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 | $3,292,899 | +6.1% | 80,393 | +8.9% | 0.14% | +11.5% |
| Q2 2023 | $3,103,000 | -12.0% | 73,805 | -14.3% | 0.12% | -14.1% |
| Q1 2023 | $3,527,000 | -5.5% | 86,076 | -5.1% | 0.14% | -1.4% |
| Q4 2022 | $3,733,000 | +9.1% | 90,744 | -0.1% | 0.14% | -1.4% |
| Q3 2022 | $3,422,000 | -4.8% | 90,830 | -1.5% | 0.15% | +1.4% |
| Q2 2022 | $3,594,000 | -4.5% | 92,201 | +8.8% | 0.14% | +12.5% |
| Q1 2022 | $3,763,000 | -2.2% | 84,731 | -2.3% | 0.13% | +5.8% |
| Q4 2021 | $3,846,000 | +5.2% | 86,710 | -1.7% | 0.12% | -5.5% |
| Q3 2021 | $3,657,000 | +0.2% | 88,219 | +1.4% | 0.13% | +10.3% |
| Q2 2021 | $3,650,000 | -0.4% | 87,027 | -4.0% | 0.12% | -6.5% |
| Q1 2021 | $3,664,000 | +14.6% | 90,651 | -1.3% | 0.12% | +15.9% |
| Q4 2020 | $3,197,000 | +22.7% | 91,839 | +1.9% | 0.11% | +11.5% |
| Q3 2020 | $2,605,000 | -1.1% | 90,097 | -3.0% | 0.10% | -5.0% |
| Q2 2020 | $2,633,000 | +10.3% | 92,911 | -6.0% | 0.10% | +7.4% |
| Q1 2020 | $2,387,000 | -25.8% | 98,826 | +16.9% | 0.09% | -9.6% |
| Q4 2019 | $3,217,000 | +4.2% | 84,562 | -0.5% | 0.10% | +3.0% |
| Q3 2019 | $3,087,000 | +6.5% | 85,026 | +6.2% | 0.10% | +8.6% |
| Q2 2019 | $2,898,000 | -2.1% | 80,051 | -3.2% | 0.09% | -2.1% |
| Q1 2019 | $2,961,000 | +13.5% | 82,711 | +0.3% | 0.10% | +8.0% |
| Q4 2018 | $2,608,000 | -2.8% | 82,480 | +13.4% | 0.09% | +15.8% |
| Q3 2018 | $2,683,000 | – | 72,755 | – | 0.08% | – |
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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% |