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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $14,466 | +2.6% | 344 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $14,098 | -0.4% | 344 | 0.0% | 0.00% | -50.0% |
| Q4 2022 | $14,152 | +8.9% | 344 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $13,000 | 0.0% | 344 | 0.0% | 0.00% | +100.0% |
| Q2 2022 | $13,000 | -13.3% | 344 | 0.0% | 0.00% | -50.0% |
| Q1 2022 | $15,000 | 0.0% | 344 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $15,000 | +7.1% | 344 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $14,000 | 0.0% | 344 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $14,000 | 0.0% | 344 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $14,000 | +16.7% | 344 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $12,000 | +20.0% | 344 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | -23.1% | 344 | -24.6% | 0.00% | 0.0% |
| Q2 2020 | $13,000 | -7.1% | 456 | -20.8% | 0.00% | -33.3% |
| Q1 2020 | $14,000 | -61.1% | 576 | -39.0% | 0.00% | -50.0% |
| Q4 2019 | $36,000 | +63.6% | 944 | +57.3% | 0.01% | +50.0% |
| Q3 2019 | $22,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $22,000 | +4.8% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $21,000 | +10.5% | 600 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $19,000 | -13.6% | 600 | 0.0% | 0.00% | -20.0% |
| Q3 2018 | $22,000 | +4.8% | 600 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $21,000 | – | 600 | – | 0.01% | – |
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% |