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 | $2,772,797 | -1.3% | 67,695 | +1.3% | 0.13% | +0.8% |
| Q2 2023 | $2,810,164 | +1.7% | 66,829 | -0.9% | 0.13% | +5.9% |
| Q1 2023 | $2,762,743 | -1.0% | 67,417 | -0.6% | 0.12% | -10.5% |
| Q4 2022 | $2,790,084 | +19.8% | 67,819 | +9.7% | 0.13% | 0.0% |
| Q3 2022 | $2,329,000 | -12.4% | 61,818 | -9.4% | 0.13% | -17.4% |
| Q2 2022 | $2,660,000 | +14.1% | 68,244 | +30.1% | 0.16% | +13.4% |
| Q1 2022 | $2,331,000 | +44.2% | 52,467 | +44.0% | 0.14% | +46.4% |
| Q4 2021 | $1,616,000 | -32.9% | 36,425 | -37.3% | 0.10% | -38.2% |
| Q3 2021 | $2,407,000 | -9.3% | 58,059 | -8.3% | 0.16% | -11.8% |
| Q2 2021 | $2,655,000 | +12.6% | 63,301 | +8.5% | 0.18% | +4.1% |
| Q1 2021 | $2,358,000 | +25.0% | 58,335 | +7.6% | 0.17% | +1.8% |
| Q4 2020 | $1,887,000 | +11.5% | 54,210 | -7.3% | 0.17% | -9.7% |
| Q3 2020 | $1,692,000 | -10.1% | 58,495 | -11.9% | 0.19% | -20.9% |
| Q2 2020 | $1,882,000 | +12.2% | 66,399 | -4.4% | 0.24% | -4.5% |
| Q1 2020 | $1,678,000 | -33.1% | 69,449 | +5.3% | 0.25% | -22.9% |
| Q4 2019 | $2,509,000 | +7.8% | 65,961 | +2.9% | 0.32% | -5.6% |
| Q3 2019 | $2,327,000 | +4.5% | 64,091 | +4.2% | 0.34% | -4.2% |
| Q2 2019 | $2,227,000 | +4.3% | 61,531 | +3.1% | 0.35% | -3.0% |
| Q1 2019 | $2,136,000 | +22.5% | 59,674 | +8.3% | 0.36% | +7.7% |
| Q4 2018 | $1,744,000 | -14.3% | 55,122 | -0.1% | 0.34% | -9.6% |
| Q3 2018 | $2,035,000 | +9.6% | 55,182 | +6.4% | 0.37% | +2.7% |
| Q2 2018 | $1,856,000 | +5.3% | 51,844 | +0.3% | 0.36% | -8.5% |
| Q1 2018 | $1,763,000 | +3.3% | 51,685 | +6.8% | 0.40% | -9.3% |
| Q4 2017 | $1,707,000 | +32.1% | 48,385 | +274.2% | 0.44% | +14.3% |
| Q3 2017 | $1,292,000 | +702.5% | 12,930 | +620.7% | 0.38% | +239.8% |
| Q2 2016 | $161,000 | – | 1,794 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,048,666 | $43,142,110 | 9.15% |
| Melone Private Wealth, LLC | 229,395 | $9,437,293 | 8.00% |
| IAG Wealth Partners, LLC | 466,556 | $19,194,105 | 5.66% |
| Linscomb & Williams, Inc. | 2,269,083 | $93,350,068 | 4.74% |
| Marion Wealth Management | 204,102 | $8,396,767 | 3.54% |
| RiverTree Advisors, LLC | 95,332 | $3,921,958 | 3.22% |
| Concord Wealth Partners | 230,481 | $9,481,988 | 2.85% |
| Private Wealth Strategies, L.L.C. | 248,166 | $10,209,361 | 2.72% |
| DB Wealth Management Group, LLC | 97,840 | $4,025,128 | 2.61% |
| Bickling Financial Services, Inc. | 99,589 | $4,097,085 | 2.56% |