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 | $1,108,581 | -2.6% | 27,065 | 0.0% | 0.11% | +3.8% |
| Q2 2023 | $1,138,082 | +2.6% | 27,065 | 0.0% | 0.10% | -21.8% |
| Q1 2023 | $1,109,122 | -0.4% | 27,065 | 0.0% | 0.13% | -44.8% |
| Q4 2022 | $1,113,452 | +11.1% | 27,065 | +1.7% | 0.24% | -11.7% |
| Q3 2022 | $1,002,000 | -1.2% | 26,602 | +2.2% | 0.27% | -1.4% |
| Q2 2022 | $1,014,000 | -12.3% | 26,026 | 0.0% | 0.28% | 0.0% |
| Q1 2022 | $1,156,000 | -3.3% | 26,026 | -3.4% | 0.28% | -14.2% |
| Q4 2021 | $1,195,000 | +7.0% | 26,938 | 0.0% | 0.32% | -43.4% |
| Q3 2021 | $1,117,000 | -1.6% | 26,938 | -0.4% | 0.57% | -2.6% |
| Q2 2021 | $1,135,000 | +3.7% | 27,059 | 0.0% | 0.59% | -2.7% |
| Q1 2021 | $1,094,000 | +16.1% | 27,059 | 0.0% | 0.60% | +10.9% |
| Q4 2020 | $942,000 | +4.9% | 27,059 | -12.8% | 0.54% | -7.8% |
| Q3 2020 | $898,000 | -4.6% | 31,035 | -6.5% | 0.59% | -13.5% |
| Q2 2020 | $941,000 | +2.8% | 33,192 | -12.3% | 0.68% | +16.4% |
| Q1 2020 | $915,000 | -33.0% | 37,855 | +5.5% | 0.58% | -3.1% |
| Q4 2019 | $1,365,000 | +7.3% | 35,878 | +2.5% | 0.60% | -4.4% |
| Q3 2019 | $1,272,000 | +14.5% | 35,020 | +14.1% | 0.63% | +7.5% |
| Q2 2019 | $1,111,000 | +0.9% | 30,691 | -0.2% | 0.59% | -5.0% |
| Q1 2019 | $1,101,000 | +13.0% | 30,764 | -0.1% | 0.62% | -12.4% |
| Q4 2018 | $974,000 | – | 30,795 | – | 0.71% | – |
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% |