WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 308 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $105,139 | -4.1% | 2,248 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $109,635 | +460.6% | 2,248 | +428.9% | 0.00% | – |
| Q4 2023 | $19,558 | +12.4% | 425 | 0.0% | 0.00% | – |
| Q3 2023 | $17,408 | -2.6% | 425 | 0.0% | 0.00% | – |
| Q2 2023 | $17,871 | +2.6% | 425 | 0.0% | 0.00% | – |
| Q1 2023 | $17,417 | -0.4% | 425 | 0.0% | 0.00% | – |
| Q4 2022 | $17,485 | +9.2% | 425 | 0.0% | 0.00% | – |
| Q3 2022 | $16,010 | -3.4% | 425 | 0.0% | 0.00% | – |
| Q2 2022 | $16,567 | -12.2% | 425 | 0.0% | 0.00% | – |
| Q1 2022 | $18,879 | +15.9% | 425 | +8.1% | 0.00% | – |
| Q3 2021 | $16,290 | -1.2% | 393 | 0.0% | 0.00% | – |
| Q2 2021 | $16,486 | +3.8% | 393 | 0.0% | 0.00% | – |
| Q1 2021 | $15,885 | -64.1% | 393 | -69.1% | 0.00% | -100.0% |
| Q4 2020 | $44,244 | +289.3% | 1,271 | +223.4% | 0.00% | – |
| Q3 2020 | $11,366 | +2.0% | 393 | 0.0% | 0.00% | – |
| Q2 2020 | $11,138 | +17.3% | 393 | 0.0% | 0.00% | – |
| Q1 2020 | $9,495 | -36.5% | 393 | 0.0% | 0.00% | – |
| Q4 2019 | $14,950 | +4.8% | 393 | 0.0% | 0.00% | – |
| Q3 2019 | $14,270 | +0.3% | 393 | 0.0% | 0.00% | -100.0% |
| Q2 2019 | $14,227 | +1.2% | 393 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $14,065 | +13.1% | 393 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $12,431 | -14.2% | 393 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $14,494 | +3.0% | 393 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $14,069 | +4.9% | 393 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $13,409 | – | 393 | – | 0.00% | – |
Download | ||||||
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% |