WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 343 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $546,522 | +2.5% | 13,343 | +5.3% | 0.04% | +2.6% |
| Q2 2023 | $533,068 | -30.0% | 12,677 | -31.8% | 0.04% | -30.9% |
| Q1 2023 | $761,958 | +9.7% | 18,593 | +10.2% | 0.06% | +5.8% |
| Q4 2022 | $694,371 | +45.0% | 16,878 | +14.6% | 0.05% | +30.0% |
| Q3 2022 | $479,000 | -19.9% | 14,727 | -4.1% | 0.04% | -18.4% |
| Q2 2022 | $598,000 | -20.9% | 15,359 | -9.7% | 0.05% | -2.0% |
| Q1 2022 | $756,000 | -9.0% | 17,006 | -9.2% | 0.05% | -3.8% |
| Q4 2021 | $831,000 | +7.1% | 18,735 | +0.0% | 0.05% | 0.0% |
| Q3 2021 | $776,000 | -1.4% | 18,727 | -0.2% | 0.05% | -1.9% |
| Q2 2021 | $787,000 | -14.7% | 18,758 | -17.9% | 0.05% | -18.5% |
| Q1 2021 | $923,000 | +44.4% | 22,834 | +24.6% | 0.06% | +47.7% |
| Q4 2020 | $639,000 | +0.5% | 18,332 | -16.7% | 0.04% | -18.5% |
| Q3 2020 | $636,000 | +20.9% | 22,016 | +22.2% | 0.05% | +8.0% |
| Q2 2020 | $526,000 | -8.7% | 18,012 | -24.5% | 0.05% | -39.0% |
| Q1 2020 | $576,000 | -69.0% | 23,847 | -51.2% | 0.08% | -58.6% |
| Q4 2019 | $1,857,000 | +7.6% | 48,819 | +2.7% | 0.20% | +0.5% |
| Q3 2019 | $1,726,000 | +3.9% | 47,520 | +3.5% | 0.20% | +2.1% |
| Q2 2019 | $1,662,000 | -0.2% | 45,899 | -1.4% | 0.19% | -6.8% |
| Q1 2019 | $1,666,000 | +4.7% | 46,546 | -7.5% | 0.21% | -4.6% |
| Q4 2018 | $1,591,000 | -15.0% | 50,312 | -0.8% | 0.22% | +3.8% |
| Q3 2018 | $1,871,000 | -13.4% | 50,736 | -16.1% | 0.21% | -20.2% |
| Q2 2018 | $2,161,000 | +431.0% | 60,443 | +406.4% | 0.26% | +394.3% |
| Q1 2018 | $407,000 | +9.1% | 11,936 | +13.0% | 0.05% | +3.9% |
| Q4 2017 | $373,000 | – | 10,563 | – | 0.05% | – |
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% |