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 | $1,555,988 | -7.6% | 37,988 | -5.1% | 0.11% | -9.4% |
| Q2 2023 | $1,683,808 | -52.8% | 40,043 | -54.0% | 0.12% | -56.7% |
| Q1 2023 | $3,567,368 | -47.3% | 87,051 | -47.1% | 0.27% | -53.0% |
| Q4 2022 | $6,774,445 | +8.2% | 164,668 | -0.9% | 0.57% | -1.5% |
| Q3 2022 | $6,261,000 | -4.6% | 166,194 | -1.3% | 0.58% | +1.6% |
| Q2 2022 | $6,566,000 | -14.8% | 168,451 | -2.9% | 0.57% | -2.5% |
| Q1 2022 | $7,707,000 | -0.9% | 173,509 | -1.0% | 0.59% | -2.5% |
| Q4 2021 | $7,776,000 | +0.3% | 175,298 | -6.3% | 0.60% | -10.7% |
| Q3 2021 | $7,752,000 | -6.2% | 187,012 | -5.1% | 0.68% | -7.1% |
| Q2 2021 | $8,267,000 | -80.8% | 197,078 | -66.5% | 0.73% | -81.5% |
| Q1 2021 | $43,150,000 | +434.5% | 588,045 | +153.6% | 3.94% | +359.3% |
| Q4 2020 | $8,073,000 | +13.4% | 231,915 | -5.8% | 0.86% | +9.2% |
| Q3 2020 | $7,116,000 | -22.6% | 246,069 | -24.2% | 0.78% | -31.3% |
| Q2 2020 | $9,196,000 | +6.9% | 324,505 | -8.8% | 1.14% | -11.1% |
| Q1 2020 | $8,599,000 | -72.6% | 355,932 | -56.9% | 1.28% | -62.9% |
| Q4 2019 | $31,404,000 | +2.6% | 825,558 | -2.0% | 3.46% | -8.4% |
| Q3 2019 | $30,597,000 | +1.4% | 842,649 | +1.1% | 3.77% | +1.3% |
| Q2 2019 | $30,183,000 | – | 833,791 | – | 3.72% | – |
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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% |