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 2023 | $1,364,811 | -7.3% | 34,508 | -1.3% | 0.28% | -17.0% |
| Q4 2022 | $1,473,058 | +12.4% | 34,956 | +0.5% | 0.34% | -2.3% |
| Q3 2022 | $1,311,000 | -5.5% | 34,795 | -2.2% | 0.35% | +18.3% |
| Q2 2022 | $1,387,000 | -12.7% | 35,595 | -0.5% | 0.30% | +3.9% |
| Q1 2022 | $1,589,000 | -1.6% | 35,780 | -1.7% | 0.28% | +0.7% |
| Q4 2021 | $1,615,000 | +4.5% | 36,402 | +0.8% | 0.28% | -1.1% |
| Q3 2021 | $1,545,000 | -3.1% | 36,124 | -2.7% | 0.28% | -25.2% |
| Q2 2021 | $1,595,000 | +2.2% | 37,113 | +0.6% | 0.38% | -3.8% |
| Q1 2021 | $1,560,000 | +51.0% | 36,900 | +24.3% | 0.40% | -14.3% |
| Q4 2020 | $1,033,000 | +2.2% | 29,676 | -3.5% | 0.46% | -6.9% |
| Q3 2020 | $1,011,000 | +22.8% | 30,756 | +14.5% | 0.50% | +58.0% |
| Q2 2020 | $823,000 | – | 26,871 | – | 0.31% | – |
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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% |