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 | $962,684 | -6.2% | 23,503 | -3.7% | 0.08% | -1.2% |
| Q2 2023 | $1,026,148 | -1.8% | 24,403 | -4.3% | 0.09% | -3.4% |
| Q1 2023 | $1,044,500 | -4.2% | 25,488 | -3.9% | 0.09% | -5.3% |
| Q4 2022 | $1,090,747 | -7.8% | 26,513 | -15.6% | 0.09% | -14.5% |
| Q3 2022 | $1,183,000 | -4.7% | 31,413 | -1.3% | 0.11% | +0.9% |
| Q2 2022 | $1,241,000 | -12.2% | 31,838 | 0.0% | 0.11% | +2.8% |
| Q1 2022 | $1,414,000 | 0.0% | 31,838 | -0.1% | 0.11% | +7.1% |
| Q4 2021 | $1,414,000 | +3.7% | 31,873 | -3.0% | 0.10% | 0.0% |
| Q3 2021 | $1,363,000 | -3.3% | 32,873 | -2.2% | 0.10% | -2.9% |
| Q2 2021 | $1,410,000 | +3.8% | 33,608 | 0.0% | 0.10% | -1.0% |
| Q1 2021 | $1,358,000 | +12.7% | 33,608 | -2.9% | 0.10% | +7.3% |
| Q4 2020 | $1,205,000 | +16.2% | 34,608 | -3.5% | 0.10% | +12.9% |
| Q3 2020 | $1,037,000 | -3.9% | 35,858 | -5.9% | 0.08% | -4.5% |
| Q2 2020 | $1,079,000 | -69.4% | 38,088 | -73.9% | 0.09% | -71.0% |
| Q1 2020 | $3,529,000 | -43.8% | 146,063 | -11.5% | 0.31% | -45.5% |
| Q4 2019 | $6,280,000 | +5.7% | 165,085 | +0.9% | 0.56% | -3.8% |
| Q3 2019 | $5,942,000 | +2.1% | 163,627 | +1.7% | 0.58% | +3.9% |
| Q2 2019 | $5,822,000 | +2.0% | 160,827 | +0.8% | 0.56% | +1.3% |
| Q1 2019 | $5,710,000 | +11.8% | 159,567 | -1.2% | 0.56% | -2.8% |
| Q4 2018 | $5,108,000 | -9.9% | 161,486 | +5.0% | 0.57% | +2.3% |
| Q3 2018 | $5,672,000 | +1.9% | 153,804 | -1.1% | 0.56% | +10.7% |
| Q2 2018 | $5,564,000 | +7.8% | 155,453 | +2.8% | 0.50% | +9.1% |
| Q1 2018 | $5,160,000 | +6.0% | 151,262 | +9.6% | 0.46% | -5.5% |
| Q4 2017 | $4,870,000 | +9.7% | 138,017 | +210.7% | 0.49% | +6.5% |
| Q3 2017 | $4,440,000 | -1.4% | 44,420 | -3.6% | 0.46% | -8.9% |
| Q2 2017 | $4,503,000 | -1.5% | 46,070 | -1.7% | 0.50% | +0.2% |
| Q1 2017 | $4,570,000 | – | 46,856 | – | 0.50% | – |
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% |