WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 209 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $43 | -4.4% | 930 | 0.0% | 0.01% | -14.3% |
| Q1 2024 | $45 | +7.1% | 930 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $42 | +10.5% | 930 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $38 | -5.0% | 930 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $40 | +5.3% | 930 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $38 | -2.6% | 930 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $39 | -99.9% | 930 | 0.0% | 0.01% | -12.5% |
| Q3 2022 | $37,000 | 0.0% | 930 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $37,000 | -9.8% | 930 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $41,000 | 0.0% | 930 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $41,000 | +5.1% | 930 | 0.0% | 0.01% | +14.3% |
| Q3 2021 | $39,000 | 0.0% | 930 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $39,000 | +2.6% | 930 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $38,000 | +18.8% | 930 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $32,000 | +3.2% | 930 | -13.6% | 0.01% | 0.0% |
| Q3 2020 | $31,000 | 0.0% | 1,077 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $31,000 | -62.2% | 1,077 | -68.3% | 0.01% | -69.6% |
| Q1 2020 | $82,000 | +256.5% | 3,393 | +465.5% | 0.02% | +283.3% |
| Q4 2019 | $23,000 | +53.3% | 600 | +287.1% | 0.01% | -14.3% |
| Q4 2016 | $15,000 | +7.1% | 155 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $14,000 | 0.0% | 155 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $14,000 | +7.7% | 155 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $13,000 | +8.3% | 155 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $12,000 | 0.0% | 155 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $12,000 | -7.7% | 155 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $13,000 | 0.0% | 155 | 0.0% | 0.01% | -12.5% |
| Q1 2015 | $13,000 | +8.3% | 155 | 0.0% | 0.01% | -11.1% |
| Q4 2014 | $12,000 | – | 155 | – | 0.01% | – |
Download | ||||||
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% |