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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $203,584 | -22.9% | 4,949 | -16.7% | 0.08% | -9.7% |
| Q1 2022 | $264,000 | +0.4% | 5,941 | +0.0% | 0.09% | +8.1% |
| Q4 2021 | $263,000 | +6.9% | 5,940 | +0.1% | 0.09% | +1.2% |
| Q3 2021 | $246,000 | -1.2% | 5,937 | +0.0% | 0.08% | +3.7% |
| Q2 2021 | $249,000 | +4.6% | 5,935 | +0.8% | 0.08% | -6.8% |
| Q1 2021 | $238,000 | +16.1% | 5,889 | +0.0% | 0.09% | +8.6% |
| Q4 2020 | $205,000 | -6.0% | 5,888 | -23.4% | 0.08% | -25.0% |
| Q2 2020 | $218,000 | -20.1% | 7,683 | +6.9% | 0.11% | -17.6% |
| Q4 2019 | $273,000 | -4.5% | 7,188 | -8.9% | 0.13% | -7.7% |
| Q3 2019 | $286,000 | -2.4% | 7,887 | -2.4% | 0.14% | -11.2% |
| Q2 2019 | $293,000 | +5.0% | 8,085 | +3.9% | 0.16% | +7.4% |
| Q1 2019 | $279,000 | +18.7% | 7,785 | +4.9% | 0.15% | -1.3% |
| Q4 2018 | $235,000 | -2.9% | 7,420 | +13.3% | 0.15% | +18.0% |
| Q3 2018 | $242,000 | – | 6,550 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,048,666 | $43,142,110 | 9.15% |
| Melone Private Wealth, LLC | 229,395 | $9,437,293 | 8.00% |
| IAG Wealth Partners, LLC | 466,556 | $19,194,105 | 5.66% |
| Linscomb & Williams, Inc. | 2,269,083 | $93,350,068 | 4.74% |
| Marion Wealth Management | 204,102 | $8,396,767 | 3.54% |
| RiverTree Advisors, LLC | 95,332 | $3,921,958 | 3.22% |
| Concord Wealth Partners | 230,481 | $9,481,988 | 2.85% |
| Private Wealth Strategies, L.L.C. | 248,166 | $10,209,361 | 2.72% |
| DB Wealth Management Group, LLC | 97,840 | $4,025,128 | 2.61% |
| Bickling Financial Services, Inc. | 99,589 | $4,097,085 | 2.56% |