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 | $22,274,065 | -3.7% | 543,800 | -1.1% | 0.15% | +15.9% |
| Q2 2023 | $23,121,945 | +4.5% | 549,868 | +1.9% | 0.13% | +2.4% |
| Q1 2023 | $22,119,249 | +0.8% | 539,757 | +1.2% | 0.12% | 0.0% |
| Q4 2022 | $21,932,936 | +11.7% | 533,129 | +2.3% | 0.12% | +6.0% |
| Q3 2022 | $19,634,000 | -2.4% | 521,200 | +1.0% | 0.12% | +5.5% |
| Q2 2022 | $20,115,000 | -11.0% | 516,044 | +1.4% | 0.11% | 0.0% |
| Q1 2022 | $22,599,000 | +2.7% | 508,762 | +2.6% | 0.11% | +8.9% |
| Q4 2021 | $22,001,000 | +10.4% | 495,971 | +3.2% | 0.10% | +1.0% |
| Q3 2021 | $19,928,000 | +1.7% | 480,776 | +3.0% | 0.10% | +1.0% |
| Q2 2021 | $19,587,000 | +9.0% | 466,916 | +5.0% | 0.10% | 0.0% |
| Q1 2021 | $17,968,000 | +18.9% | 444,541 | +2.4% | 0.10% | +8.8% |
| Q4 2020 | $15,109,000 | +23.6% | 434,042 | +2.7% | 0.09% | +13.8% |
| Q3 2020 | $12,225,000 | +6.9% | 422,730 | +4.8% | 0.08% | -3.6% |
| Q2 2020 | $11,433,000 | +17.8% | 403,406 | +0.4% | 0.08% | +3.8% |
| Q1 2020 | $9,707,000 | -34.2% | 401,799 | +3.6% | 0.08% | -15.8% |
| Q4 2019 | $14,748,000 | +7.3% | 387,688 | +2.4% | 0.10% | -1.0% |
| Q3 2019 | $13,748,000 | +1.9% | 378,635 | +1.6% | 0.10% | +9.1% |
| Q2 2019 | $13,488,000 | +3.7% | 372,600 | +2.6% | 0.09% | -3.3% |
| Q1 2019 | $13,001,000 | +15.7% | 363,255 | +2.2% | 0.09% | +2.2% |
| Q4 2018 | $11,241,000 | -14.5% | 355,380 | -0.3% | 0.09% | -3.3% |
| Q3 2018 | $13,144,000 | +5.1% | 356,412 | +2.1% | 0.09% | -1.1% |
| Q2 2018 | $12,502,000 | +4.5% | 349,213 | -0.4% | 0.09% | +2.2% |
| Q1 2018 | $11,965,000 | -0.7% | 350,677 | +3.1% | 0.09% | -4.2% |
| Q4 2017 | $12,044,000 | +7.7% | 340,131 | +204.1% | 0.10% | 0.0% |
| Q3 2017 | $11,181,000 | +4.8% | 111,864 | +2.5% | 0.10% | 0.0% |
| Q2 2017 | $10,665,000 | +1.2% | 109,105 | +1.0% | 0.10% | -3.1% |
| Q1 2017 | $10,538,000 | +4.2% | 108,053 | +0.8% | 0.10% | 0.0% |
| Q4 2016 | $10,118,000 | +4.8% | 107,208 | +1.0% | 0.10% | +4.3% |
| Q3 2016 | $9,650,000 | +5.5% | 106,188 | +4.5% | 0.09% | +1.1% |
| Q2 2016 | $9,145,000 | +566.5% | 101,609 | +537.5% | 0.09% | +520.0% |
| Q1 2016 | $1,372,000 | +26.2% | 15,938 | +18.0% | 0.02% | +15.4% |
| Q4 2015 | $1,087,000 | +22.3% | 13,507 | +17.9% | 0.01% | +18.2% |
| Q3 2015 | $889,000 | +29.6% | 11,454 | +38.1% | 0.01% | +37.5% |
| Q2 2015 | $686,000 | +10.6% | 8,294 | +13.4% | 0.01% | 0.0% |
| Q1 2015 | $620,000 | +37.2% | 7,315 | +35.7% | 0.01% | +166.7% |
| Q4 2014 | $452,000 | -88.2% | 5,390 | -88.5% | 0.00% | -95.8% |
| Q2 2014 | $3,833,000 | -9.4% | 46,944 | -14.5% | 0.07% | -21.1% |
| Q1 2014 | $4,229,000 | -20.5% | 54,879 | -28.3% | 0.09% | -47.1% |
| Q3 2013 | $5,319,000 | – | 76,511 | – | 0.17% | – |
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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% |