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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,082,000 | +16.1% | 26,765 | 0.0% | 0.11% | +12.8% |
| Q4 2020 | $932,000 | +20.4% | 26,765 | 0.0% | 0.09% | +9.3% |
| Q3 2020 | $774,000 | +2.0% | 26,765 | 0.0% | 0.09% | -7.5% |
| Q2 2020 | $759,000 | +27.1% | 26,765 | +8.4% | 0.09% | +5.7% |
| Q1 2020 | $597,000 | -20.1% | 24,700 | +25.7% | 0.09% | +1.1% |
| Q4 2019 | $747,000 | +2.5% | 19,650 | 0.0% | 0.09% | -6.5% |
| Q3 2019 | $729,000 | +91.8% | 19,650 | +87.1% | 0.09% | +89.8% |
| Q2 2019 | $380,000 | +1.1% | 10,500 | 0.0% | 0.05% | -2.0% |
| Q1 2019 | $376,000 | +3.9% | 10,500 | 0.0% | 0.05% | -2.0% |
| Q4 2018 | $362,000 | -45.5% | 10,500 | -41.7% | 0.05% | -37.8% |
| Q3 2018 | $664,000 | +3.1% | 18,000 | 0.0% | 0.08% | -3.5% |
| Q2 2018 | $644,000 | +4.9% | 18,000 | 0.0% | 0.08% | +10.4% |
| Q1 2018 | $614,000 | -3.3% | 18,000 | 0.0% | 0.08% | 0.0% |
| Q4 2017 | $635,000 | – | 18,000 | – | 0.08% | – |
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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% |