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 | $40,311 | -7.2% | 861,894 | -3.2% | 0.06% | -11.1% |
| Q1 2024 | $43,433 | +19.1% | 890,564 | +11.6% | 0.07% | +7.5% |
| Q4 2023 | $36,454 | +12.5% | 797,855 | +0.9% | 0.07% | 0.0% |
| Q3 2023 | $32,396 | +1.3% | 790,910 | +4.0% | 0.07% | +3.1% |
| Q2 2023 | $31,976 | +5.0% | 760,423 | +2.3% | 0.06% | +1.6% |
| Q1 2023 | $30,451 | +3.4% | 743,080 | +3.8% | 0.06% | -9.9% |
| Q4 2022 | $29,452 | -99.9% | 715,910 | +2.5% | 0.07% | +4.4% |
| Q3 2022 | $26,307,000 | +1.2% | 698,355 | +4.8% | 0.07% | 0.0% |
| Q2 2022 | $25,986,000 | -11.4% | 666,664 | +1.0% | 0.07% | +1.5% |
| Q1 2022 | $29,325,000 | +1.6% | 660,176 | +1.5% | 0.07% | +3.1% |
| Q4 2021 | $28,849,000 | +4.7% | 650,341 | -2.1% | 0.06% | -5.8% |
| Q3 2021 | $27,544,000 | +0.1% | 664,523 | +1.3% | 0.07% | -1.4% |
| Q2 2021 | $27,511,000 | +4.7% | 655,820 | +0.8% | 0.07% | -5.4% |
| Q1 2021 | $26,285,000 | +3.3% | 650,305 | -11.1% | 0.07% | -3.9% |
| Q4 2020 | $25,450,000 | +34.1% | 731,126 | +11.4% | 0.08% | +18.5% |
| Q3 2020 | $18,980,000 | -13.3% | 656,313 | -15.0% | 0.06% | -21.7% |
| Q2 2020 | $21,885,000 | -20.1% | 772,245 | -31.9% | 0.08% | -35.2% |
| Q1 2020 | $27,407,000 | -31.9% | 1,134,413 | +7.3% | 0.13% | -16.3% |
| Q4 2019 | $40,216,000 | +13.9% | 1,057,218 | +8.8% | 0.15% | +1.3% |
| Q3 2019 | $35,294,000 | -13.6% | 972,035 | -13.8% | 0.15% | -16.1% |
| Q2 2019 | $40,835,000 | +6.4% | 1,128,040 | +5.2% | 0.18% | +1.7% |
| Q1 2019 | $38,363,000 | +18.7% | 1,071,905 | +4.9% | 0.18% | +2.9% |
| Q4 2018 | $32,322,000 | -19.6% | 1,021,888 | -6.2% | 0.17% | -10.4% |
| Q3 2018 | $40,185,000 | +7.2% | 1,089,642 | +4.0% | 0.19% | -2.0% |
| Q2 2018 | $37,498,000 | +14.4% | 1,047,436 | +9.0% | 0.20% | +10.1% |
| Q1 2018 | $32,788,000 | -1.6% | 960,977 | +1.8% | 0.18% | -2.2% |
| Q4 2017 | $33,312,000 | – | 944,215 | – | 0.18% | – |
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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% |