WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 304 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,423 | +29.7% | 181,228 | +33.2% | 0.04% | +28.1% |
| Q2 2023 | $5,723 | +5.8% | 136,100 | +3.2% | 0.03% | -15.8% |
| Q1 2023 | $5,407 | -2.1% | 131,935 | -1.8% | 0.04% | +5.6% |
| Q4 2022 | $5,525 | -99.9% | 134,299 | +18.8% | 0.04% | +12.5% |
| Q3 2022 | $4,259,000 | +30.9% | 113,063 | +35.4% | 0.03% | +28.0% |
| Q2 2022 | $3,254,000 | -7.4% | 83,474 | +5.5% | 0.02% | 0.0% |
| Q1 2022 | $3,515,000 | -6.5% | 79,134 | -6.7% | 0.02% | -7.4% |
| Q4 2021 | $3,761,000 | +6.4% | 84,788 | -0.6% | 0.03% | -3.6% |
| Q3 2021 | $3,534,000 | -5.2% | 85,268 | -4.1% | 0.03% | -9.7% |
| Q2 2021 | $3,728,000 | +4.4% | 88,879 | +0.6% | 0.03% | -8.8% |
| Q1 2021 | $3,571,000 | +26.6% | 88,351 | +9.0% | 0.03% | +13.3% |
| Q4 2020 | $2,821,000 | -31.8% | 81,035 | -43.4% | 0.03% | -42.3% |
| Q3 2020 | $4,138,000 | -16.5% | 143,100 | -18.1% | 0.05% | -21.2% |
| Q2 2020 | $4,954,000 | +14.8% | 174,804 | -2.1% | 0.07% | -10.8% |
| Q1 2020 | $4,316,000 | -56.6% | 178,634 | -31.7% | 0.07% | -47.9% |
| Q4 2019 | $9,949,000 | +9.3% | 261,534 | +4.3% | 0.14% | -3.4% |
| Q3 2019 | $9,101,000 | -14.5% | 250,656 | -14.8% | 0.15% | -3.9% |
| Q2 2019 | $10,649,000 | +8.0% | 294,174 | +6.8% | 0.15% | 0.0% |
| Q1 2019 | $9,857,000 | +8.4% | 275,425 | -4.2% | 0.15% | -6.1% |
| Q4 2018 | $9,090,000 | -13.0% | 287,396 | +1.4% | 0.16% | -7.4% |
| Q3 2018 | $10,451,000 | +15.3% | 283,377 | +11.9% | 0.18% | -11.1% |
| Q2 2018 | $9,067,000 | +14.1% | 253,255 | +8.8% | 0.20% | +17.9% |
| Q1 2018 | $7,944,000 | +19.4% | 232,823 | +23.5% | 0.17% | +32.3% |
| Q4 2017 | $6,652,000 | +12.4% | 188,552 | +218.5% | 0.13% | +4.1% |
| Q3 2017 | $5,918,000 | -38.6% | 59,205 | -39.9% | 0.12% | -34.1% |
| Q2 2017 | $9,637,000 | – | 98,591 | – | 0.18% | – |
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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% |