Integrated Advisors Network LLC - WISDOMTREE TR ownership

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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%.

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Quarter-by-quarter ownership
Integrated Advisors Network LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$502,334
-2.5%
12,264
+0.0%
0.03%
+3.3%
Q2 2023$515,475
+6.1%
12,259
+3.4%
0.03%
+3.4%
Q1 2023$485,736
+1.1%
11,853
+1.5%
0.03%
-6.5%
Q4 2022$480,258
+11.2%
11,674
+1.7%
0.03%
+6.9%
Q3 2022$432,000
-3.4%
11,475
+0.1%
0.03%0.0%
Q2 2022$447,000
-12.2%
11,469
+0.0%
0.03%
-3.3%
Q1 2022$509,000
+1.6%
11,464
+1.6%
0.03%0.0%
Q4 2021$501,000
+7.1%
11,287
+0.1%
0.03%
-3.2%
Q3 2021$468,000
-1.1%
11,281
+0.0%
0.03%
-11.4%
Q2 2021$473,000
+3.7%
11,276
+0.0%
0.04%
-16.7%
Q1 2021$456,000
+48.5%
11,271
+27.8%
0.04%
+23.5%
Q4 2020$307,000
+31.8%
8,819
+9.4%
0.03%
+17.2%
Q3 2020$233,000
-1.7%
8,062
-3.5%
0.03%
+3.6%
Q2 2020$237,000
+11.8%
8,351
-4.8%
0.03%
-33.3%
Q1 2020$212,000
-1.4%
8,771
+54.8%
0.04%
+44.8%
Q4 2019$215,000–5,665–0.03%–
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Other shareholders
WISDOMTREE TR shareholders Q4 2020
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