WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 279 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $5,120,000 | -17.0% | 180,663 | -29.2% | 0.31% | -31.9% |
| Q1 2020 | $6,167,000 | -34.8% | 255,139 | +2.7% | 0.46% | -18.1% |
| Q4 2019 | $9,453,000 | +10.9% | 248,514 | +5.8% | 0.56% | +3.5% |
| Q3 2019 | $8,527,000 | -2.8% | 234,845 | -3.1% | 0.54% | -4.4% |
| Q2 2019 | $8,770,000 | +5.7% | 242,257 | +4.5% | 0.56% | +5.2% |
| Q1 2019 | $8,297,000 | +33.0% | 231,829 | +17.5% | 0.54% | +24.9% |
| Q4 2018 | $6,239,000 | +15.2% | 197,259 | +34.4% | 0.43% | +30.4% |
| Q3 2018 | $5,415,000 | +8.5% | 146,822 | +5.3% | 0.33% | -17.8% |
| Q2 2018 | $4,993,000 | +272.1% | 139,483 | +254.7% | 0.40% | +270.4% |
| Q1 2018 | $1,342,000 | +194.3% | 39,325 | +204.0% | 0.11% | +200.0% |
| Q4 2017 | $456,000 | – | 12,935 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Melone Private Wealth, LLC | 314,888 | $12,897,820 | 9.22% |
| Financial Planning & Information Services, Inc. | 1,101,183 | $45,104,439 | 8.40% |
| Coulter & Justus Financial Services, LLC | 218,411 | $8,946,112 | 6.51% |
| INVENIO WEALTH PARTNERS LLC | 155,109 | $6,353,265 | 5.78% |
| IAG Wealth Partners, LLC | 489,615 | $20,054,653 | 5.59% |
| Linscomb & Williams, Inc. | 1,994,714 | $81,703,473 | 4.78% |
| Team Financial Group, LLC | 104,962 | $4,299,253 | 3.55% |
| Marion Wealth Management | 238,136 | $9,754,064 | 3.44% |
| Private Wealth Strategies, L.L.C. | 260,518 | $10,670,804 | 2.66% |
| Soltis Investment Advisors LLC | 440,067 | $18,025,147 | 2.32% |