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 | $2,494,973 | -3.5% | 60,913 | -0.9% | 0.03% | -26.2% |
| Q2 2023 | $2,585,875 | +5.8% | 61,496 | +3.1% | 0.04% | 0.0% |
| Q1 2023 | $2,443,638 | +3.4% | 59,631 | +3.8% | 0.04% | -8.7% |
| Q4 2022 | $2,362,834 | +40.1% | 57,435 | +28.4% | 0.05% | +21.1% |
| Q3 2022 | $1,686,000 | -4.6% | 44,747 | -1.2% | 0.04% | +2.7% |
| Q2 2022 | $1,768,000 | -29.1% | 45,292 | -19.3% | 0.04% | +8.8% |
| Q1 2022 | $2,494,000 | +51.8% | 56,151 | +51.6% | 0.03% | -20.9% |
| Q4 2021 | $1,643,000 | +7.5% | 37,043 | +0.5% | 0.04% | +13.2% |
| Q3 2021 | $1,528,000 | +87.0% | 36,866 | +89.3% | 0.04% | +31.0% |
| Q2 2021 | $817,000 | +172.3% | 19,480 | +163.4% | 0.03% | +61.1% |
| Q1 2021 | $300,000 | +21.0% | 7,397 | +4.0% | 0.02% | +5.9% |
| Q4 2020 | $248,000 | +6.9% | 7,113 | -11.2% | 0.02% | -22.7% |
| Q3 2020 | $232,000 | +2.7% | 8,012 | +0.2% | 0.02% | -4.3% |
| Q2 2020 | $226,000 | -11.0% | 7,999 | -24.4% | 0.02% | -42.5% |
| Q1 2020 | $254,000 | – | 10,574 | – | 0.04% | – |
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 & 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% |