WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 283 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $75,576 | -2.3% | 1,845 | +0.3% | 0.03% | -3.1% |
| Q2 2023 | $77,372 | +101705.3% | 1,840 | -1.1% | 0.03% | -8.6% |
| Q1 2023 | $76 | 0.0% | 1,861 | +0.8% | 0.04% | -5.4% |
| Q4 2022 | $76 | – | 1,847 | +36840.0% | 0.04% | – |
| Q3 2022 | $0 | -100.0% | 5 | -99.7% | 0.00% | -100.0% |
| Q2 2022 | $73,000 | -21.5% | 1,849 | -4.9% | 0.03% | -16.7% |
| Q1 2022 | $93,000 | -4.1% | 1,945 | +0.3% | 0.04% | -14.3% |
| Q4 2021 | $97,000 | -4.9% | 1,940 | 0.0% | 0.04% | -10.6% |
| Q3 2021 | $102,000 | +32.5% | 1,940 | +5.4% | 0.05% | +27.0% |
| Q2 2021 | $77,000 | +4.1% | 1,840 | 0.0% | 0.04% | +8.8% |
| Q1 2021 | $74,000 | +15.6% | 1,840 | 0.0% | 0.03% | +17.2% |
| Q4 2020 | $64,000 | +20.8% | 1,840 | 0.0% | 0.03% | -3.3% |
| Q3 2020 | $53,000 | +1.9% | 1,840 | 0.0% | 0.03% | -6.2% |
| Q2 2020 | $52,000 | -25.7% | 1,840 | 0.0% | 0.03% | -30.4% |
| Q4 2019 | $70,000 | – | 1,840 | – | 0.05% | – |
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% |