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 | $258,655 | -25.2% | 6,314 | -23.2% | 0.01% | -16.7% |
| Q2 2023 | $345,579 | -60.2% | 8,218 | -61.2% | 0.01% | -58.6% |
| Q1 2023 | $868,079 | -3.0% | 21,182 | -2.6% | 0.03% | -9.4% |
| Q4 2022 | $894,493 | +7.5% | 21,742 | -1.6% | 0.03% | 0.0% |
| Q3 2022 | $832,000 | +24.6% | 22,094 | +29.0% | 0.03% | +39.1% |
| Q2 2022 | $668,000 | -2.6% | 17,130 | +10.9% | 0.02% | +9.5% |
| Q1 2022 | $686,000 | +10.5% | 15,446 | +10.4% | 0.02% | +23.5% |
| Q4 2021 | $621,000 | +8.4% | 13,993 | +1.2% | 0.02% | 0.0% |
| Q3 2021 | $573,000 | +1.1% | 13,830 | +2.3% | 0.02% | 0.0% |
| Q2 2021 | $567,000 | +3.8% | 13,518 | +0.1% | 0.02% | 0.0% |
| Q1 2021 | $546,000 | +0.9% | 13,507 | -13.1% | 0.02% | -5.6% |
| Q4 2020 | $541,000 | +28.2% | 15,552 | +6.5% | 0.02% | +5.9% |
| Q3 2020 | $422,000 | -2.5% | 14,600 | -4.4% | 0.02% | -10.5% |
| Q2 2020 | $433,000 | +1.4% | 15,268 | -13.6% | 0.02% | -24.0% |
| Q1 2020 | $427,000 | -44.8% | 17,679 | -13.1% | 0.02% | -24.2% |
| Q4 2019 | $774,000 | +11.8% | 20,338 | +6.7% | 0.03% | 0.0% |
| Q3 2019 | $692,000 | -36.8% | 19,057 | -37.0% | 0.03% | -41.1% |
| Q2 2019 | $1,095,000 | +24.0% | 30,256 | +22.7% | 0.06% | +12.0% |
| Q1 2019 | $883,000 | +120.2% | 24,666 | +94.6% | 0.05% | +72.4% |
| Q4 2018 | $401,000 | -17.8% | 12,678 | -4.2% | 0.03% | 0.0% |
| Q3 2018 | $488,000 | +4.7% | 13,233 | +1.7% | 0.03% | -6.5% |
| Q2 2018 | $466,000 | +7.6% | 13,016 | +2.7% | 0.03% | -3.1% |
| Q1 2018 | $433,000 | -27.1% | 12,677 | -24.7% | 0.03% | -30.4% |
| Q4 2017 | $594,000 | +32.0% | 16,833 | +273.7% | 0.05% | +24.3% |
| Q3 2017 | $450,000 | +7.7% | 4,505 | +5.3% | 0.04% | -5.1% |
| Q2 2017 | $418,000 | +7.5% | 4,279 | +7.2% | 0.04% | +2.6% |
| Q1 2017 | $389,000 | +32.8% | 3,992 | +28.6% | 0.04% | +18.8% |
| Q4 2016 | $293,000 | +8.5% | 3,104 | +4.6% | 0.03% | 0.0% |
| Q3 2016 | $270,000 | +23.3% | 2,967 | +21.5% | 0.03% | +10.3% |
| Q2 2016 | $219,000 | +4.3% | 2,441 | +0.3% | 0.03% | 0.0% |
| Q1 2016 | $210,000 | +1.9% | 2,434 | -2.2% | 0.03% | +3.6% |
| Q2 2015 | $206,000 | -11.6% | 2,489 | -8.1% | 0.03% | -9.7% |
| Q1 2015 | $233,000 | – | 2,708 | – | 0.03% | – |
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% |