WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 279 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,172,590 | +2.9% | 443,667 | +5.6% | 0.02% | 0.0% |
| Q2 2023 | $17,666,557 | -17.0% | 420,132 | -19.1% | 0.02% | -16.7% |
| Q1 2023 | $21,272,915 | -0.9% | 519,105 | -0.5% | 0.02% | -10.0% |
| Q4 2022 | $21,470,179 | +24.2% | 521,878 | +13.8% | 0.02% | +17.6% |
| Q3 2022 | $17,280,000 | +7.9% | 458,728 | +11.7% | 0.02% | +6.2% |
| Q2 2022 | $16,009,000 | +1.9% | 410,709 | +16.1% | 0.02% | +23.1% |
| Q1 2022 | $15,715,000 | -0.0% | 353,778 | -0.2% | 0.01% | 0.0% |
| Q4 2021 | $15,720,000 | +13.8% | 354,384 | +6.3% | 0.01% | +8.3% |
| Q3 2021 | $13,814,000 | +1.7% | 333,256 | +2.9% | 0.01% | 0.0% |
| Q2 2021 | $13,589,000 | +6.0% | 323,930 | +2.1% | 0.01% | -7.7% |
| Q1 2021 | $12,820,000 | +16.5% | 317,154 | +0.3% | 0.01% | +8.3% |
| Q4 2020 | $11,004,000 | +16.5% | 316,125 | -3.2% | 0.01% | 0.0% |
| Q3 2020 | $9,447,000 | -11.2% | 326,658 | -13.0% | 0.01% | -14.3% |
| Q2 2020 | $10,640,000 | -30.0% | 375,422 | -40.4% | 0.01% | -41.7% |
| Q1 2020 | $15,207,000 | -63.7% | 629,427 | -42.9% | 0.02% | -54.7% |
| Q4 2019 | $41,933,000 | +3.5% | 1,102,340 | -1.2% | 0.05% | -7.0% |
| Q3 2019 | $40,530,000 | +2.9% | 1,116,211 | +2.6% | 0.06% | 0.0% |
| Q2 2019 | $39,374,000 | +3.5% | 1,087,691 | +2.3% | 0.06% | -1.7% |
| Q1 2019 | $38,038,000 | +46.6% | 1,062,825 | +29.6% | 0.06% | +28.9% |
| Q4 2018 | $25,949,000 | -11.8% | 820,382 | +2.8% | 0.04% | 0.0% |
| Q3 2018 | $29,418,000 | +6.7% | 797,684 | +3.6% | 0.04% | -2.2% |
| Q2 2018 | $27,558,000 | +12.6% | 769,760 | +7.3% | 0.05% | +4.5% |
| Q1 2018 | $24,483,000 | -0.4% | 717,555 | +3.0% | 0.04% | -2.2% |
| Q4 2017 | $24,579,000 | -1.8% | 696,705 | +178.3% | 0.04% | -10.0% |
| Q3 2017 | $25,020,000 | +2.0% | 250,332 | -0.3% | 0.05% | -5.7% |
| Q2 2017 | $24,534,000 | +9.3% | 250,985 | +9.0% | 0.05% | +1.9% |
| Q1 2017 | $22,456,000 | +24.3% | 230,246 | +20.3% | 0.05% | +13.0% |
| Q4 2016 | $18,066,000 | +18.0% | 191,397 | +13.7% | 0.05% | +9.5% |
| Q3 2016 | $15,306,000 | +15.5% | 168,373 | +13.7% | 0.04% | +2.4% |
| Q2 2016 | $13,255,000 | +48.2% | 148,103 | +42.6% | 0.04% | +36.7% |
| Q1 2016 | $8,943,000 | +7.9% | 103,860 | +0.9% | 0.03% | 0.0% |
| Q4 2015 | $8,286,000 | +9.9% | 102,921 | +6.0% | 0.03% | -3.2% |
| Q3 2015 | $7,538,000 | -5.7% | 97,064 | +0.4% | 0.03% | 0.0% |
| Q2 2015 | $7,992,000 | +1.4% | 96,693 | +5.6% | 0.03% | -11.4% |
| Q1 2015 | $7,881,000 | +1.2% | 91,549 | -1.6% | 0.04% | -7.9% |
| Q4 2014 | $7,789,000 | +244.0% | 93,010 | +221.6% | 0.04% | +192.3% |
| Q3 2014 | $2,264,000 | +1.9% | 28,919 | +6.3% | 0.01% | -7.1% |
| Q2 2014 | $2,222,000 | +19.3% | 27,212 | +12.6% | 0.01% | +7.7% |
| Q1 2014 | $1,862,000 | +20.7% | 24,166 | +16.8% | 0.01% | +8.3% |
| Q4 2013 | $1,543,000 | +25.3% | 20,684 | +16.8% | 0.01% | +9.1% |
| Q3 2013 | $1,231,000 | +23.8% | 17,709 | +16.8% | 0.01% | +22.2% |
| Q2 2013 | $994,000 | – | 15,162 | – | 0.01% | – |
Download | ||||||
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% |