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 2023 | $2,265,621 | -1.1% | 55,313 | +1.6% | 0.22% | -33.6% |
| Q2 2023 | $2,290,253 | -2.5% | 54,465 | -4.9% | 0.33% | -4.7% |
| Q1 2023 | $2,347,949 | +0.6% | 57,295 | +1.0% | 0.34% | +0.9% |
| Q4 2022 | $2,333,461 | +12.7% | 56,720 | +3.1% | 0.34% | +0.6% |
| Q3 2022 | $2,071,000 | -3.9% | 54,990 | -0.6% | 0.34% | +2.7% |
| Q2 2022 | $2,156,000 | -12.6% | 55,331 | -0.4% | 0.33% | -0.3% |
| Q1 2022 | $2,466,000 | +6.3% | 55,528 | +6.2% | 0.33% | +10.7% |
| Q4 2021 | $2,319,000 | +5.9% | 52,287 | -1.0% | 0.30% | -2.0% |
| Q3 2021 | $2,190,000 | -1.0% | 52,825 | +0.1% | 0.30% | 0.0% |
| Q2 2021 | $2,213,000 | +1.5% | 52,751 | -2.2% | 0.30% | -2.9% |
| Q1 2021 | $2,180,000 | +6.5% | 53,935 | -8.3% | 0.31% | +0.6% |
| Q4 2020 | $2,046,000 | +20.4% | 58,800 | +0.1% | 0.31% | +9.9% |
| Q3 2020 | $1,699,000 | -23.0% | 58,728 | -24.6% | 0.28% | -28.0% |
| Q2 2020 | $2,207,000 | -7.8% | 77,886 | -21.4% | 0.39% | -19.6% |
| Q1 2020 | $2,393,000 | -34.5% | 99,069 | +3.2% | 0.49% | -15.0% |
| Q4 2019 | $3,653,000 | +8.2% | 96,037 | +3.3% | 0.58% | -2.7% |
| Q3 2019 | $3,377,000 | -22.6% | 92,994 | -22.9% | 0.59% | -24.3% |
| Q2 2019 | $4,365,000 | -13.7% | 120,579 | -14.7% | 0.78% | -15.2% |
| Q1 2019 | $5,058,000 | +73.3% | 141,317 | +53.1% | 0.92% | +95.1% |
| Q4 2018 | $2,919,000 | +1106.2% | 92,315 | +1307.2% | 0.47% | +1110.3% |
| Q3 2018 | $242,000 | – | 6,560 | – | 0.04% | – |
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% |