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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $14,466 | +2.6% | 344 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $14,098 | -0.4% | 344 | 0.0% | 0.00% | -50.0% |
| Q4 2022 | $14,152 | +8.9% | 344 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $13,000 | 0.0% | 344 | 0.0% | 0.00% | +100.0% |
| Q2 2022 | $13,000 | -13.3% | 344 | 0.0% | 0.00% | -50.0% |
| Q1 2022 | $15,000 | 0.0% | 344 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $15,000 | +7.1% | 344 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $14,000 | 0.0% | 344 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $14,000 | 0.0% | 344 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $14,000 | +16.7% | 344 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $12,000 | +20.0% | 344 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | -23.1% | 344 | -24.6% | 0.00% | 0.0% |
| Q2 2020 | $13,000 | -7.1% | 456 | -20.8% | 0.00% | -33.3% |
| Q1 2020 | $14,000 | -61.1% | 576 | -39.0% | 0.00% | -50.0% |
| Q4 2019 | $36,000 | +63.6% | 944 | +57.3% | 0.01% | +50.0% |
| Q3 2019 | $22,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $22,000 | +4.8% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $21,000 | +10.5% | 600 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $19,000 | -13.6% | 600 | 0.0% | 0.00% | -20.0% |
| Q3 2018 | $22,000 | +4.8% | 600 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $21,000 | – | 600 | – | 0.01% | – |
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% |