WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 304 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $75,576 | -2.3% | 1,845 | +0.3% | 0.03% | -3.1% |
| Q2 2023 | $77,372 | +101705.3% | 1,840 | -1.1% | 0.03% | -8.6% |
| Q1 2023 | $76 | 0.0% | 1,861 | +0.8% | 0.04% | -5.4% |
| Q4 2022 | $76 | – | 1,847 | +36840.0% | 0.04% | – |
| Q3 2022 | $0 | -100.0% | 5 | -99.7% | 0.00% | -100.0% |
| Q2 2022 | $73,000 | -21.5% | 1,849 | -4.9% | 0.03% | -16.7% |
| Q1 2022 | $93,000 | -4.1% | 1,945 | +0.3% | 0.04% | -14.3% |
| Q4 2021 | $97,000 | -4.9% | 1,940 | 0.0% | 0.04% | -10.6% |
| Q3 2021 | $102,000 | +32.5% | 1,940 | +5.4% | 0.05% | +27.0% |
| Q2 2021 | $77,000 | +4.1% | 1,840 | 0.0% | 0.04% | +8.8% |
| Q1 2021 | $74,000 | +15.6% | 1,840 | 0.0% | 0.03% | +17.2% |
| Q4 2020 | $64,000 | +20.8% | 1,840 | 0.0% | 0.03% | -3.3% |
| Q3 2020 | $53,000 | +1.9% | 1,840 | 0.0% | 0.03% | -6.2% |
| Q2 2020 | $52,000 | -25.7% | 1,840 | 0.0% | 0.03% | -30.4% |
| Q4 2019 | $70,000 | – | 1,840 | – | 0.05% | – |
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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% |