WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 309 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $340,705 | -2.6% | 8,318 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $349,771 | +2.6% | 8,318 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $340,871 | +99569.9% | 8,318 | 0.0% | 0.01% | -9.1% |
Q4 2022 | $342 | -99.9% | 8,318 | -50.0% | 0.01% | 0.0% |
Q3 2022 | $313,313 | -3.3% | 16,636 | +100.0% | 0.01% | 0.0% |
Q2 2022 | $324,000 | -12.2% | 8,318 | 0.0% | 0.01% | -21.4% |
Q1 2022 | $369,000 | 0.0% | 8,318 | 0.0% | 0.01% | +7.7% |
Q4 2021 | $369,000 | +7.0% | 8,318 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $345,000 | -31.8% | 8,318 | -31.0% | 0.01% | -31.6% |
Q2 2021 | $506,000 | +3.9% | 12,052 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $487,000 | +16.0% | 12,052 | 0.0% | 0.02% | +5.6% |
Q4 2020 | $420,000 | +20.3% | 12,052 | 0.0% | 0.02% | +5.9% |
Q3 2020 | $349,000 | -22.3% | 12,052 | -24.0% | 0.02% | -26.1% |
Q2 2020 | $449,000 | -22.2% | 15,848 | -33.7% | 0.02% | -34.3% |
Q1 2020 | $577,000 | -43.3% | 23,896 | -10.6% | 0.04% | -30.0% |
Q4 2019 | $1,017,000 | -10.4% | 26,738 | -14.4% | 0.05% | -12.3% |
Q3 2019 | $1,135,000 | -6.6% | 31,254 | -6.9% | 0.06% | -8.1% |
Q2 2019 | $1,215,000 | -2.6% | 33,558 | -3.7% | 0.06% | -4.6% |
Q1 2019 | $1,248,000 | +1.0% | 34,861 | -10.8% | 0.06% | -4.4% |
Q4 2018 | $1,236,000 | -14.2% | 39,066 | 0.0% | 0.07% | -4.2% |
Q3 2018 | $1,441,000 | +3.0% | 39,066 | 0.0% | 0.07% | -1.4% |
Q2 2018 | $1,399,000 | +5.0% | 39,066 | 0.0% | 0.07% | +2.9% |
Q1 2018 | $1,333,000 | -9.6% | 39,066 | -6.5% | 0.07% | -7.9% |
Q4 2017 | $1,474,000 | -8.9% | 41,766 | +158.0% | 0.08% | -13.6% |
Q3 2017 | $1,618,000 | +2.2% | 16,190 | 0.0% | 0.09% | +1.1% |
Q2 2017 | $1,583,000 | +0.3% | 16,190 | 0.0% | 0.09% | 0.0% |
Q1 2017 | $1,579,000 | +1.3% | 16,190 | -1.9% | 0.09% | -2.2% |
Q4 2016 | $1,558,000 | -3.5% | 16,509 | -7.1% | 0.09% | -3.3% |
Q3 2016 | $1,615,000 | -1.2% | 17,771 | -2.7% | 0.09% | -1.1% |
Q2 2016 | $1,634,000 | -24.0% | 18,256 | -26.9% | 0.09% | -26.8% |
Q1 2016 | $2,149,000 | -12.2% | 24,957 | -17.9% | 0.13% | -12.4% |
Q4 2015 | $2,448,000 | -36.2% | 30,409 | -38.5% | 0.14% | -37.8% |
Q3 2015 | $3,837,000 | -9.9% | 49,410 | -4.1% | 0.23% | -2.5% |
Q2 2015 | $4,258,000 | -14.2% | 51,519 | -10.6% | 0.24% | -11.8% |
Q1 2015 | $4,960,000 | -3.9% | 57,619 | -6.5% | 0.27% | -17.6% |
Q4 2014 | $5,163,000 | +4.4% | 61,657 | -2.4% | 0.33% | +1.9% |
Q3 2014 | $4,944,000 | -5.8% | 63,162 | -1.7% | 0.32% | -18.4% |
Q2 2014 | $5,248,000 | – | 64,265 | – | 0.40% | – |
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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% |