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 | $31,760,735 | +2.6% | 775,409 | +5.3% | 0.19% | +2.2% |
Q2 2023 | $30,962,112 | +11.7% | 736,317 | +8.9% | 0.19% | +4.5% |
Q1 2023 | $27,709,273 | +5.3% | 676,166 | +5.7% | 0.18% | -6.3% |
Q4 2022 | $26,316,179 | +8.3% | 639,674 | -0.8% | 0.19% | -1.6% |
Q3 2022 | $24,289,000 | -40.0% | 644,790 | -37.9% | 0.19% | -40.4% |
Q2 2022 | $40,456,000 | +39.4% | 1,037,868 | +58.9% | 0.32% | +62.8% |
Q1 2022 | $29,016,000 | +4.3% | 653,219 | +4.1% | 0.20% | +2.6% |
Q4 2021 | $27,828,000 | +19.8% | 627,330 | +12.0% | 0.19% | +1.6% |
Q3 2021 | $23,227,000 | +15.3% | 560,351 | +16.7% | 0.19% | +8.5% |
Q2 2021 | $20,139,000 | +18.6% | 480,063 | +14.3% | 0.18% | +2.9% |
Q1 2021 | $16,976,000 | +30.9% | 419,983 | +12.7% | 0.17% | +16.3% |
Q4 2020 | $12,970,000 | +37.1% | 372,603 | +13.9% | 0.15% | +8.9% |
Q3 2020 | $9,460,000 | -20.3% | 327,119 | -21.9% | 0.14% | -26.6% |
Q2 2020 | $11,873,000 | +141.2% | 418,962 | +105.6% | 0.18% | +62.8% |
Q1 2020 | $4,923,000 | -63.3% | 203,774 | -42.1% | 0.11% | -61.2% |
Q4 2019 | $13,398,000 | +153.9% | 352,199 | +142.4% | 0.29% | +91.4% |
Q3 2019 | $5,277,000 | +138.0% | 145,325 | +137.3% | 0.15% | +126.9% |
Q2 2019 | $2,217,000 | +105.8% | 61,235 | +103.5% | 0.07% | -10.7% |
Q1 2019 | $1,077,000 | +325.7% | 30,090 | +338.5% | 0.08% | +435.7% |
Q3 2018 | $253,000 | -4.9% | 6,862 | -8.9% | 0.01% | -39.1% |
Q4 2017 | $266,000 | – | 7,534 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Planning & Information Services, Inc. | 1,037,876 | $39,097,000 | 9.47% |
Melone Private Wealth, LLC | 224,141 | $8,860,000 | 7.74% |
IAG Wealth Partners, LLC | 434,847 | $16,381,000 | 5.44% |
Linscomb Wealth, Inc. | 2,283,773 | $86,030,000 | 5.22% |
Marion Wealth Management | 168,414 | $6,344,000 | 3.26% |
Concord Wealth Partners | 234,313 | $8,827,000 | 2.80% |
Private Wealth Strategies, L.L.C. | 241,476 | $9,103,000 | 2.66% |
Apeiron RIA LLC | 147,714 | $5,745,000 | 2.64% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 118,937 | $4,480,000 | 2.55% |
Bickling Financial Services, Inc. | 93,904 | $3,538,000 | 2.38% |