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 | $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. | 909,035 | $25,762,000 | 10.81% |
| INSPIRION WEALTH ADVISORS, LLC | 648,063 | $18,366,000 | 7.21% |
| SVA Wealth Management, LLC | 2,062,295 | $58,445,000 | 6.24% |
| Linscomb Wealth, Inc. | 2,377,334 | $67,374,000 | 4.93% |
| Private Wealth Strategies, L.L.C. | 360,619 | $10,220,000 | 4.53% |
| IAG Wealth Partners, LLC | 303,526 | $8,602,000 | 4.17% |
| Financial Insights, Inc. | 109,536 | $4,325,000 | 3.84% |
| Paracle Advisors, LLC | 518,773 | $14,702,000 | 3.43% |
| CAPITAL WEALTH MANAGEMENT, LLC | 79,809 | $2,262,000 | 2.41% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 115,732 | $3,280,000 | 2.24% |