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 | $1,244,774 | -16.7% | 30,390 | -14.5% | 0.12% | -16.7% |
| Q2 2023 | $1,494,457 | +4.1% | 35,540 | +1.4% | 0.15% | -2.6% |
| Q1 2023 | $1,435,939 | +8.6% | 35,040 | +9.0% | 0.15% | +2.7% |
| Q4 2022 | $1,322,240 | +9.2% | 32,140 | 0.0% | 0.15% | +31.6% |
| Q3 2022 | $1,211,000 | +9.0% | 32,140 | +12.8% | 0.11% | -14.9% |
| Q2 2022 | $1,111,000 | -16.0% | 28,490 | -4.3% | 0.13% | -3.6% |
| Q1 2022 | $1,322,000 | -3.4% | 29,770 | -3.5% | 0.14% | -3.5% |
| Q4 2021 | $1,369,000 | +11.8% | 30,855 | +4.5% | 0.14% | +2.1% |
| Q3 2021 | $1,224,000 | -1.2% | 29,525 | 0.0% | 0.14% | 0.0% |
| Q2 2021 | $1,239,000 | -1.7% | 29,525 | -5.3% | 0.14% | -4.1% |
| Q1 2021 | $1,260,000 | +41.4% | 31,175 | +21.8% | 0.15% | +25.6% |
| Q4 2020 | $891,000 | – | 25,600 | – | 0.12% | – |
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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% |