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 | $818,482 | +3.1% | 19,982 | +5.9% | 0.05% | +10.4% |
Q2 2023 | $793,783 | -7.3% | 18,877 | -9.7% | 0.05% | -12.7% |
Q1 2023 | $856,352 | +32.7% | 20,897 | +33.2% | 0.06% | +19.6% |
Q4 2022 | $645,288 | +129475.9% | 15,685 | +18.6% | 0.05% | +17.9% |
Q3 2022 | $498 | +19.7% | 13,225 | +23.8% | 0.04% | +18.2% |
Q2 2022 | $416 | -22.2% | 10,684 | -11.2% | 0.03% | -8.3% |
Q1 2022 | $535 | +15.8% | 12,037 | +15.5% | 0.04% | 0.0% |
Q4 2021 | $462 | +29.8% | 10,418 | +21.2% | 0.04% | +2.9% |
Q3 2021 | $356 | -6.8% | 8,598 | -5.7% | 0.04% | -22.2% |
Q2 2021 | $382 | +12.7% | 9,118 | +8.8% | 0.04% | -15.1% |
Q1 2021 | $339 | +12.6% | 8,384 | -3.0% | 0.05% | -11.7% |
Q4 2020 | $301 | +14.0% | 8,647 | -5.4% | 0.06% | -4.8% |
Q3 2020 | $264 | -99.9% | 9,145 | +7.3% | 0.06% | +3.3% |
Q2 2020 | $241,000 | -13.6% | 8,520 | -26.2% | 0.06% | -15.3% |
Q1 2020 | $279,000 | -39.9% | 11,546 | -5.3% | 0.07% | -36.8% |
Q4 2019 | $464,000 | +30.0% | 12,191 | +24.1% | 0.11% | +25.3% |
Q3 2019 | $357,000 | -2.5% | 9,823 | -2.8% | 0.09% | -18.8% |
Q2 2019 | $366,000 | -2.9% | 10,108 | -4.1% | 0.11% | -18.8% |
Q1 2019 | $377,000 | -8.5% | 10,543 | -19.1% | 0.14% | -42.5% |
Q4 2018 | $412,000 | – | 13,030 | – | 0.24% | – |
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% |