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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $203,584 | -22.9% | 4,949 | -16.7% | 0.08% | -9.7% |
| Q1 2022 | $264,000 | +0.4% | 5,941 | +0.0% | 0.09% | +8.1% |
| Q4 2021 | $263,000 | +6.9% | 5,940 | +0.1% | 0.09% | +1.2% |
| Q3 2021 | $246,000 | -1.2% | 5,937 | +0.0% | 0.08% | +3.7% |
| Q2 2021 | $249,000 | +4.6% | 5,935 | +0.8% | 0.08% | -6.8% |
| Q1 2021 | $238,000 | +16.1% | 5,889 | +0.0% | 0.09% | +8.6% |
| Q4 2020 | $205,000 | -6.0% | 5,888 | -23.4% | 0.08% | -25.0% |
| Q2 2020 | $218,000 | -20.1% | 7,683 | +6.9% | 0.11% | -17.6% |
| Q4 2019 | $273,000 | -4.5% | 7,188 | -8.9% | 0.13% | -7.7% |
| Q3 2019 | $286,000 | -2.4% | 7,887 | -2.4% | 0.14% | -11.2% |
| Q2 2019 | $293,000 | +5.0% | 8,085 | +3.9% | 0.16% | +7.4% |
| Q1 2019 | $279,000 | +18.7% | 7,785 | +4.9% | 0.15% | -1.3% |
| Q4 2018 | $235,000 | -2.9% | 7,420 | +13.3% | 0.15% | +18.0% |
| Q3 2018 | $242,000 | – | 6,550 | – | 0.13% | – |
Download | ||||||
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% |