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 | $244,081 | -2.6% | 5,959 | 0.0% | 0.12% | +0.8% |
| Q2 2023 | $250,576 | +2.6% | 5,959 | 0.0% | 0.12% | -2.4% |
| Q1 2023 | $244,200 | -0.4% | 5,959 | 0.0% | 0.12% | -1.6% |
| Q4 2022 | $245,153 | +1.3% | 5,959 | -7.2% | 0.13% | -7.3% |
| Q3 2022 | $242,000 | -4.7% | 6,421 | 0.0% | 0.14% | 0.0% |
| Q2 2022 | $254,000 | -10.9% | 6,421 | 0.0% | 0.14% | -0.7% |
| Q1 2022 | $285,000 | 0.0% | 6,421 | 0.0% | 0.14% | +2.2% |
| Q4 2021 | $285,000 | +7.1% | 6,421 | 0.0% | 0.14% | -6.2% |
| Q3 2021 | $266,000 | -1.1% | 6,421 | 0.0% | 0.14% | +2.1% |
| Q2 2021 | $269,000 | +3.5% | 6,421 | 0.0% | 0.14% | -4.1% |
| Q1 2021 | $260,000 | +16.1% | 6,421 | 0.0% | 0.15% | +6.5% |
| Q4 2020 | $224,000 | – | 6,421 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,048,666 | $43,142,110 | 9.15% |
| Melone Private Wealth, LLC | 229,395 | $9,437,293 | 8.00% |
| IAG Wealth Partners, LLC | 466,556 | $19,194,105 | 5.66% |
| Linscomb & Williams, Inc. | 2,269,083 | $93,350,068 | 4.74% |
| Marion Wealth Management | 204,102 | $8,396,767 | 3.54% |
| RiverTree Advisors, LLC | 95,332 | $3,921,958 | 3.22% |
| Concord Wealth Partners | 230,481 | $9,481,988 | 2.85% |
| Private Wealth Strategies, L.L.C. | 248,166 | $10,209,361 | 2.72% |
| DB Wealth Management Group, LLC | 97,840 | $4,025,128 | 2.61% |
| Bickling Financial Services, Inc. | 99,589 | $4,097,085 | 2.56% |