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 | ||||
---|---|---|---|---|---|---|
Q4 2020 | $260,000 | +20.4% | 7,456 | 0.0% | 0.16% | 0.0% |
Q3 2020 | $216,000 | +2.4% | 7,456 | 0.0% | 0.16% | -4.3% |
Q2 2020 | $211,000 | -25.7% | 7,456 | 0.0% | 0.16% | -22.7% |
Q4 2019 | $284,000 | +28.5% | 7,456 | +22.4% | 0.21% | +12.2% |
Q3 2019 | $221,000 | +5.2% | 6,093 | +5.0% | 0.19% | -10.9% |
Q2 2019 | $210,000 | – | 5,805 | – | 0.21% | – |
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% |