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 | ||||
---|---|---|---|---|---|---|
Q1 2021 | $1,148,000 | +19.0% | 28,411 | +2.5% | 0.13% | +27.5% |
Q4 2020 | $965,000 | +0.3% | 27,710 | -16.7% | 0.10% | -10.5% |
Q3 2020 | $962,000 | -3.9% | 33,250 | +20.3% | 0.11% | 0.0% |
Q2 2020 | $1,001,000 | +39.6% | 27,645 | -6.8% | 0.11% | +7.5% |
Q1 2020 | $717,000 | -35.3% | 29,675 | +1.9% | 0.11% | -15.2% |
Q4 2019 | $1,108,000 | +11.2% | 29,115 | +6.2% | 0.12% | +4.2% |
Q3 2019 | $996,000 | – | 27,425 | – | 0.12% | – |
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% |