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. | 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% |