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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $256,551 | -2.7% | 6,101 | -5.2% | 0.12% | -1.6% |
| Q1 2023 | $263,654 | -0.2% | 6,434 | +0.2% | 0.12% | +19.6% |
| Q4 2022 | $264,114 | +14.3% | 6,420 | +4.5% | 0.10% | -22.7% |
| Q3 2022 | $231,000 | -8.3% | 6,141 | -5.2% | 0.13% | -5.7% |
| Q2 2022 | $252,000 | -3.8% | 6,481 | +9.6% | 0.14% | +79.5% |
| Q1 2022 | $262,000 | -4.0% | 5,914 | -4.1% | 0.08% | +6.8% |
| Q4 2021 | $273,000 | +7.5% | 6,166 | +0.3% | 0.07% | +30.4% |
| Q3 2021 | $254,000 | -38.0% | 6,145 | -37.2% | 0.06% | -28.2% |
| Q2 2021 | $410,000 | -11.6% | 9,781 | -14.7% | 0.08% | -13.3% |
| Q1 2021 | $464,000 | +16.0% | 11,472 | -0.2% | 0.09% | +26.8% |
| Q4 2020 | $400,000 | +25.8% | 11,491 | +4.5% | 0.07% | +9.2% |
| Q3 2020 | $318,000 | -3.0% | 10,999 | -5.1% | 0.06% | -8.5% |
| Q2 2020 | $328,000 | +13.9% | 11,584 | -2.9% | 0.07% | 0.0% |
| Q1 2020 | $288,000 | -27.5% | 11,933 | +14.4% | 0.07% | -11.2% |
| Q4 2019 | $397,000 | +8.8% | 10,427 | +3.7% | 0.08% | -1.2% |
| Q3 2019 | $365,000 | +26.3% | 10,054 | +25.8% | 0.08% | -1.2% |
| Q2 2019 | $289,000 | +6.2% | 7,993 | +5.2% | 0.08% | -1.2% |
| Q1 2019 | $272,000 | +75.5% | 7,596 | +77.7% | 0.08% | +112.8% |
| Q4 2017 | $155,000 | – | 4,274 | – | 0.04% | – |
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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% |