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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $25,665,000 | +8.7% | 686,144 | +5.5% | 0.16% | -0.6% |
| Q3 2019 | $23,620,000 | +9.5% | 650,487 | +9.3% | 0.16% | +4.5% |
| Q2 2019 | $21,567,000 | +8.2% | 595,102 | +7.5% | 0.16% | +2.6% |
| Q1 2019 | $19,933,000 | +33.7% | 553,347 | +18.8% | 0.15% | +13.4% |
| Q4 2018 | $14,904,000 | +119.4% | 465,958 | +153.0% | 0.13% | +135.1% |
| Q3 2018 | $6,794,000 | -22.0% | 184,189 | -29.5% | 0.06% | -29.6% |
| Q2 2018 | $8,712,000 | 0.0% | 261,186 | 0.0% | 0.08% | 0.0% |
| Q1 2018 | $8,712,000 | +3.4% | 261,186 | +9.3% | 0.08% | 0.0% |
| Q4 2017 | $8,429,000 | +11.4% | 238,903 | +215.5% | 0.08% | -1.2% |
| Q3 2017 | $7,569,000 | +16.3% | 75,729 | +13.8% | 0.08% | +7.9% |
| Q2 2017 | $6,507,000 | +2.6% | 66,573 | +2.4% | 0.08% | -5.0% |
| Q1 2017 | $6,340,000 | +13.8% | 65,008 | +10.2% | 0.08% | +3.9% |
| Q4 2016 | $5,570,000 | +19.3% | 59,015 | +14.9% | 0.08% | +10.0% |
| Q3 2016 | $4,669,000 | +11.4% | 51,382 | +9.7% | 0.07% | +4.5% |
| Q2 2016 | $4,191,000 | +8.7% | 46,823 | +4.5% | 0.07% | -1.5% |
| Q1 2016 | $3,857,000 | +1.9% | 44,789 | -4.7% | 0.07% | -2.9% |
| Q4 2015 | $3,784,000 | +7.6% | 46,997 | +3.8% | 0.07% | -4.1% |
| Q3 2015 | $3,517,000 | -38.7% | 45,295 | -34.7% | 0.07% | -31.1% |
| Q2 2015 | $5,735,000 | -15.9% | 69,382 | -12.4% | 0.11% | -19.1% |
| Q1 2015 | $6,822,000 | +224.9% | 79,242 | +216.0% | 0.13% | +184.8% |
| Q4 2014 | $2,100,000 | -9.9% | 25,080 | -15.7% | 0.05% | -28.1% |
| Q3 2014 | $2,331,000 | +3.4% | 29,763 | +7.8% | 0.06% | +3.2% |
| Q2 2014 | $2,255,000 | +65.8% | 27,614 | +56.4% | 0.06% | +55.0% |
| Q1 2014 | $1,360,000 | +11.8% | 17,653 | +8.2% | 0.04% | +5.3% |
| Q4 2013 | $1,217,000 | +67.2% | 16,314 | +55.8% | 0.04% | +52.0% |
| Q3 2013 | $728,000 | +64.3% | 10,474 | +55.0% | 0.02% | +56.2% |
| Q2 2013 | $443,000 | – | 6,758 | – | 0.02% | – |
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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% |