WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 347 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,692,293 | -1.4% | 65,730 | +1.2% | 1.26% | +1.9% |
| Q2 2023 | $2,731,663 | +2.0% | 64,962 | -0.6% | 1.24% | -4.1% |
| Q1 2023 | $2,678,035 | -0.5% | 65,350 | -0.1% | 1.30% | -6.2% |
| Q4 2022 | $2,692,510 | +8.5% | 65,447 | -0.6% | 1.38% | -0.3% |
| Q3 2022 | $2,481,000 | -0.8% | 65,853 | +2.6% | 1.38% | +3.9% |
| Q2 2022 | $2,502,000 | -11.4% | 64,198 | +1.0% | 1.33% | +2.9% |
| Q1 2022 | $2,825,000 | +0.0% | 63,593 | -0.1% | 1.30% | +5.2% |
| Q4 2021 | $2,824,000 | +7.1% | 63,653 | +0.0% | 1.23% | -3.6% |
| Q3 2021 | $2,637,000 | -1.0% | 63,622 | +0.2% | 1.28% | -0.7% |
| Q2 2021 | $2,664,000 | +3.6% | 63,511 | -0.2% | 1.29% | -3.0% |
| Q1 2021 | $2,571,000 | +14.3% | 63,613 | -1.6% | 1.33% | +12.5% |
| Q4 2020 | $2,249,000 | +15.6% | 64,620 | -3.9% | 1.18% | +5.1% |
| Q3 2020 | $1,945,000 | -1.9% | 67,270 | -3.9% | 1.12% | -12.8% |
| Q2 2020 | $1,983,000 | +15.6% | 69,981 | -1.4% | 1.29% | -5.2% |
| Q1 2020 | $1,715,000 | -34.8% | 70,988 | +2.6% | 1.36% | -8.3% |
| Q4 2019 | $2,631,000 | +6.7% | 69,168 | +1.8% | 1.48% | -9.2% |
| Q3 2019 | $2,466,000 | +3.7% | 67,918 | +3.4% | 1.63% | +0.6% |
| Q2 2019 | $2,377,000 | +6.8% | 65,665 | +5.6% | 1.62% | +1.1% |
| Q1 2019 | $2,225,000 | +13.9% | 62,176 | +0.7% | 1.60% | -2.1% |
| Q4 2018 | $1,953,000 | – | 61,754 | – | 1.64% | – |
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% |