WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 304 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6 | 0.0% | 150 | 0.0% | 0.00% | – |
Q2 2023 | $6 | 0.0% | 150 | 0.0% | 0.00% | – |
Q1 2023 | $6 | 0.0% | 150 | 0.0% | 0.00% | – |
Q4 2022 | $6 | -99.9% | 150 | 0.0% | 0.00% | – |
Q3 2022 | $6,000 | 0.0% | 150 | 0.0% | 0.00% | – |
Q2 2022 | $6,000 | -14.3% | 150 | 0.0% | 0.00% | – |
Q1 2022 | $7,000 | 0.0% | 150 | 0.0% | 0.00% | – |
Q4 2021 | $7,000 | +16.7% | 150 | 0.0% | 0.00% | – |
Q3 2021 | $6,000 | 0.0% | 150 | 0.0% | 0.00% | – |
Q2 2021 | $6,000 | 0.0% | 150 | 0.0% | 0.00% | – |
Q1 2021 | $6,000 | +20.0% | 150 | 0.0% | 0.00% | – |
Q4 2020 | $5,000 | +25.0% | 150 | 0.0% | 0.00% | – |
Q3 2020 | $4,000 | 0.0% | 150 | 0.0% | 0.00% | – |
Q2 2020 | $4,000 | 0.0% | 150 | 0.0% | 0.00% | – |
Q1 2020 | $4,000 | -33.3% | 150 | 0.0% | 0.00% | – |
Q4 2019 | $6,000 | +20.0% | 150 | 0.0% | 0.00% | – |
Q3 2019 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | – |
Q2 2019 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | – |
Q1 2019 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | – |
Q4 2018 | $5,000 | -16.7% | 150 | 0.0% | 0.00% | – |
Q3 2018 | $6,000 | – | 150 | – | 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% |