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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $296 | -99.8% | 7,232 | +65.0% | 0.02% | +228.6% |
| Q1 2021 | $189,000 | +21.9% | 4,383 | -1.3% | 0.01% | 0.0% |
| Q4 2020 | $155,000 | +14.8% | 4,439 | -4.8% | 0.01% | 0.0% |
| Q3 2020 | $135,000 | -30.8% | 4,665 | -32.2% | 0.01% | -36.4% |
| Q2 2020 | $195,000 | -31.3% | 6,885 | -41.4% | 0.01% | -47.6% |
| Q1 2020 | $284,000 | -50.8% | 11,753 | -22.5% | 0.02% | -52.3% |
| Q4 2019 | $577,000 | -2.5% | 15,169 | -7.0% | 0.04% | -10.2% |
| Q3 2019 | $592,000 | -47.3% | 16,303 | -48.1% | 0.05% | -60.8% |
| Q1 2019 | $1,123,000 | +11.7% | 31,385 | -1.2% | 0.12% | -12.0% |
| Q4 2018 | $1,005,000 | – | 31,772 | – | 0.14% | – |
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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% |