WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 283 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,165 | -2.6% | 663 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $27,888 | +2.6% | 663 | 0.0% | 0.00% | -25.0% |
| Q1 2023 | $27,178 | +0.1% | 663 | +0.5% | 0.00% | 0.0% |
| Q4 2022 | $27,141 | +8.6% | 660 | +0.9% | 0.00% | 0.0% |
| Q3 2022 | $25,000 | 0.0% | 654 | +0.8% | 0.00% | 0.0% |
| Q2 2022 | $25,000 | -13.8% | 649 | +0.8% | 0.00% | -20.0% |
| Q1 2022 | $29,000 | +3.6% | 644 | +0.3% | 0.01% | 0.0% |
| Q4 2021 | $28,000 | +7.7% | 642 | +0.8% | 0.01% | -16.7% |
| Q3 2021 | $26,000 | -3.7% | 637 | +0.6% | 0.01% | -14.3% |
| Q2 2021 | $27,000 | +8.0% | 633 | +0.5% | 0.01% | 0.0% |
| Q1 2021 | $25,000 | +13.6% | 630 | +0.3% | 0.01% | 0.0% |
| Q4 2020 | $22,000 | +22.2% | 628 | +1.0% | 0.01% | +16.7% |
| Q3 2020 | $18,000 | 0.0% | 622 | +0.6% | 0.01% | -14.3% |
| Q2 2020 | $18,000 | +20.0% | 618 | +0.8% | 0.01% | 0.0% |
| Q1 2020 | $15,000 | -34.8% | 613 | +0.8% | 0.01% | -12.5% |
| Q4 2019 | $23,000 | +15.0% | 608 | +10.7% | 0.01% | +33.3% |
| Q3 2019 | $20,000 | +17.6% | 549 | +15.8% | 0.01% | +20.0% |
| Q2 2019 | $17,000 | 0.0% | 474 | +0.6% | 0.01% | 0.0% |
| Q1 2019 | $17,000 | 0.0% | 471 | +0.4% | 0.01% | -44.4% |
| Q2 2018 | $17,000 | +21.4% | 469 | +13.6% | 0.01% | +12.5% |
| Q1 2018 | $14,000 | -6.7% | 413 | +0.2% | 0.01% | 0.0% |
| Q4 2017 | $15,000 | +15.4% | 412 | +221.9% | 0.01% | 0.0% |
| Q3 2017 | $13,000 | +8.3% | 128 | +0.8% | 0.01% | 0.0% |
| Q2 2017 | $12,000 | +33.3% | 127 | +41.1% | 0.01% | +60.0% |
| Q1 2017 | $9,000 | +200.0% | 90 | +210.3% | 0.01% | +150.0% |
| Q4 2016 | $3,000 | -50.0% | 29 | -61.3% | 0.00% | -60.0% |
| Q4 2015 | $6,000 | -80.6% | 75 | -80.0% | 0.01% | -78.3% |
| Q4 2014 | $31,000 | – | 375 | – | 0.02% | – |
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% |