017 | $267,000 | – | 7,566 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Riverview Trust Co | 518,102 | $18,812,000 | 13.10% |
| Financial Planning & Information Services, Inc. | 703,027 | $25,527,000 | 10.81% |
| INSPIRION WEALTH ADVISORS, LLC | 610,291 | $22,160,000 | 9.71% |
| SVA Wealth Management, LLC | 1,843,626 | $66,942,000 | 6.57% |
| Linscomb Wealth, Inc. | 2,065,992 | $75,016,000 | 6.03% |
| Financial Insights, Inc. | 155,917 | $5,661,000 | 5.42% |
| Connecticut Wealth Management, LLC | 842,649 | $30,597,000 | 3.77% |
| HBW ADVISORY SERVICES LLC | 111,254 | $3,891,000 | 3.72% |
| CAPITAL WEALTH MANAGEMENT, LLC | 95,699 | $3,475,000 | 3.71% |
| Paracle Advisors, LLC | 403,329 | $14,644,000 | 3.55% |