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 | $4,961,828 | +0.4% | 121,137 | +3.1% | 0.47% | +6.1% |
| Q2 2023 | $4,942,166 | +19.6% | 117,530 | +16.6% | 0.44% | +8.6% |
| Q1 2023 | $4,130,961 | +7.8% | 100,804 | -0.9% | 0.41% | -4.9% |
| Q3 2022 | $3,832,000 | -3.1% | 101,722 | +0.2% | 0.43% | -2.5% |
| Q2 2022 | $3,955,000 | -8.5% | 101,474 | +4.3% | 0.44% | +4.3% |
| Q1 2022 | $4,323,000 | +5.9% | 97,330 | +6.0% | 0.42% | +8.0% |
| Q4 2021 | $4,081,000 | +9.5% | 91,782 | +2.1% | 0.39% | -2.0% |
| Q3 2021 | $3,727,000 | +4.3% | 89,927 | +5.6% | 0.40% | +5.6% |
| Q2 2021 | $3,574,000 | +29.2% | 85,185 | +24.4% | 0.38% | +15.0% |
| Q1 2021 | $2,767,000 | +27.3% | 68,465 | +9.6% | 0.33% | +19.8% |
| Q4 2020 | $2,174,000 | +31.4% | 62,449 | +9.1% | 0.27% | +11.4% |
| Q3 2020 | $1,655,000 | +9.7% | 57,215 | +7.4% | 0.24% | +0.4% |
| Q2 2020 | $1,509,000 | -2.1% | 53,257 | -16.5% | 0.24% | -17.8% |
| Q1 2020 | $1,541,000 | -31.2% | 63,790 | +8.3% | 0.30% | -18.2% |
| Q4 2019 | $2,241,000 | +14.4% | 58,921 | +9.2% | 0.36% | +4.9% |
| Q3 2019 | $1,959,000 | +4.5% | 53,945 | +3.9% | 0.35% | +2.7% |
| Q2 2019 | $1,874,000 | -54.4% | 51,933 | -8.8% | 0.34% | -32.5% |
| Q1 2019 | $4,109,000 | +166.5% | 56,940 | +16.8% | 0.50% | +51.7% |
| Q4 2018 | $1,542,000 | -88.3% | 48,732 | -96.3% | 0.33% | +99.4% |
| Q3 2018 | $13,128,000 | -63.2% | 1,317,512 | +3.4% | 0.16% | -59.0% |
| Q2 2018 | $35,686,000 | +3030.4% | 1,274,005 | +3638.1% | 0.40% | +85.3% |
| Q1 2018 | $1,140,000 | -8.0% | 34,082 | -1.4% | 0.22% | -6.9% |
| Q4 2017 | $1,239,000 | -6.1% | 34,558 | +163.2% | 0.23% | -14.7% |
| Q3 2017 | $1,319,000 | +3.9% | 13,128 | +0.3% | 0.27% | -4.2% |
| Q2 2017 | $1,270,000 | -11.2% | 13,093 | -11.6% | 0.28% | -19.5% |
| Q1 2017 | $1,430,000 | +98.1% | 14,805 | +94.9% | 0.35% | +52.6% |
| Q4 2016 | $722,000 | +130.7% | 7,597 | +116.8% | 0.23% | +100.0% |
| Q3 2016 | $313,000 | – | 3,504 | – | 0.12% | – |
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% |