WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 359 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.32 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $567,378 | +15.5% | 13,852 | +18.6% | 0.00% | – |
| Q2 2023 | $491,260 | -34.6% | 11,683 | -36.2% | 0.00% | – |
| Q1 2023 | $750,780 | +115.9% | 18,320 | +116.7% | 0.00% | – |
| Q4 2022 | $347,770 | +38.6% | 8,453 | +26.8% | 0.00% | – |
| Q3 2022 | $251,000 | -12.2% | 6,668 | -9.1% | 0.00% | – |
| Q2 2022 | $286,000 | -15.9% | 7,334 | -4.2% | 0.00% | – |
| Q1 2022 | $340,000 | -3.7% | 7,653 | -4.1% | 0.00% | – |
| Q4 2021 | $353,000 | +42.3% | 7,977 | +33.1% | 0.00% | – |
| Q3 2021 | $248,000 | -23.7% | 5,991 | -22.6% | 0.00% | – |
| Q2 2021 | $325,000 | +57.8% | 7,740 | +51.6% | 0.00% | – |
| Q1 2021 | $206,000 | +41.1% | 5,107 | +21.4% | 0.00% | – |
| Q4 2020 | $146,000 | +69.8% | 4,206 | +41.9% | 0.00% | – |
| Q3 2020 | $86,000 | +50.9% | 2,964 | +46.0% | 0.00% | – |
| Q2 2020 | $57,000 | -52.5% | 2,030 | -59.2% | 0.00% | – |
| Q1 2020 | $120,000 | -22.1% | 4,973 | +23.3% | 0.00% | – |
| Q4 2019 | $154,000 | +52.5% | 4,034 | +45.8% | 0.00% | – |
| Q3 2019 | $101,000 | +98.0% | 2,766 | +96.2% | 0.00% | – |
| Q2 2019 | $51,000 | -43.3% | 1,410 | -44.0% | 0.00% | – |
| Q1 2019 | $90,000 | +4400.0% | 2,516 | +3346.6% | 0.00% | – |
| Q4 2018 | $2,000 | -99.8% | 73 | -99.8% | 0.00% | – |
| Q3 2018 | $1,128,000 | +3.1% | 30,565 | +0.1% | 0.00% | – |
| Q2 2018 | $1,094,000 | -31.3% | 30,549 | -34.5% | 0.00% | – |
| Q1 2018 | $1,592,000 | – | 46,659 | – | 0.00% | – |
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% |