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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $258,286 | +11.5% | 5,653 | 0.0% | 0.03% | 0.0% |
| Q3 2023 | $231,547 | -2.6% | 5,653 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $237,709 | -2.6% | 5,653 | -5.0% | 0.03% | -6.7% |
| Q1 2023 | $243,954 | -0.4% | 5,953 | 0.0% | 0.03% | -3.2% |
| Q4 2022 | $244,906 | +9.3% | 5,953 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $224,000 | -3.4% | 5,953 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $232,000 | -12.1% | 5,953 | 0.0% | 0.03% | +3.3% |
| Q1 2022 | $264,000 | -16.5% | 5,953 | -16.4% | 0.03% | -14.3% |
| Q4 2021 | $316,000 | – | 7,124 | 0.0% | 0.04% | – |
| Q2 2021 | $0 | -100.0% | 7,124 | 0.0% | 0.00% | -100.0% |
| Q1 2021 | $1,000,000 | 0.0% | 7,124 | -1.2% | 0.13% | -10.9% |
| Q4 2020 | $1,000,000 | +378.5% | 7,211 | 0.0% | 0.15% | +320.0% |
| Q3 2020 | $209,000 | -5.4% | 7,211 | -7.5% | 0.04% | -12.5% |
| Q2 2020 | $221,000 | -62.9% | 7,795 | -68.4% | 0.04% | -71.2% |
| Q1 2020 | $596,000 | -69.6% | 24,680 | -52.1% | 0.14% | -67.5% |
| Q4 2019 | $1,958,000 | +4.8% | 51,483 | 0.0% | 0.43% | -3.8% |
| Q3 2019 | $1,869,000 | – | 51,483 | – | 0.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 930,278 | $38,560,000 | 10.49% |
| JD Financial Services Inc. | 163,620 | $6,782,000 | 6.19% |
| Financial Insights, Inc. | 139,106 | $5,766,000 | 5.30% |
| Linscomb Wealth, Inc. | 2,420,622 | $100,335,000 | 5.17% |
| IAG Wealth Partners, LLC | 342,375 | $14,192,000 | 5.05% |
| Ten Capital Wealth Advisors, LLC | 253,327 | $10,500,000 | 4.91% |
| Private Wealth Strategies, L.L.C. | 258,403 | $10,704,000 | 2.68% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 122,035 | $5,058,000 | 2.55% |
| Concord Wealth Partners | 142,573 | $5,910,000 | 2.42% |
| JNBA Financial Advisors | 391,308 | $16,220,000 | 2.18% |