WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 308 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 0.76 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $249,000 | +22.1% | 8,620 | +2.2% | 0.00% | 0.0% |
| Q1 2020 | $204,000 | -44.3% | 8,431 | -12.4% | 0.00% | 0.0% |
| Q4 2019 | $366,000 | +5.5% | 9,620 | +0.6% | 0.00% | 0.0% |
| Q3 2019 | $347,000 | +9.8% | 9,560 | +9.7% | 0.00% | 0.0% |
| Q2 2019 | $316,000 | +1.9% | 8,716 | +0.5% | 0.00% | 0.0% |
| Q1 2019 | $310,000 | +19.2% | 8,673 | +5.4% | 0.00% | 0.0% |
| Q4 2018 | $260,000 | -10.7% | 8,230 | +4.4% | 0.00% | 0.0% |
| Q3 2018 | $291,000 | +3.6% | 7,886 | +0.4% | 0.00% | 0.0% |
| Q2 2018 | $281,000 | +5.2% | 7,852 | +0.4% | 0.00% | 0.0% |
| Q1 2018 | $267,000 | -5.0% | 7,822 | -1.7% | 0.00% | 0.0% |
| Q4 2017 | $281,000 | +6.4% | 7,958 | +201.3% | 0.00% | 0.0% |
| Q3 2017 | $264,000 | – | 2,641 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 930,278 | $38,560,000 | 10.49% |
| JD Financial Services Inc. | 163,620 | $6,782,000 | 6.19% |
| Financial Insights, Inc. | 139,106 | $5,766,000 | 5.30% |
| Linscomb Wealth, Inc. | 2,420,622 | $100,335,000 | 5.17% |
| IAG Wealth Partners, LLC | 342,375 | $14,192,000 | 5.05% |
| Ten Capital Wealth Advisors, LLC | 253,327 | $10,500,000 | 4.91% |
| Private Wealth Strategies, L.L.C. | 258,403 | $10,704,000 | 2.68% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 122,035 | $5,058,000 | 2.55% |
| Concord Wealth Partners | 142,573 | $5,910,000 | 2.42% |
| JNBA Financial Advisors | 391,308 | $16,220,000 | 2.18% |