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 | $8,886,706 | +1.4% | 216,961 | +4.1% | 0.37% | +6.9% |
| Q2 2023 | $8,763,145 | +10.5% | 208,398 | +7.7% | 0.35% | +8.1% |
| Q1 2023 | $7,928,706 | -3.2% | 193,477 | -2.8% | 0.32% | -0.9% |
| Q4 2022 | $8,188,659 | +17.2% | 199,044 | +7.3% | 0.32% | +3.2% |
| Q3 2022 | $6,988,000 | +19.6% | 185,509 | +23.7% | 0.32% | +26.0% |
| Q2 2022 | $5,845,000 | -24.5% | 149,957 | -13.9% | 0.25% | -18.6% |
| Q1 2022 | $7,738,000 | +10.7% | 174,192 | +10.6% | 0.31% | +7.0% |
| Q4 2021 | $6,987,000 | +5.7% | 157,509 | -1.3% | 0.29% | -5.9% |
| Q3 2021 | $6,613,000 | -34.2% | 159,545 | -33.4% | 0.30% | -35.2% |
| Q2 2021 | $10,051,000 | +67.5% | 239,600 | +61.4% | 0.47% | +52.4% |
| Q1 2021 | $6,000,000 | +10.4% | 148,449 | -5.0% | 0.31% | +10.4% |
| Q4 2020 | $5,437,000 | +10.6% | 156,194 | -8.1% | 0.28% | +7.7% |
| Q3 2020 | $4,918,000 | +8.0% | 170,040 | +5.8% | 0.26% | +1.2% |
| Q2 2020 | $4,554,000 | +18.2% | 160,676 | +0.7% | 0.26% | -4.1% |
| Q1 2020 | $3,854,000 | -34.6% | 159,510 | +3.0% | 0.27% | -22.8% |
| Q4 2019 | $5,890,000 | +6.7% | 154,839 | +1.8% | 0.35% | +2.4% |
| Q3 2019 | $5,522,000 | +1.4% | 152,092 | +1.8% | 0.34% | -3.7% |
| Q2 2019 | $5,444,000 | +3.4% | 149,363 | +1.6% | 0.35% | -3.6% |
| Q1 2019 | $5,263,000 | +23.6% | 147,062 | +9.3% | 0.36% | +13.7% |
| Q4 2018 | $4,258,000 | -17.4% | 134,610 | -3.7% | 0.32% | -22.3% |
| Q3 2018 | $5,157,000 | +5.2% | 139,819 | +2.1% | 0.41% | -5.7% |
| Q2 2018 | $4,902,000 | +8.5% | 136,926 | +3.4% | 0.44% | +12.9% |
| Q1 2018 | $4,519,000 | +16.6% | 132,454 | +20.5% | 0.39% | +9.3% |
| Q4 2017 | $3,877,000 | +8.4% | 109,881 | +207.1% | 0.36% | +25.9% |
| Q3 2017 | $3,576,000 | +5.8% | 35,783 | +3.5% | 0.28% | -1.1% |
| Q2 2017 | $3,380,000 | +6.4% | 34,574 | +6.1% | 0.28% | +0.4% |
| Q1 2017 | $3,177,000 | +10.5% | 32,576 | +7.0% | 0.28% | -7.5% |
| Q4 2016 | $2,874,000 | – | 30,456 | – | 0.31% | – |
Download | ||||||
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% |