WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 346 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,872,203 | +787.3% | 40,030 | +742.7% | 0.24% | +653.1% |
| Q1 2022 | $211,000 | -29.4% | 4,750 | -29.6% | 0.03% | -28.9% |
| Q4 2021 | $299,000 | +3.1% | 6,750 | -3.6% | 0.04% | -4.3% |
| Q3 2021 | $290,000 | -1.4% | 7,000 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $294,000 | -7.0% | 7,000 | -10.4% | 0.05% | -13.0% |
| Q1 2021 | $316,000 | +16.2% | 7,815 | 0.0% | 0.05% | +8.0% |
| Q4 2020 | $272,000 | – | 7,815 | – | 0.05% | – |
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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% |