WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 305 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $356,000 | -1.4% | 8,595 | 0.0% | 0.22% | +2.9% |
| Q2 2021 | $361,000 | -12.2% | 8,595 | -15.5% | 0.21% | -18.0% |
| Q1 2021 | $411,000 | +39.8% | 10,173 | 0.0% | 0.26% | +15.9% |
| Q4 2020 | $294,000 | -0.7% | 10,173 | 0.0% | 0.22% | 0.0% |
| Q3 2020 | $296,000 | +2.8% | 10,173 | 0.0% | 0.22% | -16.3% |
| Q2 2020 | $288,000 | -43.4% | 10,173 | -47.5% | 0.26% | -45.1% |
| Q1 2020 | $509,000 | -63.0% | 19,377 | -46.9% | 0.48% | -52.1% |
| Q4 2019 | $1,377,000 | -1.1% | 36,522 | -4.8% | 1.00% | -21.1% |
| Q3 2019 | $1,393,000 | -1.3% | 38,372 | -1.5% | 1.27% | -2.3% |
| Q2 2019 | $1,412,000 | 0.0% | 38,942 | 0.0% | 1.30% | -8.6% |
| Q1 2019 | $1,412,000 | +9.4% | 38,942 | 0.0% | 1.42% | -19.8% |
| Q4 2018 | $1,291,000 | -6.9% | 38,942 | -3.7% | 1.77% | +0.1% |
| Q3 2018 | $1,387,000 | -7.0% | 40,442 | -3.0% | 1.77% | +2.4% |
| Q2 2018 | $1,492,000 | -37.3% | 41,679 | -40.2% | 1.73% | -7.3% |
| Q1 2018 | $2,380,000 | -6.3% | 69,754 | -1.6% | 1.86% | +2.4% |
| Q4 2017 | $2,540,000 | – | 70,854 | – | 1.82% | – |
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 Wealth, 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% |