WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 348 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $706,601 | -4.7% | 17,251 | -0.5% | 0.33% | -5.2% |
| Q2 2023 | $741,066 | +4.8% | 17,343 | +0.5% | 0.35% | 0.0% |
| Q1 2023 | $706,946 | -0.4% | 17,251 | 0.0% | 0.35% | -4.9% |
| Q4 2022 | $709,706 | +9.2% | 17,251 | 0.0% | 0.37% | -0.8% |
| Q3 2022 | $650,000 | -3.3% | 17,251 | 0.0% | 0.37% | +0.8% |
| Q2 2022 | $672,000 | -12.3% | 17,251 | 0.0% | 0.37% | -0.3% |
| Q1 2022 | $766,000 | +0.1% | 17,251 | 0.0% | 0.37% | +9.5% |
| Q4 2021 | $765,000 | +7.0% | 17,251 | 0.0% | 0.34% | +3.7% |
| Q3 2021 | $715,000 | -1.2% | 17,251 | 0.0% | 0.32% | +8.7% |
| Q2 2021 | $724,000 | +20.5% | 17,251 | 0.0% | 0.30% | +1.7% |
| Q4 2020 | $601,000 | +20.4% | 17,251 | 0.0% | 0.29% | -4.2% |
| Q3 2020 | $499,000 | +2.0% | 17,251 | 0.0% | 0.31% | -10.8% |
| Q2 2020 | $489,000 | +118.3% | 17,251 | +86.0% | 0.34% | +68.1% |
| Q1 2020 | $224,000 | – | 9,273 | – | 0.20% | – |
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% |