WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 305 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $421,491 | +7.3% | 9,225 | -3.8% | 0.06% | -4.6% |
| Q3 2023 | $392,847 | +97380.6% | 9,591 | 0.0% | 0.06% | -1.5% |
| Q2 2023 | $403 | +2.5% | 9,591 | 0.0% | 0.07% | -7.0% |
| Q1 2023 | $393 | -99.9% | 9,591 | -5.4% | 0.07% | -16.5% |
| Q4 2022 | $417,077 | +5.6% | 10,138 | -3.3% | 0.08% | -15.0% |
| Q3 2022 | $395,000 | -16.0% | 10,480 | -13.3% | 0.10% | -7.4% |
| Q2 2022 | $470,000 | -12.5% | 12,082 | 0.0% | 0.11% | +2.9% |
| Q1 2022 | $537,000 | +0.2% | 12,082 | 0.0% | 0.10% | +15.4% |
| Q4 2021 | $536,000 | +7.0% | 12,082 | 0.0% | 0.09% | +5.8% |
| Q3 2021 | $501,000 | -22.1% | 12,082 | -21.2% | 0.09% | -18.9% |
| Q2 2021 | $643,000 | -66.7% | 15,327 | -67.9% | 0.11% | -67.4% |
| Q1 2021 | $1,932,000 | +11.1% | 47,780 | -4.4% | 0.32% | +12.5% |
| Q4 2020 | $1,739,000 | +20.1% | 49,958 | -0.2% | 0.29% | +11.2% |
| Q3 2020 | $1,448,000 | +1.8% | 50,075 | -0.2% | 0.26% | -0.4% |
| Q2 2020 | $1,422,000 | +6.0% | 50,172 | -9.7% | 0.26% | -2.2% |
| Q1 2020 | $1,342,000 | -43.0% | 55,545 | -10.2% | 0.27% | -27.8% |
| Q4 2019 | $2,354,000 | +4.3% | 61,884 | -0.5% | 0.37% | +0.5% |
| Q3 2019 | $2,258,000 | -1.6% | 62,201 | -1.9% | 0.37% | -4.9% |
| Q2 2019 | $2,294,000 | – | 63,375 | – | 0.39% | – |
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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% |