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 2022 | $327,000 | 0.0% | 8,433 | +0.5% | 0.01% | 0.0% |
Q2 2022 | $327,000 | -12.3% | 8,388 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $373,000 | +20.3% | 8,388 | +20.0% | 0.01% | +25.0% |
Q4 2021 | $310,000 | +6.9% | 6,990 | 0.0% | 0.01% | -11.1% |
Q3 2021 | $290,000 | -1.0% | 6,990 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $293,000 | +3.5% | 6,990 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $283,000 | +16.5% | 6,990 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $243,000 | +20.3% | 6,990 | 0.0% | 0.01% | +12.5% |
Q3 2020 | $202,000 | -3.3% | 6,990 | 0.0% | 0.01% | -11.1% |
Q2 2020 | $209,000 | -21.4% | 6,990 | 0.0% | 0.01% | -25.0% |
Q4 2019 | $266,000 | +5.1% | 6,990 | -0.1% | 0.01% | -7.7% |
Q3 2019 | $253,000 | 0.0% | 6,995 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $253,000 | +1.2% | 6,995 | +0.1% | 0.01% | -51.9% |
Q1 2019 | $250,000 | +13.1% | 6,990 | 0.0% | 0.03% | +92.9% |
Q4 2018 | $221,000 | -94.6% | 6,990 | -93.7% | 0.01% | -94.3% |
Q3 2018 | $4,124,000 | -4.7% | 111,813 | -7.5% | 0.24% | -5.8% |
Q2 2018 | $4,327,000 | +0.8% | 120,869 | -3.9% | 0.26% | +1.2% |
Q1 2018 | $4,291,000 | -2.7% | 125,752 | +0.6% | 0.26% | -0.4% |
Q4 2017 | $4,409,000 | +4.5% | 124,972 | +196.1% | 0.26% | 0.0% |
Q3 2017 | $4,219,000 | +0.2% | 42,209 | -2.0% | 0.26% | -1.5% |
Q2 2017 | $4,212,000 | -36.0% | 43,087 | -36.2% | 0.26% | -39.2% |
Q1 2017 | $6,586,000 | +53.3% | 67,532 | +48.4% | 0.43% | +44.1% |
Q4 2016 | $4,296,000 | – | 45,520 | – | 0.30% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Planning & Information Services, Inc. | 909,035 | $25,762,000 | 10.81% |
INSPIRION WEALTH ADVISORS, LLC | 648,063 | $18,366,000 | 7.21% |
SVA Wealth Management, LLC | 2,062,295 | $58,445,000 | 6.24% |
Linscomb Wealth, Inc. | 2,377,334 | $67,374,000 | 4.93% |
Private Wealth Strategies, L.L.C. | 360,619 | $10,220,000 | 4.53% |
IAG Wealth Partners, LLC | 303,526 | $8,602,000 | 4.17% |
Financial Insights, Inc. | 109,536 | $4,325,000 | 3.84% |
Paracle Advisors, LLC | 518,773 | $14,702,000 | 3.43% |
CAPITAL WEALTH MANAGEMENT, LLC | 79,809 | $2,262,000 | 2.41% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 115,732 | $3,280,000 | 2.24% |