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 | $8,922 | -5.4% | 217,829 | -2.8% | 0.33% | -3.2% |
| Q2 2023 | $9,428 | -9.3% | 224,216 | -11.6% | 0.34% | -14.2% |
| Q1 2023 | $10,399 | +2.9% | 253,755 | +3.3% | 0.40% | -3.4% |
| Q4 2022 | $10,107 | -99.8% | 245,663 | +106.6% | 0.41% | +89.0% |
| Q3 2022 | $4,480,000 | +36.6% | 118,927 | +41.3% | 0.22% | +47.0% |
| Q2 2022 | $3,280,000 | +64.2% | 84,152 | +87.2% | 0.15% | +73.3% |
| Q1 2022 | $1,997,000 | +6.6% | 44,955 | +6.5% | 0.09% | +6.2% |
| Q4 2021 | $1,873,000 | -9.6% | 42,215 | -15.6% | 0.08% | -17.3% |
| Q3 2021 | $2,072,000 | +1.8% | 49,998 | +3.1% | 0.10% | 0.0% |
| Q2 2021 | $2,035,000 | +5.2% | 48,512 | +1.4% | 0.10% | -4.9% |
| Q1 2021 | $1,934,000 | +3.3% | 47,844 | -11.1% | 0.10% | -9.6% |
| Q4 2020 | $1,873,000 | +13.5% | 53,815 | -5.7% | 0.11% | -9.5% |
| Q3 2020 | $1,650,000 | -5.9% | 57,055 | -7.8% | 0.13% | -12.5% |
| Q2 2020 | $1,754,000 | -23.5% | 61,880 | -34.8% | 0.14% | -33.3% |
| Q1 2020 | $2,293,000 | -51.6% | 94,908 | -23.8% | 0.22% | -40.7% |
| Q4 2019 | $4,738,000 | +2.8% | 124,552 | -1.8% | 0.36% | -7.4% |
| Q3 2019 | $4,608,000 | -0.2% | 126,897 | -0.5% | 0.39% | -6.4% |
| Q2 2019 | $4,618,000 | +4.1% | 127,574 | +3.0% | 0.42% | +0.2% |
| Q1 2019 | $4,434,000 | +15.0% | 123,889 | +1.6% | 0.42% | +0.5% |
| Q4 2018 | $3,857,000 | -11.9% | 121,931 | +2.7% | 0.42% | -10.3% |
| Q3 2018 | $4,379,000 | +6.0% | 118,736 | +2.9% | 0.46% | -0.2% |
| Q2 2018 | $4,130,000 | +8.3% | 115,350 | +3.2% | 0.47% | +5.7% |
| Q1 2018 | $3,815,000 | -0.2% | 111,822 | +3.2% | 0.44% | +0.5% |
| Q4 2017 | $3,823,000 | +19.7% | 108,363 | +239.3% | 0.44% | +13.4% |
| Q3 2017 | $3,193,000 | +8.8% | 31,941 | +6.3% | 0.39% | +4.0% |
| Q2 2017 | $2,936,000 | +7.0% | 30,035 | +6.8% | 0.37% | +3.3% |
| Q1 2017 | $2,744,000 | +31.1% | 28,132 | +26.9% | 0.36% | +4.7% |
| Q4 2016 | $2,093,000 | +19.7% | 22,175 | +15.2% | 0.34% | +9.2% |
| Q3 2016 | $1,749,000 | +50.3% | 19,249 | +48.0% | 0.32% | +57.5% |
| Q2 2016 | $1,164,000 | -0.1% | 13,007 | -3.9% | 0.20% | -11.9% |
| Q1 2016 | $1,165,000 | +4.1% | 13,532 | -2.6% | 0.23% | -3.4% |
| Q4 2015 | $1,119,000 | +1.0% | 13,897 | -2.6% | 0.24% | -4.5% |
| Q3 2015 | $1,108,000 | -6.0% | 14,262 | 0.0% | 0.25% | +5.6% |
| Q2 2015 | $1,179,000 | -4.1% | 14,262 | -0.1% | 0.23% | +0.9% |
| Q1 2015 | $1,229,000 | -8.6% | 14,274 | -11.1% | 0.23% | -34.4% |
| Q4 2014 | $1,345,000 | +5.2% | 16,065 | -1.6% | 0.35% | -5.1% |
| Q3 2014 | $1,278,000 | -99.9% | 16,326 | +34.7% | 0.37% | +27.1% |
| Q2 2014 | $990,000,000 | +110267.9% | 12,119 | +4.1% | 0.29% | +0.7% |
| Q1 2014 | $897,000 | +7.3% | 11,639 | +3.8% | 0.29% | +7.0% |
| Q4 2013 | $836,000 | -99.9% | 11,209 | +3.4% | 0.27% | +4.2% |
| Q3 2013 | $753,000,000 | +105807.2% | 10,838 | 0.0% | 0.26% | +1.2% |
| Q2 2013 | $711,000 | – | 10,838 | – | 0.26% | – |
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% |