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 2022 | $1,447,000 | -31.3% | 38,419 | -27.7% | 0.06% | -30.3% |
| Q2 2022 | $2,105,000 | -9.8% | 53,130 | +1.0% | 0.09% | -1.1% |
| Q1 2022 | $2,333,000 | +3.7% | 52,602 | +4.1% | 0.09% | -14.3% |
| Q4 2021 | $2,250,000 | +17.2% | 50,534 | +9.1% | 0.10% | +11.7% |
| Q3 2021 | $1,920,000 | +0.3% | 46,315 | +1.5% | 0.09% | +8.0% |
| Q2 2021 | $1,914,000 | +3.5% | 45,620 | -0.3% | 0.09% | -10.3% |
| Q1 2021 | $1,850,000 | +17.6% | 45,778 | +1.3% | 0.10% | +15.5% |
| Q4 2020 | $1,573,000 | +25.0% | 45,187 | +3.9% | 0.08% | -19.2% |
| Q3 2020 | $1,258,000 | +4.8% | 43,498 | +2.3% | 0.10% | -6.3% |
| Q2 2020 | $1,200,000 | +18.5% | 42,536 | -4.4% | 0.11% | +20.7% |
| Q1 2020 | $1,013,000 | -40.0% | 44,476 | +0.2% | 0.09% | -24.6% |
| Q4 2019 | $1,688,000 | +8.3% | 44,380 | +1.8% | 0.12% | +3.4% |
| Q3 2019 | $1,559,000 | -1.0% | 43,594 | +0.2% | 0.12% | 0.0% |
| Q2 2019 | $1,574,000 | +12.6% | 43,505 | +12.3% | 0.12% | 0.0% |
| Q1 2019 | $1,398,000 | +4.7% | 38,732 | -2.9% | 0.12% | -0.8% |
| Q4 2018 | $1,335,000 | -4.2% | 39,875 | +5.4% | 0.12% | -31.6% |
| Q3 2018 | $1,393,000 | +22.8% | 37,837 | +13.8% | 0.17% | +148.6% |
| Q1 2018 | $1,134,000 | -0.1% | 33,243 | +3.3% | 0.07% | -41.2% |
| Q4 2017 | $1,135,000 | -8.2% | 32,180 | +160.1% | 0.12% | -40.8% |
| Q3 2017 | $1,237,000 | +2.2% | 12,371 | -0.1% | 0.20% | +16.2% |
| Q2 2017 | $1,210,000 | – | 12,381 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 909,035 | $25,762,000 | 10.81% |
| INSPIRION WEALTH ADVISORS, LLC | 648,063 | $18,366,000 | 7.21% |
| SVA Wealth Management, LLC | 2,062,295 | $58,445,000 | 6.24% |
| Linscomb Wealth, Inc. | 2,377,334 | $67,374,000 | 4.93% |
| Private Wealth Strategies, L.L.C. | 360,619 | $10,220,000 | 4.53% |
| IAG Wealth Partners, LLC | 303,526 | $8,602,000 | 4.17% |
| Financial Insights, Inc. | 109,536 | $4,325,000 | 3.84% |
| Paracle Advisors, LLC | 518,773 | $14,702,000 | 3.43% |
| CAPITAL WEALTH MANAGEMENT, LLC | 79,809 | $2,262,000 | 2.41% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 115,732 | $3,280,000 | 2.24% |