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 2023 | $398,952 | -5.6% | 9,740 | -3.1% | 0.08% | -8.1% |
| Q2 2023 | $422,773 | +8.0% | 10,054 | +5.2% | 0.09% | +6.2% |
| Q1 2023 | $391,525 | +13.3% | 9,554 | +13.8% | 0.08% | +11.0% |
| Q4 2022 | $345,453 | +31.9% | 8,397 | +20.5% | 0.07% | +10.6% |
| Q3 2022 | $262,000 | -4.0% | 6,968 | -0.4% | 0.07% | +3.1% |
| Q2 2022 | $273,000 | -4.5% | 6,996 | +8.8% | 0.06% | +14.3% |
| Q1 2022 | $286,000 | 0.0% | 6,432 | -0.3% | 0.06% | +3.7% |
| Q4 2021 | $286,000 | +8.3% | 6,451 | +1.2% | 0.05% | 0.0% |
| Q3 2021 | $264,000 | -1.1% | 6,375 | 0.0% | 0.05% | -1.8% |
| Q2 2021 | $267,000 | -4.3% | 6,375 | -7.7% | 0.06% | -8.3% |
| Q1 2021 | $279,000 | +16.2% | 6,904 | 0.0% | 0.06% | +1.7% |
| Q4 2020 | $240,000 | – | 6,904 | -22.6% | 0.06% | – |
| Q3 2020 | $0 | -100.0% | 8,921 | -79.1% | 0.00% | -100.0% |
| Q2 2020 | $1,207,000 | +28.8% | 42,603 | +9.9% | 0.36% | +5.9% |
| Q1 2020 | $937,000 | -46.8% | 38,765 | -15.7% | 0.34% | -33.3% |
| Q4 2019 | $1,762,000 | +84.9% | 45,958 | +75.0% | 0.50% | +32.9% |
| Q3 2019 | $953,000 | – | 26,259 | – | 0.38% | – |
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% |