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 | $818,482 | +3.1% | 19,982 | +5.9% | 0.05% | +10.4% |
| Q2 2023 | $793,783 | -7.3% | 18,877 | -9.7% | 0.05% | -12.7% |
| Q1 2023 | $856,352 | +32.7% | 20,897 | +33.2% | 0.06% | +19.6% |
| Q4 2022 | $645,288 | +129475.9% | 15,685 | +18.6% | 0.05% | +17.9% |
| Q3 2022 | $498 | +19.7% | 13,225 | +23.8% | 0.04% | +18.2% |
| Q2 2022 | $416 | -22.2% | 10,684 | -11.2% | 0.03% | -8.3% |
| Q1 2022 | $535 | +15.8% | 12,037 | +15.5% | 0.04% | 0.0% |
| Q4 2021 | $462 | +29.8% | 10,418 | +21.2% | 0.04% | +2.9% |
| Q3 2021 | $356 | -6.8% | 8,598 | -5.7% | 0.04% | -22.2% |
| Q2 2021 | $382 | +12.7% | 9,118 | +8.8% | 0.04% | -15.1% |
| Q1 2021 | $339 | +12.6% | 8,384 | -3.0% | 0.05% | -11.7% |
| Q4 2020 | $301 | +14.0% | 8,647 | -5.4% | 0.06% | -4.8% |
| Q3 2020 | $264 | -99.9% | 9,145 | +7.3% | 0.06% | +3.3% |
| Q2 2020 | $241,000 | -13.6% | 8,520 | -26.2% | 0.06% | -15.3% |
| Q1 2020 | $279,000 | -39.9% | 11,546 | -5.3% | 0.07% | -36.8% |
| Q4 2019 | $464,000 | +30.0% | 12,191 | +24.1% | 0.11% | +25.3% |
| Q3 2019 | $357,000 | -2.5% | 9,823 | -2.8% | 0.09% | -18.8% |
| Q2 2019 | $366,000 | -2.9% | 10,108 | -4.1% | 0.11% | -18.8% |
| Q1 2019 | $377,000 | -8.5% | 10,543 | -19.1% | 0.14% | -42.5% |
| Q4 2018 | $412,000 | – | 13,030 | – | 0.24% | – |
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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% |