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 | $880,149 | -3.8% | 21,488 | -1.3% | 0.56% | -6.1% |
| Q2 2023 | $915,156 | +2.3% | 21,764 | -0.0% | 0.59% | 0.0% |
| Q1 2023 | $894,232 | -0.2% | 21,773 | +0.0% | 0.59% | +1.0% |
| Q4 2022 | $895,596 | +9.2% | 21,769 | +0.0% | 0.59% | +11.2% |
| Q3 2022 | $820,000 | -3.3% | 21,762 | +0.0% | 0.53% | +1.5% |
| Q2 2022 | $848,000 | -12.2% | 21,757 | +0.0% | 0.52% | -0.8% |
| Q1 2022 | $966,000 | -3.8% | 21,752 | -3.9% | 0.52% | +1.4% |
| Q4 2021 | $1,004,000 | +6.8% | 22,635 | -0.2% | 0.52% | -2.5% |
| Q3 2021 | $940,000 | -1.4% | 22,672 | -0.2% | 0.53% | -4.9% |
| Q2 2021 | $953,000 | +1.8% | 22,710 | -1.9% | 0.56% | -4.5% |
| Q1 2021 | $936,000 | +7.6% | 23,160 | -7.3% | 0.58% | +2.3% |
| Q4 2020 | $870,000 | -56.6% | 24,983 | -64.0% | 0.57% | -59.2% |
| Q3 2020 | $2,005,000 | -7.8% | 69,345 | -9.7% | 1.40% | -9.8% |
| Q2 2020 | $2,175,000 | +14.4% | 76,759 | -2.5% | 1.55% | +13.0% |
| Q1 2020 | $1,902,000 | -36.5% | 78,729 | -0.0% | 1.37% | -28.4% |
| Q4 2019 | $2,996,000 | – | 78,758 | – | 1.91% | – |
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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% |