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 | $32,529,323 | +5.5% | 794,173 | +8.3% | 0.06% | +9.3% |
| Q2 2023 | $30,838,593 | +7.3% | 733,379 | +4.6% | 0.05% | 0.0% |
| Q1 2023 | $28,727,836 | +6.5% | 701,021 | +7.0% | 0.05% | 0.0% |
| Q4 2022 | $26,964,186 | +13.2% | 655,421 | +3.7% | 0.05% | +1.9% |
| Q3 2022 | $23,812,000 | -5.8% | 632,117 | -2.5% | 0.05% | -3.6% |
| Q2 2022 | $25,265,000 | -12.2% | 648,156 | +0.0% | 0.06% | +1.9% |
| Q1 2022 | $28,782,000 | +1.2% | 647,945 | +1.1% | 0.05% | +1.9% |
| Q4 2021 | $28,436,000 | -0.1% | 641,028 | -6.6% | 0.05% | -8.6% |
| Q3 2021 | $28,463,000 | -5.5% | 686,685 | -4.3% | 0.06% | -4.9% |
| Q2 2021 | $30,105,000 | +3.0% | 717,626 | -0.7% | 0.06% | -7.6% |
| Q1 2021 | $29,224,000 | +3.9% | 723,017 | -10.5% | 0.07% | -5.7% |
| Q4 2020 | $28,130,000 | -6.1% | 808,093 | -22.0% | 0.07% | -18.6% |
| Q3 2020 | $29,967,000 | -2.0% | 1,036,199 | -4.0% | 0.09% | -11.3% |
| Q2 2020 | $30,588,000 | -24.0% | 1,079,309 | +2.0% | 0.10% | -24.8% |
| Q4 2019 | $40,235,000 | +16.2% | 1,057,696 | +10.9% | 0.13% | +2.4% |
| Q3 2019 | $34,625,000 | +7.8% | 953,587 | +7.5% | 0.13% | +2.4% |
| Q2 2019 | $32,116,000 | +18.2% | 887,173 | +16.9% | 0.12% | +8.8% |
| Q1 2019 | $27,169,000 | +12.0% | 759,126 | +15.4% | 0.11% | +2.7% |
| Q3 2018 | $24,255,000 | +4.3% | 657,676 | +1.2% | 0.11% | -6.8% |
| Q2 2018 | $23,265,000 | +16.4% | 649,839 | +11.0% | 0.12% | +2.6% |
| Q1 2018 | $19,979,000 | -5.7% | 585,545 | -2.5% | 0.12% | -12.9% |
| Q4 2017 | $21,182,000 | +19.8% | 600,385 | +239.3% | 0.13% | +16.8% |
| Q3 2017 | $17,684,000 | +8.3% | 176,924 | +5.9% | 0.11% | 0.0% |
| Q2 2017 | $16,329,000 | +4.4% | 167,054 | +4.1% | 0.11% | -5.0% |
| Q1 2017 | $15,648,000 | +24.8% | 160,429 | +20.8% | 0.12% | +13.3% |
| Q4 2016 | $12,536,000 | +17.4% | 132,828 | +13.0% | 0.10% | +10.5% |
| Q3 2016 | $10,682,000 | +6.0% | 117,542 | +4.4% | 0.10% | -3.1% |
| Q2 2016 | $10,080,000 | +19.8% | 112,625 | +15.3% | 0.10% | +1.0% |
| Q1 2016 | $8,411,000 | +7.4% | 97,668 | +0.4% | 0.10% | +5.4% |
| Q4 2015 | $7,835,000 | +14.8% | 97,315 | +10.7% | 0.09% | -19.3% |
| Q3 2015 | $6,826,000 | +265.2% | 87,899 | +288.8% | 0.11% | -14.3% |
| Q2 2015 | $1,869,000 | -61.8% | 22,609 | -69.7% | 0.13% | -7.0% |
| Q2 2013 | $4,887,000 | – | 74,542 | – | 0.14% | – |
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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% |