WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 282 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $221,129 | -4.1% | 4,728 | 0.0% | 0.02% | -8.3% |
| Q1 2024 | $230,585 | -10.7% | 4,728 | -16.4% | 0.02% | -14.3% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Noven Financial Group, Inc. | 651,009 | $24,009,000 | 11.99% |
| RELIANCE TRUST CO | 13,146 | $485,000 | 9.59% |
| INSPIRION WEALTH ADVISORS, LLC | 560,077 | $20,656,000 | 8.76% |
| TMD & ASSOCIATES, INC | 212,624 | $7,842,000 | 5.59% |
| Linscomb Wealth, Inc. | 1,763,979 | $65,056,000 | 5.34% |
| SVA Wealth Management, LLC | 1,077,220 | $39,728,000 | 4.04% |
| Certified Advisory Corp | 211,039 | $7,783,000 | 3.60% |
| Financial Planning & Information Services, Inc. | 239,595 | $8,836,000 | 3.42% |
| CAPITAL WEALTH MANAGEMENT, LLC | 93,567 | $3,451,000 | 3.02% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 103,555 | $3,819,000 | 2.95% |