WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 308 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 0.76 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $10,000 | 0.0% | 253 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $10,000 | 0.0% | 253 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $10,000 | 0.0% | 253 | -18.9% | 0.01% | 0.0% |
| Q4 2020 | $10,000 | +11.1% | 312 | -3.7% | 0.01% | 0.0% |
| Q3 2020 | $9,000 | 0.0% | 324 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $9,000 | -86.2% | 324 | -88.0% | 0.01% | -89.1% |
| Q1 2020 | $65,000 | -70.7% | 2,701 | -53.8% | 0.06% | -64.4% |
| Q4 2019 | $222,000 | -23.2% | 5,843 | -26.6% | 0.18% | -41.9% |
| Q3 2019 | $289,000 | – | 7,961 | – | 0.31% | – |
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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% |