WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 348 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,853,722 | -9.6% | 72,540 | -5.9% | 1.02% | -20.8% |
| Q1 2023 | $3,157,955 | -3.4% | 77,061 | -3.0% | 1.29% | -16.9% |
| Q4 2022 | $3,269,715 | +1.2% | 79,478 | -7.4% | 1.55% | -28.8% |
| Q3 2022 | $3,232,000 | -7.2% | 85,791 | -3.9% | 2.18% | -38.5% |
| Q2 2022 | $3,482,000 | -16.5% | 89,317 | -4.9% | 3.53% | -7.8% |
| Q1 2022 | $4,172,000 | -14.9% | 93,926 | -15.0% | 3.83% | -9.4% |
| Q4 2021 | $4,904,000 | -14.9% | 110,545 | -20.5% | 4.23% | -20.2% |
| Q3 2021 | $5,766,000 | -90.3% | 139,106 | -2.3% | 5.30% | +7.2% |
| Q2 2021 | $59,750,000 | +894.3% | 142,431 | -4.2% | 4.95% | +11.5% |
| Q1 2021 | $6,009,000 | +16.4% | 148,670 | +0.2% | 4.44% | +10.9% |
| Q4 2020 | $5,164,000 | +18.8% | 148,337 | -1.3% | 4.00% | +8.1% |
| Q3 2020 | $4,347,000 | +0.5% | 150,326 | +37.2% | 3.70% | -3.6% |
| Q2 2020 | $4,325,000 | +15.3% | 109,536 | -29.5% | 3.84% | -2.8% |
| Q1 2020 | $3,751,000 | -36.0% | 155,267 | +0.7% | 3.95% | -23.1% |
| Q4 2019 | $5,863,000 | +3.6% | 154,120 | -1.2% | 5.14% | -5.2% |
| Q3 2019 | $5,661,000 | +8.3% | 155,917 | +3.8% | 5.42% | +2.2% |
| Q2 2019 | $5,229,000 | -2.5% | 150,204 | +2.8% | 5.31% | -5.1% |
| Q1 2019 | $5,364,000 | +5.9% | 146,171 | +1.0% | 5.59% | -1.2% |
| Q4 2018 | $5,067,000 | – | 144,691 | – | 5.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 930,278 | $38,560,000 | 10.49% |
| JD Financial Services Inc. | 163,620 | $6,782,000 | 6.19% |
| Financial Insights, Inc. | 139,106 | $5,766,000 | 5.30% |
| Linscomb Wealth, Inc. | 2,420,622 | $100,335,000 | 5.17% |
| IAG Wealth Partners, LLC | 342,375 | $14,192,000 | 5.05% |
| Ten Capital Wealth Advisors, LLC | 253,327 | $10,500,000 | 4.91% |
| Private Wealth Strategies, L.L.C. | 258,403 | $10,704,000 | 2.68% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 122,035 | $5,058,000 | 2.55% |
| Concord Wealth Partners | 142,573 | $5,910,000 | 2.42% |
| JNBA Financial Advisors | 391,308 | $16,220,000 | 2.18% |