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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,298,000 | +7.0% | 29,269 | 0.0% | 0.02% | -4.5% |
| Q3 2021 | $1,213,000 | -1.2% | 29,269 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $1,228,000 | +3.8% | 29,269 | 0.0% | 0.02% | -4.3% |
| Q1 2021 | $1,183,000 | +16.1% | 29,269 | 0.0% | 0.02% | +4.5% |
| Q4 2020 | $1,019,000 | +20.4% | 29,269 | 0.0% | 0.02% | +10.0% |
| Q3 2020 | $846,000 | +2.1% | 29,269 | 0.0% | 0.02% | -13.0% |
| Q2 2020 | $829,000 | +17.3% | 29,269 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $707,000 | -36.5% | 29,269 | 0.0% | 0.02% | -20.7% |
| Q4 2019 | $1,113,000 | +4.7% | 29,269 | 0.0% | 0.03% | -3.3% |
| Q3 2019 | $1,063,000 | +0.3% | 29,269 | 0.0% | 0.03% | -3.2% |
| Q2 2019 | $1,060,000 | +1.1% | 29,269 | 0.0% | 0.03% | -3.1% |
| Q1 2019 | $1,048,000 | +13.2% | 29,269 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $926,000 | -31.0% | 29,269 | -19.6% | 0.03% | -23.8% |
| Q3 2018 | $1,343,000 | +9.8% | 36,409 | +6.5% | 0.04% | +5.0% |
| Q2 2018 | $1,223,000 | +4.9% | 34,183 | 0.0% | 0.04% | +2.6% |
| Q1 2018 | $1,166,000 | – | 34,183 | – | 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% |