WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 283 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $491,520 | +2630.7% | 12,000 | +2658.6% | 0.00% | – |
| Q2 2021 | $18,000 | 0.0% | 435 | 0.0% | 0.00% | – |
| Q1 2021 | $18,000 | +1700.0% | 435 | +935.7% | 0.00% | – |
| Q1 2020 | $1,000 | -83.3% | 42 | -72.2% | 0.00% | – |
| Q4 2019 | $6,000 | +100.0% | 151 | +101.3% | 0.00% | – |
| Q3 2019 | $3,000 | +50.0% | 75 | +66.7% | 0.00% | – |
| Q2 2019 | $2,000 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q1 2019 | $2,000 | -71.4% | 45 | -80.8% | 0.00% | – |
| Q4 2018 | $7,000 | -22.2% | 234 | 0.0% | 0.00% | – |
| Q3 2018 | $9,000 | +200.0% | 234 | +172.1% | 0.00% | – |
| Q2 2018 | $3,000 | 0.0% | 86 | 0.0% | 0.00% | – |
| Q1 2018 | $3,000 | -40.0% | 86 | -40.3% | 0.00% | – |
| Q4 2017 | $5,000 | +150.0% | 144 | +657.9% | 0.00% | – |
| Q3 2017 | $2,000 | -98.0% | 19 | -98.1% | 0.00% | – |
| Q2 2017 | $98,000 | – | 1,001 | +100000.0% | 0.00% | – |
| Q1 2017 | $0 | – | 1 | – | 0.00% | – |
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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% |