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 2021 | $110,000 | -20.9% | 2,645 | -20.3% | 0.05% | -18.0% |
| Q2 2021 | $139,000 | +3.7% | 3,317 | -0.3% | 0.06% | +7.0% |
| Q1 2021 | $134,000 | +4.7% | 3,327 | -9.9% | 0.06% | -5.0% |
| Q4 2020 | $128,000 | +20.8% | 3,691 | +1.0% | 0.06% | -3.2% |
| Q3 2020 | $106,000 | +1.9% | 3,653 | -0.2% | 0.06% | -6.1% |
| Q2 2020 | $104,000 | -1.0% | 3,659 | -15.8% | 0.07% | -13.2% |
| Q1 2020 | $105,000 | -36.0% | 4,345 | +0.6% | 0.08% | -3.8% |
| Q4 2019 | $164,000 | -33.3% | 4,320 | +45.0% | 0.08% | -44.8% |
| Q2 2015 | $246,000 | +0.8% | 2,979 | +4.9% | 0.14% | -3.4% |
| Q1 2015 | $244,000 | – | 2,839 | – | 0.15% | – |
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% |