WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 265 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $402,000 | +45.7% | 11,239 | +28.9% | 0.02% | +26.7% |
| Q4 2018 | $276,000 | -16.6% | 8,717 | -2.8% | 0.02% | +25.0% |
| Q3 2018 | $331,000 | +31.3% | 8,971 | +27.2% | 0.01% | +33.3% |
| Q2 2018 | $252,000 | -21.5% | 7,050 | -25.1% | 0.01% | -18.2% |
| Q1 2018 | $321,000 | -2.1% | 9,410 | +1.1% | 0.01% | 0.0% |
| Q4 2017 | $328,000 | +22.8% | 9,305 | +248.5% | 0.01% | +10.0% |
| Q3 2017 | $267,000 | – | 2,670 | – | 0.01% | – |
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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% |