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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $196,000 | -2.0% | 4,416 | -2.3% | 0.09% | -1.1% |
| Q4 2021 | $200,000 | +14.9% | 4,520 | +8.0% | 0.09% | +2.2% |
| Q3 2021 | $174,000 | +18.4% | 4,187 | +19.1% | 0.09% | +21.6% |
| Q2 2021 | $147,000 | +50.0% | 3,516 | +44.4% | 0.07% | +39.6% |
| Q1 2021 | $98,000 | +22.5% | 2,435 | +5.4% | 0.05% | +20.5% |
| Q4 2020 | $80,000 | +40.4% | 2,311 | +16.9% | 0.04% | +25.7% |
| Q3 2020 | $57,000 | -10.9% | 1,977 | -12.0% | 0.04% | -12.5% |
| Q2 2020 | $64,000 | +39.1% | 2,247 | +19.1% | 0.04% | +17.6% |
| Q1 2020 | $46,000 | -2.1% | 1,887 | +53.3% | 0.03% | -20.9% |
| Q4 2019 | $47,000 | – | 1,231 | – | 0.04% | – |
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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% |