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 2020 | $36,000 | -28.0% | 1,235 | -30.4% | 0.01% | -33.3% |
| Q2 2020 | $50,000 | +16.3% | 1,775 | +0.6% | 0.01% | 0.0% |
| Q1 2020 | $43,000 | -35.8% | 1,765 | +0.6% | 0.01% | -25.0% |
| Q4 2019 | $67,000 | +6.3% | 1,755 | +0.6% | 0.01% | 0.0% |
| Q3 2019 | $63,000 | 0.0% | 1,745 | +0.5% | 0.01% | -7.7% |
| Q2 2019 | $63,000 | +1.6% | 1,737 | +0.5% | 0.01% | -18.8% |
| Q1 2019 | $62,000 | +12.7% | 1,729 | +0.2% | 0.02% | +6.7% |
| Q4 2018 | $55,000 | +27.9% | 1,725 | +47.4% | 0.02% | +36.4% |
| Q3 2018 | $43,000 | +2.4% | 1,170 | +0.8% | 0.01% | -8.3% |
| Q2 2018 | $42,000 | +7.7% | 1,161 | +0.4% | 0.01% | 0.0% |
| Q1 2018 | $39,000 | -4.9% | 1,156 | +0.4% | 0.01% | -7.7% |
| Q4 2017 | $41,000 | +7.9% | 1,151 | +200.5% | 0.01% | 0.0% |
| Q3 2017 | $38,000 | – | 383 | – | 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% |