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 2022 | $254,000 | -11.2% | 6,745 | -8.2% | 0.04% | -5.0% |
| Q2 2022 | $286,000 | -3.4% | 7,344 | +10.3% | 0.04% | +11.1% |
| Q1 2022 | $296,000 | +0.3% | 6,661 | 0.0% | 0.04% | +9.1% |
| Q4 2021 | $295,000 | +3.5% | 6,661 | -3.1% | 0.03% | -5.7% |
| Q3 2021 | $285,000 | +2.5% | 6,871 | +3.8% | 0.04% | +2.9% |
| Q2 2021 | $278,000 | +1.5% | 6,621 | -2.4% | 0.03% | -2.9% |
| Q1 2021 | $274,000 | +21.8% | 6,783 | +4.8% | 0.04% | +16.7% |
| Q4 2020 | $225,000 | +25.7% | 6,474 | +4.8% | 0.03% | +15.4% |
| Q3 2020 | $179,000 | -54.2% | 6,179 | -55.2% | 0.03% | -58.1% |
| Q2 2020 | $391,000 | +30.3% | 13,792 | +11.2% | 0.06% | +8.8% |
| Q1 2020 | $300,000 | -19.8% | 12,402 | +26.3% | 0.06% | 0.0% |
| Q4 2019 | $374,000 | +4.2% | 9,822 | -0.6% | 0.06% | +9.6% |
| Q3 2019 | $359,000 | +15.4% | 9,881 | +15.1% | 0.05% | +10.6% |
| Q2 2019 | $311,000 | +16.5% | 8,584 | +14.9% | 0.05% | +14.6% |
| Q1 2019 | $267,000 | +18.1% | 7,469 | +4.6% | 0.04% | +7.9% |
| Q4 2018 | $226,000 | -7.8% | 7,140 | +7.4% | 0.04% | +5.6% |
| Q3 2018 | $245,000 | +2.9% | 6,648 | 0.0% | 0.04% | -2.7% |
| Q2 2018 | $238,000 | +8.2% | 6,648 | +3.2% | 0.04% | -2.6% |
| Q1 2018 | $220,000 | +35.8% | 6,443 | +40.0% | 0.04% | +46.2% |
| Q4 2017 | $162,000 | – | 4,601 | – | 0.03% | – |
Download | ||||||
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% |