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 2020 | $200,000 | -1.0% | 6,927 | -2.8% | 0.09% | -6.5% |
| Q2 2020 | $202,000 | +37.4% | 7,125 | +16.9% | 0.09% | +15.0% |
| Q1 2020 | $147,000 | -25.4% | 6,093 | +17.7% | 0.08% | -9.1% |
| Q4 2019 | $197,000 | +217.7% | 5,178 | +203.7% | 0.09% | +203.4% |
| Q3 2019 | $62,000 | +169.6% | 1,705 | +163.9% | 0.03% | +163.6% |
| Q2 2019 | $23,000 | +43.8% | 646 | +48.5% | 0.01% | +22.2% |
| Q1 2019 | $16,000 | +14.3% | 435 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $14,000 | -12.5% | 435 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $16,000 | 0.0% | 435 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $16,000 | +6.7% | 435 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $15,000 | – | 435 | – | 0.01% | – |
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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% |