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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,993 | +11.6% | 219,552 | +14.6% | 0.03% | +6.2% |
| Q2 2023 | $8,059 | -34.1% | 191,656 | -35.8% | 0.03% | -42.9% |
| Q1 2023 | $12,235 | +107.1% | 298,572 | +107.9% | 0.06% | +86.7% |
| Q4 2022 | $5,908 | -99.9% | 143,592 | +10.3% | 0.03% | +3.4% |
| Q3 2022 | $4,905,000 | +32.7% | 130,196 | +37.3% | 0.03% | +26.1% |
| Q2 2022 | $3,697,000 | +39.4% | 94,838 | +58.8% | 0.02% | +43.8% |
| Q1 2022 | $2,652,000 | +11.7% | 59,703 | +11.5% | 0.02% | +6.7% |
| Q4 2021 | $2,375,000 | +1.6% | 53,544 | -5.0% | 0.02% | -6.2% |
| Q3 2021 | $2,337,000 | +13.9% | 56,372 | +15.2% | 0.02% | 0.0% |
| Q2 2021 | $2,052,000 | +161.1% | 48,919 | +151.8% | 0.02% | +128.6% |
| Q1 2021 | $786,000 | +20.6% | 19,430 | +3.7% | 0.01% | -12.5% |
| Q4 2020 | $652,000 | +28.9% | 18,740 | +7.2% | 0.01% | 0.0% |
| Q3 2020 | $506,000 | +29.1% | 17,482 | +26.3% | 0.01% | +14.3% |
| Q2 2020 | $392,000 | -8.4% | 13,841 | -21.8% | 0.01% | -22.2% |
| Q1 2020 | $428,000 | -41.0% | 17,705 | -7.1% | 0.01% | -35.7% |
| Q4 2019 | $725,000 | +155.3% | 19,058 | +143.0% | 0.01% | +100.0% |
| Q3 2019 | $284,000 | -66.7% | 7,842 | -66.7% | 0.01% | -69.6% |
| Q2 2019 | $853,000 | +256.9% | 23,557 | +252.6% | 0.02% | +360.0% |
| Q1 2019 | $239,000 | – | 6,680 | – | 0.01% | – |
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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 Wealth, 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% |