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 | $71,352 | +25.7% | 1,742 | +29.0% | 0.00% | – |
| Q2 2023 | $56,768 | -25.1% | 1,350 | -27.0% | 0.00% | – |
| Q1 2023 | $75,813 | -11.2% | 1,850 | -10.8% | 0.00% | – |
| Q4 2022 | $85,366 | +9.4% | 2,075 | 0.0% | 0.00% | – |
| Q3 2022 | $78,000 | -3.7% | 2,075 | 0.0% | 0.00% | – |
| Q2 2022 | $81,000 | -20.6% | 2,075 | -9.8% | 0.00% | – |
| Q1 2022 | $102,000 | -2.9% | 2,300 | -3.2% | 0.00% | – |
| Q4 2021 | $105,000 | +34.6% | 2,376 | +26.6% | 0.00% | – |
| Q3 2021 | $78,000 | -1.3% | 1,877 | 0.0% | 0.00% | – |
| Q2 2021 | $79,000 | +3.9% | 1,877 | 0.0% | 0.00% | – |
| Q1 2021 | $76,000 | +10.1% | 1,877 | -4.9% | 0.00% | – |
| Q4 2020 | $69,000 | -23.3% | 1,973 | -36.3% | 0.00% | – |
| Q3 2020 | $90,000 | +40.6% | 3,097 | +38.1% | 0.00% | – |
| Q2 2020 | $64,000 | -39.0% | 2,242 | -48.4% | 0.00% | -100.0% |
| Q1 2020 | $105,000 | -59.1% | 4,346 | -35.6% | 0.00% | 0.0% |
| Q4 2019 | $257,000 | +3.6% | 6,749 | -1.1% | 0.00% | 0.0% |
| Q3 2019 | $248,000 | -0.4% | 6,824 | -0.7% | 0.00% | 0.0% |
| Q2 2019 | $249,000 | -7.4% | 6,869 | -8.6% | 0.00% | -50.0% |
| Q1 2019 | $269,000 | -65.9% | 7,519 | -3.8% | 0.00% | -66.7% |
| Q4 2018 | $788,000 | +160.1% | 7,819 | -4.9% | 0.01% | +200.0% |
| Q3 2018 | $303,000 | -3.5% | 8,219 | -6.3% | 0.00% | 0.0% |
| Q2 2018 | $314,000 | -40.8% | 8,769 | -43.6% | 0.00% | -50.0% |
| Q1 2018 | $530,000 | -29.3% | 15,544 | -26.9% | 0.00% | -20.0% |
| Q4 2017 | $750,000 | +1.5% | 21,270 | +187.8% | 0.01% | -16.7% |
| Q3 2017 | $739,000 | +2.4% | 7,390 | 0.0% | 0.01% | +20.0% |
| Q2 2017 | $722,000 | +7.3% | 7,390 | +7.6% | 0.01% | 0.0% |
| Q1 2017 | $673,000 | +6.7% | 6,867 | +2.8% | 0.01% | -16.7% |
| Q4 2016 | $631,000 | -0.3% | 6,683 | -4.0% | 0.01% | 0.0% |
| Q3 2016 | $633,000 | +6.6% | 6,965 | +4.9% | 0.01% | 0.0% |
| Q2 2016 | $594,000 | – | 6,642 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Melone Private Wealth, LLC | 314,888 | $12,897,820 | 9.22% |
| Financial Planning & Information Services, Inc. | 1,101,183 | $45,104,439 | 8.40% |
| Coulter & Justus Financial Services, LLC | 218,411 | $8,946,112 | 6.51% |
| INVENIO WEALTH PARTNERS LLC | 155,109 | $6,353,265 | 5.78% |
| IAG Wealth Partners, LLC | 489,615 | $20,054,653 | 5.59% |
| Linscomb & Williams, Inc. | 1,994,714 | $81,703,473 | 4.78% |
| Team Financial Group, LLC | 104,962 | $4,299,253 | 3.55% |
| Marion Wealth Management | 238,136 | $9,754,064 | 3.44% |
| Private Wealth Strategies, L.L.C. | 260,518 | $10,670,804 | 2.66% |
| Soltis Investment Advisors LLC | 440,067 | $18,025,147 | 2.32% |