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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $2,262,000 | +8.0% | 79,809 | -7.9% | 2.41% | -8.2% |
| Q1 2020 | $2,094,000 | -42.6% | 86,643 | -9.7% | 2.62% | -29.5% |
| Q4 2019 | $3,651,000 | +5.1% | 95,967 | +0.3% | 3.72% | +0.3% |
| Q3 2019 | $3,475,000 | +0.3% | 95,699 | +0.0% | 3.71% | +7.6% |
| Q2 2019 | $3,463,000 | -0.9% | 95,665 | -2.1% | 3.45% | -1.1% |
| Q1 2019 | $3,496,000 | +19.5% | 97,676 | +5.6% | 3.49% | +9.2% |
| Q4 2018 | $2,925,000 | -15.2% | 92,491 | -1.1% | 3.20% | +5.9% |
| Q3 2018 | $3,451,000 | -1.0% | 93,567 | -3.9% | 3.02% | -4.8% |
| Q2 2018 | $3,487,000 | +4.7% | 97,407 | -0.2% | 3.18% | +1.9% |
| Q1 2018 | $3,330,000 | -9.9% | 97,608 | -6.8% | 3.12% | -2.2% |
| Q4 2017 | $3,696,000 | – | 104,753 | – | 3.19% | – |
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% |