WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 348 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $13,523 | -36.2% | 330 | -35.9% | 0.00% | – |
| Q4 2022 | $21,188 | +11.5% | 515 | 0.0% | 0.00% | – |
| Q3 2022 | $19,000 | -5.0% | 515 | 0.0% | 0.00% | – |
| Q2 2022 | $20,000 | -13.0% | 515 | 0.0% | 0.00% | – |
| Q1 2022 | $23,000 | 0.0% | 515 | 0.0% | 0.00% | – |
| Q4 2021 | $23,000 | +4.5% | 515 | 0.0% | 0.00% | – |
| Q3 2021 | $22,000 | 0.0% | 515 | 0.0% | 0.00% | – |
| Q2 2021 | $22,000 | +4.8% | 515 | 0.0% | 0.00% | – |
| Q1 2021 | $21,000 | +16.7% | 515 | 0.0% | 0.00% | – |
| Q4 2020 | $18,000 | +20.0% | 515 | 0.0% | 0.00% | – |
| Q3 2020 | $15,000 | -55.9% | 515 | -56.7% | 0.00% | – |
| Q2 2020 | $34,000 | -35.8% | 1,189 | -46.0% | 0.00% | – |
| Q1 2020 | $53,000 | -25.4% | 2,200 | +17.3% | 0.00% | – |
| Q4 2019 | $71,000 | +129.0% | 1,875 | +114.3% | 0.00% | – |
| Q3 2019 | $31,000 | -20.5% | 875 | -20.7% | 0.00% | – |
| Q2 2019 | $39,000 | -81.9% | 1,103 | -57.4% | 0.00% | – |
| Q4 2014 | $216,000 | -43.5% | 2,587 | -47.1% | 0.00% | – |
| Q3 2014 | $382,000 | -10.5% | 4,886 | -6.6% | 0.00% | – |
| Q2 2014 | $427,000 | +22.0% | 5,234 | +15.2% | 0.00% | – |
| Q1 2014 | $350,000 | -54.7% | 4,542 | -56.2% | 0.00% | -100.0% |
| Q4 2013 | $773,000 | -75.1% | 10,372 | -76.7% | 0.00% | -50.0% |
| Q3 2013 | $3,100,000 | – | 44,596 | – | 0.00% | – |
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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 Wealth, 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% |