WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 347 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,440 | -2.6% | 792 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $33,304 | +2.6% | 792 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $32,456 | -0.4% | 792 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $32,583 | +8.6% | 792 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $30,000 | -3.2% | 792 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $31,000 | -11.4% | 792 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $35,000 | -10.3% | 792 | -10.0% | 0.00% | 0.0% |
| Q4 2021 | $39,000 | +8.3% | 880 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $36,000 | -2.7% | 880 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $37,000 | +2.8% | 880 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $36,000 | +16.1% | 880 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $31,000 | -42.6% | 880 | -52.6% | 0.00% | 0.0% |
| Q3 2020 | $54,000 | +1.9% | 1,855 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $53,000 | +152.4% | 1,855 | +110.8% | 0.00% | 0.0% |
| Q1 2020 | $21,000 | -36.4% | 880 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $33,000 | -53.5% | 880 | -54.8% | 0.00% | -50.0% |
| Q3 2019 | $71,000 | +121.9% | 1,945 | +121.0% | 0.00% | +100.0% |
| Q2 2019 | $32,000 | -33.3% | 880 | -34.8% | 0.00% | 0.0% |
| Q1 2019 | $48,000 | – | 1,350 | – | 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% |