WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 307 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $67,610 | -3.5% | 1,446 | +0.6% | 0.04% | -7.3% |
| Q1 2024 | $70,065 | +7.4% | 1,437 | +0.6% | 0.04% | 0.0% |
| Q4 2023 | $65,265 | +12.3% | 1,428 | +0.7% | 0.04% | -2.4% |
| Q3 2023 | $58,101 | -1.9% | 1,418 | +0.6% | 0.04% | +2.4% |
| Q2 2023 | $59,251 | +3.3% | 1,409 | +0.7% | 0.04% | -4.7% |
| Q1 2023 | $57,344 | +0.1% | 1,399 | +0.5% | 0.04% | -8.5% |
| Q4 2022 | $57,263 | +10.1% | 1,392 | +0.9% | 0.05% | -2.1% |
| Q3 2022 | $52,000 | -1.9% | 1,379 | +0.8% | 0.05% | -9.4% |
| Q2 2022 | $53,000 | -11.7% | 1,368 | +0.7% | 0.05% | +10.4% |
| Q1 2022 | $60,000 | -1.6% | 1,358 | -1.6% | 0.05% | +4.3% |
| Q4 2021 | $61,000 | +7.0% | 1,380 | +0.8% | 0.05% | +2.2% |
| Q3 2021 | $57,000 | 0.0% | 1,369 | +0.6% | 0.04% | +2.3% |
| Q2 2021 | $57,000 | +3.6% | 1,361 | +0.6% | 0.04% | -4.3% |
| Q1 2021 | $55,000 | +17.0% | 1,353 | +0.2% | 0.05% | +4.5% |
| Q4 2020 | $47,000 | +20.5% | 1,350 | +1.0% | 0.04% | +4.8% |
| Q3 2020 | $39,000 | +2.6% | 1,336 | +0.6% | 0.04% | -4.5% |
| Q2 2020 | $38,000 | +81.0% | 1,328 | +52.6% | 0.04% | +51.7% |
| Q1 2020 | $21,000 | -36.4% | 870 | +0.7% | 0.03% | -14.7% |
| Q4 2019 | $33,000 | – | 864 | – | 0.03% | – |
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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% |