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 | $493,670 | -8.1% | 12,053 | -5.7% | 0.04% | -6.8% |
| Q2 2023 | $537,187 | -17.2% | 12,775 | -19.3% | 0.04% | -27.9% |
| Q1 2023 | $648,554 | +12.4% | 15,826 | +12.9% | 0.06% | +3.4% |
| Q4 2022 | $576,912 | +41.4% | 14,023 | +29.4% | 0.06% | +25.5% |
| Q3 2022 | $408,000 | -7.9% | 10,838 | -4.6% | 0.05% | -6.0% |
| Q2 2022 | $443,000 | -13.3% | 11,356 | -1.3% | 0.05% | +2.0% |
| Q1 2022 | $511,000 | -3.8% | 11,501 | -3.9% | 0.05% | -2.0% |
| Q4 2021 | $531,000 | +118.5% | 11,970 | +106.3% | 0.05% | +92.3% |
| Q3 2021 | $243,000 | 0.0% | 5,802 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $243,000 | +5.7% | 5,802 | +1.8% | 0.03% | 0.0% |
| Q1 2021 | $230,000 | +44.7% | 5,702 | +3.6% | 0.03% | +23.8% |
| Q3 2020 | $159,000 | -4.8% | 5,502 | -6.7% | 0.02% | -16.0% |
| Q2 2020 | $167,000 | +21.9% | 5,897 | +3.9% | 0.02% | -7.4% |
| Q1 2020 | $137,000 | -87.5% | 5,677 | -80.2% | 0.03% | -85.9% |
| Q4 2019 | $1,093,000 | +19.8% | 28,740 | +14.3% | 0.19% | +6.7% |
| Q3 2019 | $912,000 | +21.0% | 25,140 | +20.6% | 0.18% | +14.7% |
| Q2 2019 | $754,000 | +4.3% | 20,840 | +3.1% | 0.16% | +4.7% |
| Q1 2019 | $723,000 | +121.8% | 20,205 | +95.6% | 0.15% | +88.6% |
| Q4 2018 | $326,000 | +48.9% | 10,330 | +73.1% | 0.08% | +92.7% |
| Q3 2018 | $219,000 | +2.8% | 5,968 | 0.0% | 0.04% | -4.7% |
| Q2 2018 | $213,000 | – | 5,968 | – | 0.04% | – |
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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% |