WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 348 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $4 | -99.9% | 88 | -39.7% | 0.00% | -40.0% |
Q3 2022 | $6,000 | -75.0% | 146 | -73.2% | 0.01% | -70.6% |
Q4 2021 | $24,000 | +4.3% | 545 | 0.0% | 0.02% | -19.0% |
Q3 2021 | $23,000 | -45.2% | 545 | -46.1% | 0.02% | -34.4% |
Q2 2021 | $42,000 | +2.4% | 1,011 | 0.0% | 0.03% | 0.0% |
Q1 2021 | $41,000 | -56.4% | 1,011 | -62.4% | 0.03% | -56.2% |
Q4 2020 | $94,000 | -60.0% | 2,686 | -66.9% | 0.07% | -53.8% |
Q3 2020 | $235,000 | +2.2% | 8,127 | +0.0% | 0.16% | +7.5% |
Q2 2020 | $230,000 | -16.7% | 8,126 | -28.9% | 0.15% | -26.1% |
Q1 2020 | $276,000 | -36.7% | 11,426 | -0.4% | 0.20% | -15.3% |
Q4 2019 | $436,000 | -8.4% | 11,471 | -12.5% | 0.24% | -27.2% |
Q3 2019 | $476,000 | -16.0% | 13,103 | -16.4% | 0.32% | -21.4% |
Q2 2019 | $567,000 | +1.2% | 15,669 | 0.0% | 0.41% | +5.1% |
Q1 2019 | $560,000 | -40.0% | 15,669 | -47.0% | 0.39% | -59.0% |
Q4 2018 | $934,000 | +4.1% | 29,557 | +21.4% | 0.95% | +12.6% |
Q3 2018 | $897,000 | – | 24,347 | – | 0.85% | – |
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 & Williams, 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% |