WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 307 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,544 | -99.9% | 61,846 | 0.0% | 1.06% | -2.8% |
| Q3 2022 | $2,330,000 | -5.4% | 61,846 | -2.2% | 1.10% | +0.1% |
| Q2 2022 | $2,464,000 | -12.3% | 63,216 | 0.0% | 1.10% | -5.8% |
| Q1 2022 | $2,808,000 | +0.0% | 63,216 | -0.1% | 1.16% | +15.5% |
| Q4 2021 | $2,807,000 | +4.0% | 63,286 | -2.8% | 1.01% | -12.1% |
| Q3 2021 | $2,700,000 | +2.3% | 65,139 | -0.3% | 1.15% | -8.5% |
| Q1 2021 | $2,640,000 | -23.9% | 65,319 | -34.5% | 1.25% | -30.4% |
| Q4 2020 | $3,469,000 | +19.6% | 99,658 | -0.7% | 1.80% | +9.8% |
| Q3 2020 | $2,901,000 | -7.3% | 100,314 | -9.2% | 1.64% | -12.5% |
| Q2 2020 | $3,131,000 | +17.2% | 110,465 | -0.1% | 1.88% | +0.2% |
| Q1 2020 | $2,672,000 | -36.8% | 110,614 | -0.5% | 1.87% | -33.6% |
| Q4 2019 | $4,229,000 | – | 111,159 | – | 2.82% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Riverview Trust Co | 518,102 | $18,812,000 | 13.10% |
| Financial Planning & Information Services, Inc. | 703,027 | $25,527,000 | 10.81% |
| INSPIRION WEALTH ADVISORS, LLC | 610,291 | $22,160,000 | 9.71% |
| SVA Wealth Management, LLC | 1,843,626 | $66,942,000 | 6.57% |
| Linscomb Wealth, Inc. | 2,065,992 | $75,016,000 | 6.03% |
| Financial Insights, Inc. | 155,917 | $5,661,000 | 5.42% |
| Connecticut Wealth Management, LLC | 842,649 | $30,597,000 | 3.77% |
| HBW ADVISORY SERVICES LLC | 111,254 | $3,891,000 | 3.72% |
| CAPITAL WEALTH MANAGEMENT, LLC | 95,699 | $3,475,000 | 3.71% |
| Paracle Advisors, LLC | 403,329 | $14,644,000 | 3.55% |