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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $514,381 | -2.6% | 12,558 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $528,069 | -5.3% | 12,558 | -7.7% | 0.01% | -22.2% |
| Q1 2023 | $557,866 | -1.8% | 13,613 | -1.4% | 0.02% | -14.3% |
| Q4 2022 | $568,025 | -14.8% | 13,807 | -22.0% | 0.02% | -19.2% |
| Q3 2022 | $667,000 | -11.1% | 17,702 | -8.0% | 0.03% | -7.1% |
| Q2 2022 | $750,000 | -12.9% | 19,238 | -0.8% | 0.03% | +3.7% |
| Q1 2022 | $861,000 | -1.3% | 19,384 | -1.4% | 0.03% | 0.0% |
| Q4 2021 | $872,000 | +5.3% | 19,657 | -1.6% | 0.03% | -3.6% |
| Q3 2021 | $828,000 | -11.4% | 19,978 | -10.4% | 0.03% | -12.5% |
| Q2 2021 | $935,000 | +3.8% | 22,294 | 0.0% | 0.03% | -20.0% |
| Q1 2021 | $901,000 | -53.1% | 22,294 | -59.6% | 0.04% | -11.1% |
| Q4 2020 | $1,920,000 | +127.8% | 55,160 | +89.2% | 0.04% | -2.2% |
| Q3 2020 | $843,000 | -52.9% | 29,155 | -53.8% | 0.05% | -13.2% |
| Q2 2020 | $1,788,000 | +14.2% | 63,100 | -2.7% | 0.05% | -10.2% |
| Q1 2020 | $1,566,000 | -5.4% | 64,846 | +49.1% | 0.06% | -42.2% |
| Q4 2019 | $1,655,000 | +3.1% | 43,494 | -1.6% | 0.10% | -9.7% |
| Q3 2019 | $1,606,000 | – | 44,218 | – | 0.11% | – |
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% |