WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 360 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,643,226 | -3.0% | 64,532 | -0.4% | 0.00% | 0.0% |
| Q2 2023 | $2,724,354 | +15.2% | 64,788 | +12.3% | 0.00% | 0.0% |
| Q1 2023 | $2,364,404 | -28.6% | 57,697 | -28.4% | 0.00% | -33.3% |
| Q4 2022 | $3,313,084 | +152.1% | 80,527 | +130.8% | 0.01% | +200.0% |
| Q3 2022 | $1,314,000 | +107.3% | 34,885 | +116.2% | 0.00% | +100.0% |
| Q2 2022 | $634,000 | +71.8% | 16,138 | +94.0% | 0.00% | 0.0% |
| Q1 2022 | $369,000 | +32.7% | 8,317 | +32.5% | 0.00% | – |
| Q4 2021 | $278,000 | -7.0% | 6,276 | -12.9% | 0.00% | – |
| Q3 2021 | $299,000 | +48.0% | 7,204 | +49.6% | 0.00% | – |
| Q2 2021 | $202,000 | +112.6% | 4,817 | +104.6% | 0.00% | – |
| Q1 2021 | $95,000 | -26.4% | 2,354 | -36.6% | 0.00% | – |
| Q4 2020 | $129,000 | – | 3,711 | – | 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% |