JNBA Financial Advisors - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 343 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
JNBA Financial Advisors ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$12,801,564
-18.8%
312,538
-16.6%
1.60%
-15.4%
Q2 2023$15,765,858
+0.3%
374,931
-2.2%
1.89%
-7.6%
Q1 2023$15,714,900
+0.3%
383,477
+0.7%
2.04%
-6.1%
Q4 2022$15,670,992
+9.4%
380,919
+0.1%
2.18%
-1.5%
Q3 2022$14,329,000
-2.4%
380,390
+1.0%
2.21%
-0.7%
Q2 2022$14,674,000
-12.0%
376,458
+0.3%
2.23%
+0.8%
Q1 2022$16,668,000
-10.3%
375,227
-10.4%
2.21%
-2.7%
Q4 2021$18,576,000
+14.5%
418,751
+7.0%
2.27%
+4.1%
Q3 2021$16,220,000
+9.8%
391,308
+11.1%
2.18%
+8.9%
Q2 2021$14,777,000
+7.8%
352,263
+3.9%
2.00%
+0.6%
Q1 2021$13,707,000
+22.5%
339,114
+5.5%
1.99%
+8.2%
Q4 2020$11,186,000
+42.1%
321,332
+18.1%
1.84%
+16.0%
Q3 2020$7,870,000
+9.7%
272,135
+7.5%
1.59%
+3.1%
Q2 2020$7,174,000
+28.1%
253,158
+9.2%
1.54%
+14.3%
Q1 2020$5,602,000
+7.7%
231,861
+69.5%
1.35%
+35.7%
Q4 2019$5,203,000
+31.4%
136,768
+25.4%
0.99%
+23.1%
Q3 2019$3,961,000
+38.5%
109,081
+38.1%
0.81%
+38.3%
Q2 2019$2,860,000
+171.6%
79,010
+168.5%
0.58%
+158.0%
Q1 2019$1,053,000
+10.0%
29,429
-2.8%
0.23%
+4.1%
Q4 2018$957,000
+6.3%
30,264
+20.4%
0.22%
+14.2%
Q2 2018$900,000
-1.9%
25,146
-6.5%
0.19%
-3.1%
Q1 2018$917,000
-1.5%
26,890
+1.9%
0.20%0.0%
Q4 2017$931,000
+51.4%
26,394
+329.1%
0.20%
+43.1%
Q3 2017$615,000
+1.8%
6,151
-0.4%
0.14%0.0%
Q2 2017$604,000
+4.7%
6,177
+4.4%
0.14%
+0.7%
Q1 2017$577,000
+1.9%
5,918
-1.3%
0.14%
-1.4%
Q4 2016$566,000
+1725.8%
5,995
+1637.7%
0.14%
+2660.0%
Q3 2016$31,000
-88.8%
345
-88.8%
0.01%
-93.5%
Q2 2016$276,000
+181.6%
3,080
+170.4%
0.08%
+120.0%
Q1 2016$98,000
+104.2%
1,139
+89.8%
0.04%
+94.4%
Q4 2015$48,0006000.02%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Melone Private Wealth, LLC 314,888$12,897,8209.22%
Financial Planning & Information Services, Inc. 1,101,183$45,104,4398.40%
Coulter & Justus Financial Services, LLC 218,411$8,946,1126.51%
INVENIO WEALTH PARTNERS LLC 155,109$6,353,2655.78%
IAG Wealth Partners, LLC 489,615$20,054,6535.59%
Linscomb & Williams, Inc. 1,994,714$81,703,4734.78%
Team Financial Group, LLC 104,962$4,299,2533.55%
Marion Wealth Management 238,136$9,754,0643.44%
Private Wealth Strategies, L.L.C. 260,518$10,670,8042.66%
Soltis Investment Advisors LLC 440,067$18,025,1472.32%
View complete list of WISDOMTREE TR shareholders