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 | $7,980 | -4.4% | 194,832 | -1.9% | 0.03% | +3.4% |
| Q2 2023 | $8,351 | +0.3% | 198,585 | -2.3% | 0.03% | -14.7% |
| Q1 2023 | $8,327 | -2.9% | 203,196 | -2.6% | 0.03% | +3.0% |
| Q4 2022 | $8,580 | -99.9% | 208,548 | -5.3% | 0.03% | -8.3% |
| Q3 2022 | $8,292,000 | -5.0% | 220,122 | +0.1% | 0.04% | -7.7% |
| Q2 2022 | $8,727,000 | -9.2% | 219,991 | +1.6% | 0.04% | -4.9% |
| Q1 2022 | $9,615,000 | -6.2% | 216,451 | -6.3% | 0.04% | +2.5% |
| Q4 2021 | $10,249,000 | +2.5% | 231,039 | -4.2% | 0.04% | -7.0% |
| Q3 2021 | $9,997,000 | -0.7% | 241,181 | +0.5% | 0.04% | -2.3% |
| Q2 2021 | $10,063,000 | +1.0% | 239,877 | -2.7% | 0.04% | -8.3% |
| Q1 2021 | $9,960,000 | +10.7% | 246,419 | -4.7% | 0.05% | +11.6% |
| Q4 2020 | $8,999,000 | +4.1% | 258,524 | -13.5% | 0.04% | -12.2% |
| Q3 2020 | $8,643,000 | -20.5% | 298,863 | -22.1% | 0.05% | -29.0% |
| Q2 2020 | $10,873,000 | +3.5% | 383,658 | -11.7% | 0.07% | -16.9% |
| Q1 2020 | $10,502,000 | -26.2% | 434,686 | +16.1% | 0.08% | -10.8% |
| Q4 2019 | $14,237,000 | +5.2% | 374,251 | +0.4% | 0.09% | -6.1% |
| Q3 2019 | $13,537,000 | +2.5% | 372,823 | +2.2% | 0.10% | -2.0% |
| Q2 2019 | $13,201,000 | +0.3% | 364,665 | -0.9% | 0.10% | -6.5% |
| Q1 2019 | $13,166,000 | +0.7% | 367,880 | -11.0% | 0.11% | -14.3% |
| Q4 2018 | $13,076,000 | -15.1% | 413,420 | -1.0% | 0.13% | -5.3% |
| Q3 2018 | $15,404,000 | +4.3% | 417,673 | +1.2% | 0.13% | -6.3% |
| Q2 2018 | $14,773,000 | +3.9% | 412,645 | -0.9% | 0.14% | -0.7% |
| Q1 2018 | $14,214,000 | -6.3% | 416,585 | -3.1% | 0.14% | -9.5% |
| Q4 2017 | $15,167,000 | +45.9% | 429,917 | +313.4% | 0.16% | +33.9% |
| Q3 2017 | $10,393,000 | +108.2% | 103,985 | +103.6% | 0.12% | +90.3% |
| Q2 2017 | $4,992,000 | +0.7% | 51,072 | +0.4% | 0.06% | -6.1% |
| Q1 2017 | $4,959,000 | +18.4% | 50,846 | +14.6% | 0.07% | +4.8% |
| Q4 2016 | $4,189,000 | +0.2% | 44,381 | -3.5% | 0.06% | -14.9% |
| Q3 2016 | $4,181,000 | -17.1% | 46,010 | -26.5% | 0.07% | -43.1% |
| Q4 2015 | $5,042,000 | +8.8% | 62,620 | +4.9% | 0.13% | -0.8% |
| Q3 2015 | $4,634,000 | -99.9% | 59,673 | +10.8% | 0.13% | +40.9% |
| Q2 2015 | $4,450,207,000 | +98377.7% | 53,844 | +2.6% | 0.09% | +10.7% |
| Q1 2015 | $4,519,000 | -99.8% | 52,501 | +74.8% | 0.08% | +68.0% |
| Q4 2014 | $2,514,461,000 | +15.6% | 30,027 | +8.1% | 0.05% | +11.1% |
| Q3 2014 | $2,174,558,000 | -27.5% | 27,781 | -24.4% | 0.04% | -30.8% |
| Q2 2014 | $2,999,780,000 | +14.3% | 36,735 | +7.9% | 0.06% | +1.6% |
| Q1 2014 | $2,624,741,000 | +11.1% | 34,061 | +7.6% | 0.06% | +3.2% |
| Q4 2013 | $2,362,017,000 | +20.8% | 31,657 | +12.5% | 0.06% | +5.1% |
| Q3 2013 | $1,955,737,000 | – | 28,132 | – | 0.06% | – |
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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% |