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 | $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 | 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% |