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 | $811,172 | -4.0% | 19,804 | -1.5% | 0.09% | -2.3% |
| Q2 2023 | $845,205 | +6.3% | 20,100 | +3.6% | 0.09% | -6.4% |
| Q1 2023 | $794,766 | +3.7% | 19,394 | +4.1% | 0.09% | -2.1% |
| Q4 2022 | $766,191 | +12.3% | 18,624 | +2.9% | 0.10% | +12.9% |
| Q3 2022 | $682,000 | -1.4% | 18,104 | +2.0% | 0.08% | -4.5% |
| Q2 2022 | $692,000 | -10.5% | 17,744 | +2.0% | 0.09% | +8.5% |
| Q1 2022 | $773,000 | +39.8% | 17,399 | +39.5% | 0.08% | +39.0% |
| Q4 2021 | $553,000 | +55.3% | 12,469 | +45.1% | 0.06% | +40.5% |
| Q3 2021 | $356,000 | +8.2% | 8,594 | +9.5% | 0.04% | +7.7% |
| Q2 2021 | $329,000 | +14.6% | 7,849 | +10.6% | 0.04% | +2.6% |
| Q1 2021 | $287,000 | +31.7% | 7,094 | +13.4% | 0.04% | +22.6% |
| Q4 2020 | $218,000 | +183.1% | 6,254 | +136.1% | 0.03% | +158.3% |
| Q3 2020 | $77,000 | +57.1% | 2,649 | +54.4% | 0.01% | +50.0% |
| Q2 2020 | $49,000 | +2350.0% | 1,716 | +3077.8% | 0.01% | – |
| Q1 2018 | $2,000 | – | 54 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Noven Financial Group, Inc. | 161,765 | $15,267,000 | 10.46% |
| RELIANCE TRUST CO | 7,496 | $717,000 | 7.60% |
| NewFocus Financial Group, LLC | 109,995 | $10,381,000 | 7.00% |
| Linscomb Wealth, Inc. | 693,358 | $65,439,000 | 6.09% |
| Coyle Financial Counsel LLC | 28,531 | $2,693,000 | 5.80% |
| TMD & ASSOCIATES, INC | 67,370 | $6,358,000 | 5.52% |
| INSPIRION WEALTH ADVISORS, LLC | 72,848 | $6,875,000 | 4.36% |
| Live Your Vision, LLC | 96,775 | $9,134,000 | 3.88% |
| Cardan Capital Partners, LLC | 157,489 | $14,864,000 | 3.31% |
| Jacobus Wealth Management, Inc. | 119,169 | $11,247,000 | 3.29% |