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 | $5,295,022 | -3.4% | 129,273 | -0.8% | 0.55% | -5.1% |
| Q2 2023 | $5,480,292 | +0.5% | 130,328 | -2.0% | 0.58% | -10.3% |
| Q1 2023 | $5,450,832 | -0.9% | 133,012 | -0.5% | 0.65% | -6.7% |
| Q4 2022 | $5,501,323 | +9.5% | 133,722 | +0.3% | 0.70% | -7.4% |
| Q3 2022 | $5,023,000 | -5.3% | 133,338 | -2.0% | 0.75% | -8.2% |
| Q2 2022 | $5,305,000 | -12.9% | 136,086 | -0.8% | 0.82% | -7.2% |
| Q1 2022 | $6,094,000 | -0.5% | 137,182 | -0.7% | 0.88% | +2.0% |
| Q4 2021 | $6,126,000 | +6.2% | 138,108 | -0.8% | 0.87% | -3.5% |
| Q3 2021 | $5,771,000 | -1.7% | 139,229 | -0.5% | 0.90% | -2.5% |
| Q2 2021 | $5,871,000 | +2.7% | 139,963 | -1.0% | 0.92% | -5.0% |
| Q1 2021 | $5,714,000 | +11.0% | 141,371 | -4.4% | 0.97% | +1.6% |
| Q4 2020 | $5,147,000 | +9.1% | 147,850 | -9.4% | 0.95% | -2.9% |
| Q3 2020 | $4,717,000 | -11.0% | 163,117 | -12.8% | 0.98% | -14.0% |
| Q2 2020 | $5,300,000 | -35.3% | 187,018 | -44.8% | 1.14% | -45.8% |
| Q1 2020 | $8,188,000 | -26.0% | 338,909 | +16.5% | 2.11% | -4.0% |
| Q4 2019 | $11,062,000 | -2.8% | 290,807 | -7.2% | 2.20% | -4.7% |
| Q3 2019 | $11,383,000 | -1.7% | 313,488 | -2.0% | 2.30% | -1.6% |
| Q2 2019 | $11,576,000 | +0.7% | 319,790 | -0.5% | 2.34% | -1.2% |
| Q1 2019 | $11,500,000 | +12.4% | 321,316 | -0.7% | 2.37% | +0.2% |
| Q4 2018 | $10,233,000 | – | 323,529 | – | 2.36% | – |
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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% |