WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 305 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,103,901 | -74.4% | 26,951 | -73.7% | 0.05% | -69.5% |
Q2 2023 | $4,317,070 | +3.0% | 102,665 | +0.4% | 0.15% | -5.5% |
Q1 2023 | $4,189,562 | -7.5% | 102,234 | -7.2% | 0.16% | -14.2% |
Q4 2022 | $4,529,983 | +3.9% | 110,111 | -4.9% | 0.19% | -3.6% |
Q3 2022 | $4,359,000 | -10.2% | 115,736 | -7.1% | 0.20% | -9.6% |
Q2 2022 | $4,855,000 | -11.3% | 124,559 | +1.1% | 0.22% | -0.5% |
Q1 2022 | $5,471,000 | +229.2% | 123,185 | +228.7% | 0.22% | +157.6% |
Q4 2021 | $1,662,000 | -3.5% | 37,476 | -8.7% | 0.08% | -1.2% |
Q2 2021 | $1,721,757 | +4.5% | 41,043 | +0.7% | 0.09% | -9.5% |
Q1 2021 | $1,647,518 | +21.5% | 40,760 | +4.7% | 0.10% | +6.7% |
Q4 2020 | $1,355,772 | +19.5% | 38,948 | -0.7% | 0.09% | -2.2% |
Q3 2020 | $1,134,660 | +4.6% | 39,234 | +2.5% | 0.09% | -2.2% |
Q2 2020 | $1,084,999 | +18.4% | 38,285 | +0.9% | 0.09% | -7.0% |
Q1 2020 | $916,541 | -44.3% | 37,936 | -12.4% | 0.10% | -29.1% |
Q4 2019 | $1,646,791 | +5.4% | 43,291 | +0.6% | 0.14% | -6.0% |
Q3 2019 | $1,562,305 | +1.5% | 43,027 | +147.7% | 0.15% | +7.1% |
Q2 2019 | $1,538,722 | +1.7% | 17,373 | -58.9% | 0.14% | -15.2% |
Q1 2019 | $1,513,666 | +23.9% | 42,293 | +9.5% | 0.16% | +3.8% |
Q4 2018 | $1,222,025 | -13.2% | 38,635 | +1.2% | 0.16% | -0.6% |
Q3 2018 | $1,408,078 | +12.6% | 38,180 | +9.3% | 0.16% | -1.2% |
Q2 2018 | $1,250,136 | +7.5% | 34,920 | +2.4% | 0.16% | -4.7% |
Q1 2018 | $1,163,048 | -2.1% | 34,087 | +1.2% | 0.17% | 0.0% |
Q4 2017 | $1,188,230 | +7.3% | 33,680 | +204.1% | 0.17% | -5.0% |
Q3 2017 | $1,107,046 | +6.8% | 11,076 | +4.5% | 0.18% | -8.2% |
Q2 2017 | $1,036,541 | +3.6% | 10,604 | +3.3% | 0.20% | -11.4% |
Q1 2017 | $1,000,950 | +31.5% | 10,263 | +27.3% | 0.22% | +15.2% |
Q4 2016 | $760,986 | +6.2% | 8,063 | +2.3% | 0.19% | -1.5% |
Q3 2016 | $716,225 | +11.4% | 7,881 | +9.7% | 0.19% | -0.5% |
Q2 2016 | $642,879 | -24.0% | 7,183 | -26.9% | 0.20% | -32.5% |
Q1 2016 | $845,945 | – | 9,824 | – | 0.29% | – |
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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% |