WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 303 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $704,674 | +97771.4% | 17,204 | +0.4% | 0.02% | 0.0% |
| Q2 2023 | $720 | -19.7% | 17,133 | -21.8% | 0.02% | -25.0% |
| Q1 2023 | $897 | -0.3% | 21,899 | +0.1% | 0.03% | -6.7% |
| Q4 2022 | $900 | -99.9% | 21,884 | +7.8% | 0.03% | +7.1% |
| Q3 2022 | $764,000 | -3.4% | 20,293 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $791,000 | -12.2% | 20,293 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $901,000 | +4.4% | 20,293 | +4.3% | 0.03% | +7.7% |
| Q4 2021 | $863,000 | +10.2% | 19,462 | +3.0% | 0.03% | 0.0% |
| Q3 2021 | $783,000 | -1.3% | 18,895 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $793,000 | +4.6% | 18,895 | +0.7% | 0.03% | 0.0% |
| Q1 2021 | $758,000 | +4.0% | 18,764 | -10.4% | 0.03% | -7.1% |
| Q4 2020 | $729,000 | +23.4% | 20,933 | +2.4% | 0.03% | +12.0% |
| Q3 2020 | $591,000 | +0.7% | 20,450 | -1.2% | 0.02% | -10.7% |
| Q2 2020 | $587,000 | +18.6% | 20,699 | +1.0% | 0.03% | -3.4% |
| Q1 2020 | $495,000 | -36.5% | 20,486 | 0.0% | 0.03% | -21.6% |
| Q4 2019 | $779,000 | -7.5% | 20,486 | -11.6% | 0.04% | -14.0% |
| Q3 2019 | $842,000 | +0.4% | 23,185 | +0.0% | 0.04% | -6.5% |
| Q2 2019 | $839,000 | +3.8% | 23,181 | +2.7% | 0.05% | -2.1% |
| Q1 2019 | $808,000 | +17.4% | 22,569 | +3.7% | 0.05% | +6.8% |
| Q4 2018 | $688,000 | -11.9% | 21,761 | +2.8% | 0.04% | 0.0% |
| Q3 2018 | $781,000 | +1.2% | 21,170 | -1.8% | 0.04% | -6.4% |
| Q2 2018 | $772,000 | – | 21,560 | – | 0.05% | – |
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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% |