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 | $534,851 | +3.9% | 13,001 | -4.9% | 0.04% | -4.3% |
| Q3 2022 | $515,000 | -3.2% | 13,671 | +0.2% | 0.05% | 0.0% |
| Q2 2022 | $532,000 | -11.6% | 13,645 | +0.8% | 0.05% | -2.1% |
| Q1 2022 | $602,000 | +0.3% | 13,536 | 0.0% | 0.05% | +4.4% |
| Q4 2021 | $600,000 | +7.0% | 13,536 | 0.0% | 0.04% | -2.2% |
| Q3 2021 | $561,000 | +9.8% | 13,536 | +11.2% | 0.05% | +9.5% |
| Q2 2021 | $511,000 | +43.1% | 12,172 | +37.7% | 0.04% | +35.5% |
| Q1 2021 | $357,000 | -59.4% | 8,840 | -62.9% | 0.03% | -22.5% |
| Q4 2020 | $879,000 | +120.3% | 23,843 | +72.6% | 0.04% | 0.0% |
| Q3 2020 | $399,000 | -15.6% | 13,812 | -17.2% | 0.04% | -21.6% |
| Q2 2020 | $473,000 | -51.1% | 16,679 | -58.3% | 0.05% | -58.9% |
| Q1 2020 | $967,000 | -51.1% | 40,006 | -23.1% | 0.12% | -43.4% |
| Q4 2019 | $1,979,000 | +9.4% | 52,035 | +4.4% | 0.22% | +0.5% |
| Q3 2019 | $1,809,000 | +19.3% | 49,829 | +19.0% | 0.22% | +21.1% |
| Q2 2019 | $1,516,000 | -0.1% | 41,874 | -1.3% | 0.18% | +2.3% |
| Q1 2019 | $1,518,000 | -7.9% | 42,418 | -18.6% | 0.18% | -17.4% |
| Q4 2018 | $1,648,000 | -23.9% | 52,096 | -11.3% | 0.21% | -17.1% |
| Q3 2018 | $2,166,000 | +17.8% | 58,730 | +14.3% | 0.26% | +12.7% |
| Q2 2018 | $1,839,000 | +0.7% | 51,377 | -4.0% | 0.23% | +0.4% |
| Q1 2018 | $1,826,000 | -22.4% | 53,514 | -19.7% | 0.23% | -19.2% |
| Q4 2017 | $2,352,000 | +8.2% | 66,664 | +206.5% | 0.28% | +4.1% |
| Q3 2017 | $2,174,000 | -3.5% | 21,750 | -5.6% | 0.27% | -5.9% |
| Q2 2017 | $2,252,000 | +6.0% | 23,041 | +5.8% | 0.29% | +4.4% |
| Q1 2017 | $2,124,000 | +25.2% | 21,776 | +21.1% | 0.28% | +5.0% |
| Q4 2016 | $1,697,000 | -3.0% | 17,977 | -6.6% | 0.26% | -0.4% |
| Q3 2016 | $1,749,000 | +16.7% | 19,244 | +14.9% | 0.26% | +12.9% |
| Q2 2016 | $1,499,000 | +92.4% | 16,752 | +85.1% | 0.23% | +86.4% |
| Q1 2016 | $779,000 | – | 9,052 | – | 0.12% | – |
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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% |