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 | $1,364,431 | -8.4% | 33,311 | -5.9% | 0.00% | 0.0% |
| Q2 2023 | $1,488,892 | +0.4% | 35,408 | -2.1% | 0.00% | -33.3% |
| Q1 2023 | $1,482,440 | +2.1% | 36,175 | +2.5% | 0.00% | 0.0% |
| Q4 2022 | $1,451,565 | +34.5% | 35,284 | +23.2% | 0.00% | +50.0% |
| Q3 2022 | $1,079,000 | -7.4% | 28,651 | -4.1% | 0.00% | 0.0% |
| Q2 2022 | $1,165,000 | -16.4% | 29,865 | -4.7% | 0.00% | 0.0% |
| Q1 2022 | $1,393,000 | -31.2% | 31,346 | -31.3% | 0.00% | -33.3% |
| Q4 2021 | $2,024,000 | +13.1% | 45,613 | +5.7% | 0.00% | 0.0% |
| Q3 2021 | $1,789,000 | -2.0% | 43,153 | -0.8% | 0.00% | 0.0% |
| Q2 2021 | $1,825,000 | +0.5% | 43,520 | -3.2% | 0.00% | 0.0% |
| Q1 2021 | $1,816,000 | +7.4% | 44,938 | -7.5% | 0.00% | 0.0% |
| Q4 2020 | $1,691,000 | +18.4% | 48,595 | -1.6% | 0.00% | 0.0% |
| Q3 2020 | $1,428,000 | -14.0% | 49,386 | -15.7% | 0.00% | -25.0% |
| Q2 2020 | $1,660,000 | -31.1% | 58,581 | -41.2% | 0.00% | -33.3% |
| Q1 2020 | $2,408,000 | -42.5% | 99,637 | -9.5% | 0.01% | -33.3% |
| Q4 2019 | $4,187,000 | +1786.0% | 110,079 | +3722.2% | 0.01% | +28.6% |
| Q1 2014 | $222,000 | – | 2,880 | – | 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% |