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 | $422,339 | -2.6% | 10,311 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $433,578 | +2.6% | 10,311 | 0.0% | 0.01% | -8.3% |
| Q1 2023 | $422,545 | +99556.8% | 10,311 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $424 | -99.9% | 10,311 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $388,000 | -3.5% | 10,311 | 0.0% | 0.01% | +9.1% |
| Q2 2022 | $402,000 | -12.2% | 10,311 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $458,000 | +0.2% | 10,311 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $457,000 | +7.0% | 10,311 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $427,000 | -1.4% | 10,311 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $433,000 | +3.8% | 10,311 | 0.0% | 0.01% | -8.3% |
| Q1 2021 | $417,000 | -10.1% | 10,311 | -22.7% | 0.01% | -20.0% |
| Q4 2020 | $464,000 | +20.2% | 13,334 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $386,000 | +2.1% | 13,334 | 0.0% | 0.02% | -6.2% |
| Q2 2020 | $378,000 | +21.9% | 13,334 | +3.9% | 0.02% | +14.3% |
| Q1 2020 | $310,000 | -67.7% | 12,834 | -50.3% | 0.01% | -61.1% |
| Q4 2019 | $959,000 | +103.6% | 25,818 | +98.8% | 0.04% | +71.4% |
| Q3 2019 | $471,000 | +0.2% | 12,984 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $470,000 | +1.1% | 12,984 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $465,000 | +13.1% | 12,984 | 0.0% | 0.02% | +5.0% |
| Q4 2018 | $411,000 | -16.0% | 12,984 | -2.1% | 0.02% | +5.3% |
| Q3 2018 | $489,000 | +3.2% | 13,263 | 0.0% | 0.02% | -9.5% |
| Q2 2018 | $474,000 | +4.6% | 13,263 | 0.0% | 0.02% | +5.0% |
| Q1 2018 | $453,000 | -1.9% | 13,263 | +1.1% | 0.02% | -20.0% |
| Q4 2017 | $462,000 | +5.7% | 13,113 | +200.0% | 0.02% | 0.0% |
| Q3 2017 | $437,000 | -2.2% | 4,371 | -4.4% | 0.02% | -13.8% |
| Q2 2017 | $447,000 | -0.9% | 4,571 | -1.1% | 0.03% | -6.5% |
| Q1 2017 | $451,000 | +3.4% | 4,621 | 0.0% | 0.03% | -3.1% |
| Q4 2016 | $436,000 | +3.8% | 4,621 | 0.0% | 0.03% | -25.6% |
| Q3 2016 | $420,000 | +1.4% | 4,621 | 0.0% | 0.04% | -10.4% |
| Q2 2016 | $414,000 | +4.0% | 4,621 | 0.0% | 0.05% | -2.0% |
| Q1 2016 | $398,000 | -48.7% | 4,621 | -51.1% | 0.05% | -2.0% |
| Q4 2015 | $776,000 | +116.2% | 9,446 | +104.4% | 0.05% | +8.7% |
| Q3 2015 | $359,000 | -6.0% | 4,621 | 0.0% | 0.05% | +2.2% |
| Q2 2015 | $382,000 | -8.0% | 4,621 | – | 0.04% | -11.8% |
| Q1 2015 | $415,000 | +2.7% | 0 | -100.0% | 0.05% | +4.1% |
| Q4 2014 | $404,000 | +6.9% | 4,825 | 0.0% | 0.05% | +2.1% |
| Q3 2014 | $378,000 | -4.1% | 4,825 | 0.0% | 0.05% | -5.9% |
| Q2 2014 | $394,000 | +5.9% | 4,825 | 0.0% | 0.05% | -3.8% |
| Q1 2014 | $372,000 | +3.3% | 4,825 | 0.0% | 0.05% | -1.9% |
| Q4 2013 | $360,000 | +19.2% | 4,825 | +11.0% | 0.05% | +3.8% |
| Q3 2013 | $302,000 | +6.0% | 4,348 | 0.0% | 0.05% | +6.1% |
| Q2 2013 | $285,000 | – | 4,348 | – | 0.05% | – |
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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% |