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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $258,286 | +11.5% | 5,653 | 0.0% | 0.03% | 0.0% |
| Q3 2023 | $231,547 | -2.6% | 5,653 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $237,709 | -2.6% | 5,653 | -5.0% | 0.03% | -6.7% |
| Q1 2023 | $243,954 | -0.4% | 5,953 | 0.0% | 0.03% | -3.2% |
| Q4 2022 | $244,906 | +9.3% | 5,953 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $224,000 | -3.4% | 5,953 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $232,000 | -12.1% | 5,953 | 0.0% | 0.03% | +3.3% |
| Q1 2022 | $264,000 | -16.5% | 5,953 | -16.4% | 0.03% | -14.3% |
| Q4 2021 | $316,000 | – | 7,124 | 0.0% | 0.04% | – |
| Q2 2021 | $0 | -100.0% | 7,124 | 0.0% | 0.00% | -100.0% |
| Q1 2021 | $1,000,000 | 0.0% | 7,124 | -1.2% | 0.13% | -10.9% |
| Q4 2020 | $1,000,000 | +378.5% | 7,211 | 0.0% | 0.15% | +320.0% |
| Q3 2020 | $209,000 | -5.4% | 7,211 | -7.5% | 0.04% | -12.5% |
| Q2 2020 | $221,000 | -62.9% | 7,795 | -68.4% | 0.04% | -71.2% |
| Q1 2020 | $596,000 | -69.6% | 24,680 | -52.1% | 0.14% | -67.5% |
| Q4 2019 | $1,958,000 | +4.8% | 51,483 | 0.0% | 0.43% | -3.8% |
| Q3 2019 | $1,869,000 | – | 51,483 | – | 0.44% | – |
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% |