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 | $6,606,000 | +0.2% | 161,061 | +2.8% | 0.01% | -7.7% |
| Q2 2023 | $6,596,000 | +170.2% | 156,660 | +163.0% | 0.01% | +160.0% |
| Q1 2023 | $2,441,000 | -1.1% | 59,577 | -0.8% | 0.01% | -16.7% |
| Q4 2022 | $2,469,000 | +84.8% | 60,033 | +68.9% | 0.01% | +50.0% |
| Q3 2022 | $1,336,000 | -3.3% | 35,543 | +0.3% | 0.00% | 0.0% |
| Q2 2022 | $1,381,000 | -18.0% | 35,432 | -6.5% | 0.00% | 0.0% |
| Q1 2022 | $1,684,000 | +24.6% | 37,902 | +24.3% | 0.00% | +33.3% |
| Q4 2021 | $1,352,000 | +24.0% | 30,491 | +16.2% | 0.00% | 0.0% |
| Q3 2021 | $1,090,000 | -14.0% | 26,238 | -12.9% | 0.00% | -25.0% |
| Q2 2021 | $1,267,000 | -8.3% | 30,139 | -11.7% | 0.00% | 0.0% |
| Q1 2021 | $1,381,000 | +1.9% | 34,143 | -27.3% | 0.00% | -42.9% |
| Q3 2020 | $1,355,000 | -22.0% | 46,969 | -23.2% | 0.01% | -22.2% |
| Q2 2020 | $1,737,000 | -7.7% | 61,157 | -22.8% | 0.01% | -25.0% |
| Q1 2020 | $1,882,000 | -47.9% | 79,180 | -16.8% | 0.01% | -42.9% |
| Q4 2019 | $3,615,000 | +7.4% | 95,198 | +2.6% | 0.02% | +16.7% |
| Q3 2019 | $3,365,000 | +20.0% | 92,815 | +19.8% | 0.02% | +5.9% |
| Q2 2019 | $2,803,000 | +5.9% | 77,503 | +5.0% | 0.02% | -5.6% |
| Q1 2019 | $2,647,000 | +23.6% | 73,794 | +8.6% | 0.02% | +12.5% |
| Q4 2018 | $2,141,000 | -19.5% | 67,964 | -5.8% | 0.02% | -15.8% |
| Q3 2018 | $2,658,000 | +8.6% | 72,137 | +5.5% | 0.02% | 0.0% |
| Q2 2018 | $2,448,000 | +24.6% | 68,354 | +18.8% | 0.02% | +18.8% |
| Q1 2018 | $1,964,000 | +0.1% | 57,552 | +3.7% | 0.02% | 0.0% |
| Q4 2017 | $1,962,000 | -15.6% | 55,499 | +137.9% | 0.02% | -20.0% |
| Q3 2017 | $2,324,000 | +5.4% | 23,333 | +3.5% | 0.02% | 0.0% |
| Q2 2017 | $2,205,000 | +104.4% | 22,544 | +103.7% | 0.02% | +100.0% |
| Q1 2017 | $1,079,000 | +57.1% | 11,065 | +51.9% | 0.01% | +42.9% |
| Q4 2016 | $687,000 | +26.8% | 7,283 | +22.3% | 0.01% | +16.7% |
| Q3 2016 | $542,000 | +12.9% | 5,955 | +10.9% | 0.01% | 0.0% |
| Q2 2016 | $480,000 | -12.6% | 5,372 | -15.9% | 0.01% | +200.0% |
| Q1 2016 | $549,000 | -35.6% | 6,391 | -39.6% | 0.00% | -80.0% |
| Q4 2015 | $852,000 | -24.5% | 10,581 | -27.0% | 0.01% | -33.3% |
| Q3 2015 | $1,129,000 | -0.4% | 14,503 | +5.7% | 0.02% | -16.7% |
| Q2 2015 | $1,134,000 | -2.4% | 13,719 | +1.6% | 0.02% | +5.9% |
| Q1 2015 | $1,162,000 | +18.9% | 13,500 | +15.7% | 0.02% | +13.3% |
| Q4 2014 | $977,000 | +136.6% | 11,666 | +121.3% | 0.02% | +114.3% |
| Q3 2014 | $413,000 | – | 5,272 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,048,666 | $43,142,110 | 9.15% |
| Melone Private Wealth, LLC | 229,395 | $9,437,293 | 8.00% |
| IAG Wealth Partners, LLC | 466,556 | $19,194,105 | 5.66% |
| Linscomb & Williams, Inc. | 2,269,083 | $93,350,068 | 4.74% |
| Marion Wealth Management | 204,102 | $8,396,767 | 3.54% |
| RiverTree Advisors, LLC | 95,332 | $3,921,958 | 3.22% |
| Concord Wealth Partners | 230,481 | $9,481,988 | 2.85% |
| Private Wealth Strategies, L.L.C. | 248,166 | $10,209,361 | 2.72% |
| DB Wealth Management Group, LLC | 97,840 | $4,025,128 | 2.61% |
| Bickling Financial Services, Inc. | 99,589 | $4,097,085 | 2.56% |