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 | $391,418 | -89.3% | 9,556 | -89.0% | 0.00% | -100.0% |
| Q2 2023 | $3,655,491 | +196.0% | 86,932 | +188.5% | 0.00% | – |
| Q1 2023 | $1,234,930 | -2.5% | 30,135 | -2.1% | 0.00% | – |
| Q4 2022 | $1,266,929 | -21.7% | 30,796 | -28.3% | 0.00% | – |
| Q3 2022 | $1,618,000 | -33.8% | 42,943 | -31.5% | 0.00% | -100.0% |
| Q2 2022 | $2,444,000 | -30.6% | 62,710 | -20.9% | 0.00% | 0.0% |
| Q1 2022 | $3,521,000 | -67.9% | 79,268 | -68.0% | 0.00% | -50.0% |
| Q4 2021 | $10,985,000 | +1119.2% | 247,640 | +1038.7% | 0.00% | – |
| Q3 2021 | $901,000 | -75.8% | 21,747 | -75.5% | 0.00% | -100.0% |
| Q2 2021 | $3,727,000 | +49.0% | 88,834 | +43.5% | 0.00% | 0.0% |
| Q1 2021 | $2,501,000 | -77.0% | 61,885 | -80.2% | 0.00% | -50.0% |
| Q4 2020 | $10,879,000 | +260.6% | 312,515 | +199.6% | 0.00% | +100.0% |
| Q3 2020 | $3,017,000 | -21.2% | 104,311 | -22.8% | 0.00% | 0.0% |
| Q2 2020 | $3,831,000 | -1.5% | 135,178 | -16.0% | 0.00% | 0.0% |
| Q1 2020 | $3,890,000 | -66.3% | 161,004 | -46.9% | 0.00% | -66.7% |
| Q4 2019 | $11,544,000 | +36.3% | 303,488 | +30.1% | 0.00% | +50.0% |
| Q3 2019 | $8,470,000 | +9.7% | 233,282 | +9.4% | 0.00% | 0.0% |
| Q2 2019 | $7,718,000 | -70.3% | 213,212 | -70.7% | 0.00% | -71.4% |
| Q1 2019 | $26,030,000 | +31.6% | 727,291 | +16.3% | 0.01% | +16.7% |
| Q4 2018 | $19,785,000 | +53.8% | 625,516 | +79.4% | 0.01% | +100.0% |
| Q3 2018 | $12,861,000 | +12.5% | 348,719 | +9.2% | 0.00% | 0.0% |
| Q2 2018 | $11,433,000 | -20.7% | 319,358 | -24.4% | 0.00% | -25.0% |
| Q1 2018 | $14,414,000 | +115.4% | 422,447 | +122.7% | 0.00% | +100.0% |
| Q4 2017 | $6,693,000 | -45.1% | 189,701 | +55.5% | 0.00% | -33.3% |
| Q3 2017 | $12,190,000 | -44.1% | 121,955 | -45.3% | 0.00% | -50.0% |
| Q2 2017 | $21,796,000 | -24.7% | 222,987 | -24.9% | 0.01% | -25.0% |
| Q1 2017 | $28,946,000 | +208.7% | 296,783 | +198.7% | 0.01% | +166.7% |
| Q4 2016 | $9,376,000 | +52.9% | 99,346 | +47.2% | 0.00% | +50.0% |
| Q3 2016 | $6,132,000 | -19.7% | 67,478 | -20.9% | 0.00% | 0.0% |
| Q2 2016 | $7,633,000 | -45.6% | 85,284 | -47.6% | 0.00% | -50.0% |
| Q1 2016 | $14,026,000 | -9.8% | 162,891 | -15.7% | 0.00% | -20.0% |
| Q4 2015 | $15,552,000 | +163.2% | 193,180 | +153.9% | 0.01% | +150.0% |
| Q3 2015 | $5,909,000 | -18.6% | 76,081 | -13.4% | 0.00% | 0.0% |
| Q2 2015 | $7,260,000 | -16.2% | 87,842 | -12.7% | 0.00% | 0.0% |
| Q1 2015 | $8,665,000 | -28.6% | 100,667 | -30.5% | 0.00% | -33.3% |
| Q4 2014 | $12,134,000 | +192.3% | 144,894 | +173.3% | 0.00% | +200.0% |
| Q3 2014 | $4,151,000 | -68.7% | 53,023 | -67.3% | 0.00% | -50.0% |
| Q2 2014 | $13,256,000 | +58.9% | 162,326 | +49.9% | 0.00% | 0.0% |
| Q1 2014 | $8,342,000 | +32.7% | 108,254 | +28.5% | 0.00% | 0.0% |
| Q4 2013 | $6,284,000 | -28.9% | 84,233 | -33.8% | 0.00% | +100.0% |
| Q3 2013 | $8,840,000 | +175.3% | 127,154 | +159.7% | 0.00% | 0.0% |
| Q2 2013 | $3,211,000 | – | 48,970 | – | 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% |