WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 358 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 1.14 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,105,384 | -1.0% | 417,611 | +1.6% | 0.07% | -1.5% |
| Q2 2023 | $17,284,160 | +126394.1% | 411,038 | +23.3% | 0.07% | +13.6% |
| Q1 2023 | $13,664 | +1.0% | 333,433 | +1.4% | 0.06% | -13.2% |
| Q4 2022 | $13,525 | -99.9% | 328,762 | +17.8% | 0.07% | +25.9% |
| Q3 2022 | $10,510,000 | -0.6% | 279,023 | +2.9% | 0.05% | -3.6% |
| Q2 2022 | $10,571,000 | +104.4% | 271,202 | +133.0% | 0.06% | +124.0% |
| Q1 2022 | $5,171,000 | +32.0% | 116,418 | +31.9% | 0.02% | +38.9% |
| Q4 2021 | $3,916,000 | +17.7% | 88,295 | +10.0% | 0.02% | +5.9% |
| Q3 2021 | $3,326,000 | +85.5% | 80,251 | +87.8% | 0.02% | +70.0% |
| Q2 2021 | $1,793,000 | +101.0% | 42,743 | +93.6% | 0.01% | +66.7% |
| Q1 2021 | $892,000 | +91.0% | 22,080 | +64.3% | 0.01% | +50.0% |
| Q4 2020 | $467,000 | +16.2% | 13,436 | -3.6% | 0.00% | 0.0% |
| Q3 2020 | $402,000 | -19.8% | 13,931 | -21.2% | 0.00% | -20.0% |
| Q2 2020 | $501,000 | +34.7% | 17,682 | +14.9% | 0.01% | 0.0% |
| Q1 2020 | $372,000 | +509.8% | 15,390 | +857.7% | 0.01% | +400.0% |
| Q4 2019 | $61,000 | -44.5% | 1,607 | -47.0% | 0.00% | 0.0% |
| Q3 2019 | $110,000 | -47.1% | 3,031 | -47.2% | 0.00% | -66.7% |
| Q2 2019 | $208,000 | -34.4% | 5,740 | -35.3% | 0.00% | -40.0% |
| Q1 2019 | $317,000 | +7825.0% | 8,869 | +7818.8% | 0.01% | – |
| Q4 2018 | $4,000 | – | 112 | – | 0.00% | – |
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% |