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 2023 | $455,721 | -13.0% | 11,126 | -10.7% | 0.06% | -16.0% |
| Q2 2023 | $523,866 | +4.3% | 12,458 | +0.1% | 0.08% | -7.4% |
| Q1 2023 | $502,268 | -1.9% | 12,451 | +0.0% | 0.08% | -19.0% |
| Q4 2022 | $512,001 | +8.2% | 12,445 | -0.9% | 0.10% | 0.0% |
| Q3 2022 | $473,000 | -3.3% | 12,561 | +0.1% | 0.10% | -2.9% |
| Q2 2022 | $489,000 | -15.1% | 12,553 | -2.0% | 0.10% | -1.9% |
| Q1 2022 | $576,000 | -26.0% | 12,805 | -27.9% | 0.10% | -16.7% |
| Q4 2021 | $778,000 | -7.9% | 17,767 | -13.8% | 0.13% | -17.1% |
| Q3 2021 | $845,000 | 0.0% | 20,614 | 0.0% | 0.15% | 0.0% |
| Q2 2021 | $845,000 | +1.4% | 20,614 | 0.0% | 0.15% | -7.3% |
| Q1 2021 | $833,000 | +14.7% | 20,614 | -1.2% | 0.16% | +9.3% |
| Q4 2020 | $726,000 | +57.8% | 20,855 | +31.2% | 0.15% | +17.2% |
| Q3 2020 | $460,000 | +0.9% | 15,890 | -1.2% | 0.13% | -18.5% |
| Q2 2020 | $456,000 | +15.4% | 16,090 | -1.7% | 0.16% | +823.5% |
| Q1 2020 | $395,000 | -63.9% | 16,370 | -43.0% | 0.02% | -85.2% |
| Q4 2019 | $1,093,000 | +4.9% | 28,721 | +0.0% | 0.12% | -1.7% |
| Q3 2019 | $1,042,000 | +65.7% | 28,707 | +65.3% | 0.12% | -57.3% |
| Q2 2019 | $629,000 | +1.1% | 17,370 | 0.0% | 0.27% | -11.9% |
| Q1 2019 | $622,000 | +10.5% | 17,370 | -2.4% | 0.31% | -5.2% |
| Q4 2018 | $563,000 | -15.7% | 17,805 | -1.7% | 0.33% | -8.4% |
| Q3 2018 | $668,000 | +159.9% | 18,105 | +151.9% | 0.36% | +132.5% |
| Q2 2018 | $257,000 | -99.8% | 7,187 | +373.1% | 0.15% | -12.0% |
| Q4 2016 | $143,361,000 | – | 1,519 | – | 0.18% | – |
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% |