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 | $315,093 | -2.3% | 7,692 | +0.4% | 0.01% | 0.0% |
| Q2 2023 | $322,360 | +3.6% | 7,665 | +0.9% | 0.01% | -7.7% |
| Q1 2023 | $311,274 | -4.5% | 7,595 | -4.2% | 0.01% | -18.8% |
| Q4 2022 | $326,043 | +24.0% | 7,925 | +33.8% | 0.02% | +45.5% |
| Q1 2022 | $263,000 | +0.8% | 5,924 | +0.8% | 0.01% | 0.0% |
| Q4 2021 | $261,000 | +7.9% | 5,876 | +0.5% | 0.01% | -8.3% |
| Q3 2021 | $242,000 | -2.0% | 5,846 | -0.7% | 0.01% | 0.0% |
| Q2 2021 | $247,000 | +12.8% | 5,886 | +8.7% | 0.01% | -7.7% |
| Q1 2021 | $219,000 | +62.2% | 5,414 | +15.7% | 0.01% | -75.0% |
| Q3 2020 | $135,000 | – | 4,681 | – | 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% |