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 | $624,116 | -13.6% | 15,237 | -11.3% | 0.05% | -11.5% |
| Q2 2023 | $722,728 | +3.2% | 17,187 | +0.6% | 0.05% | +4.0% |
| Q1 2023 | $700,120 | -2.8% | 17,084 | -2.4% | 0.05% | -9.1% |
| Q4 2022 | $720,236 | +11.1% | 17,506 | +1.7% | 0.06% | +1.9% |
| Q3 2022 | $648,000 | -2.3% | 17,207 | +1.2% | 0.05% | +1.9% |
| Q2 2022 | $663,000 | -16.2% | 17,001 | -4.6% | 0.05% | 0.0% |
| Q1 2022 | $791,000 | -45.1% | 17,812 | -45.2% | 0.05% | -43.6% |
| Q4 2021 | $1,441,000 | +18.0% | 32,476 | +11.5% | 0.09% | -2.1% |
| Q2 2021 | $1,221,000 | -2.6% | 29,114 | -6.1% | 0.10% | -20.7% |
| Q1 2021 | $1,253,000 | +6.8% | 31,001 | -8.0% | 0.12% | -0.8% |
| Q4 2020 | $1,173,000 | +305.9% | 33,695 | +237.7% | 0.12% | +454.5% |
| Q3 2020 | $289,000 | -74.3% | 9,977 | -74.8% | 0.02% | -87.0% |
| Q2 2020 | $1,123,000 | -20.0% | 39,641 | +7.4% | 0.17% | -4.5% |
| Q4 2019 | $1,404,000 | – | 36,909 | – | 0.18% | – |
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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% |