WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 244 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $7,000 | -99.8% | 171 | -99.9% | 0.00% | -99.8% |
| Q2 2020 | $3,501,000 | -42.7% | 123,544 | -51.2% | 1.16% | -52.0% |
| Q1 2020 | $6,110,000 | -35.2% | 252,906 | +2.1% | 2.42% | -19.8% |
| Q4 2019 | $9,422,000 | +5.8% | 247,688 | +1.0% | 3.01% | -2.7% |
| Q3 2019 | $8,905,000 | +4.8% | 245,250 | +4.5% | 3.09% | -2.1% |
| Q2 2019 | $8,499,000 | +6.1% | 234,775 | +4.9% | 3.16% | -6.1% |
| Q1 2019 | $8,012,000 | +20.2% | 223,848 | +6.2% | 3.36% | -2.7% |
| Q4 2018 | $6,668,000 | -14.3% | 210,812 | -0.1% | 3.46% | -3.9% |
| Q3 2018 | $7,783,000 | +310.5% | 211,039 | +298.5% | 3.60% | +241.6% |
| Q2 2018 | $1,896,000 | +9.5% | 52,961 | +4.3% | 1.05% | +2.6% |
| Q1 2018 | $1,732,000 | -3.3% | 50,766 | -0.0% | 1.03% | -20.2% |
| Q4 2017 | $1,791,000 | – | 50,769 | – | 1.29% | – |
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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% |