WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 305 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $393 | -4.8% | 9,595 | -2.2% | 0.24% | -2.9% |
| Q2 2023 | $413 | +2.7% | 9,810 | 0.0% | 0.24% | -4.7% |
| Q1 2023 | $402 | -0.5% | 9,810 | 0.0% | 0.26% | -2.7% |
| Q4 2022 | $404 | -99.9% | 9,810 | 0.0% | 0.26% | +6.9% |
| Q3 2022 | $370,000 | -3.1% | 9,810 | 0.0% | 0.25% | +3.3% |
| Q2 2022 | $382,000 | -10.3% | 9,810 | +2.3% | 0.24% | +7.2% |
| Q1 2022 | $426,000 | -1.8% | 9,590 | -2.0% | 0.22% | +4.2% |
| Q4 2021 | $434,000 | +6.9% | 9,785 | 0.0% | 0.21% | -0.5% |
| Q3 2021 | $406,000 | -1.0% | 9,785 | 0.0% | 0.22% | +0.5% |
| Q2 2021 | $410,000 | +3.5% | 9,785 | 0.0% | 0.21% | -3.2% |
| Q1 2021 | $396,000 | +16.1% | 9,785 | 0.0% | 0.22% | +9.4% |
| Q4 2020 | $341,000 | +20.5% | 9,785 | 0.0% | 0.20% | +6.9% |
| Q3 2020 | $283,000 | +2.2% | 9,785 | 0.0% | 0.19% | -4.5% |
| Q2 2020 | $277,000 | +17.4% | 9,785 | 0.0% | 0.20% | -2.9% |
| Q1 2020 | $236,000 | -84.9% | 9,785 | -76.1% | 0.20% | -79.0% |
| Q4 2019 | $1,558,000 | +9.9% | 40,962 | +4.9% | 0.97% | +2.5% |
| Q3 2019 | $1,418,000 | -0.6% | 39,050 | -1.0% | 0.95% | +0.9% |
| Q2 2019 | $1,427,000 | +4.9% | 39,430 | +3.8% | 0.94% | -1.1% |
| Q1 2019 | $1,360,000 | +11.3% | 37,998 | -1.7% | 0.95% | -3.2% |
| Q4 2018 | $1,222,000 | -16.6% | 38,636 | -2.7% | 0.98% | +1.2% |
| Q3 2018 | $1,465,000 | +2.0% | 39,724 | -1.0% | 0.97% | -2.4% |
| Q2 2018 | $1,436,000 | +0.4% | 40,114 | -4.3% | 0.99% | -3.2% |
| Q1 2018 | $1,430,000 | -4.7% | 41,914 | -1.4% | 1.02% | -3.8% |
| Q4 2017 | $1,500,000 | -0.1% | 42,522 | +183.2% | 1.07% | -4.4% |
| Q3 2017 | $1,501,000 | +0.4% | 15,016 | -1.8% | 1.12% | -0.9% |
| Q2 2017 | $1,495,000 | -0.3% | 15,296 | -0.6% | 1.12% | +1.3% |
| Q1 2017 | $1,500,000 | +2.7% | 15,384 | -0.6% | 1.11% | +1.0% |
| Q4 2016 | $1,461,000 | +10.2% | 15,476 | +6.0% | 1.10% | +4.7% |
| Q3 2016 | $1,326,000 | +0.5% | 14,596 | -1.0% | 1.05% | -3.2% |
| Q2 2016 | $1,320,000 | +9.5% | 14,746 | +5.4% | 1.09% | -1.6% |
| Q1 2016 | $1,205,000 | +10.1% | 13,992 | +2.9% | 1.10% | +1.5% |
| Q4 2015 | $1,094,000 | +4.4% | 13,593 | +0.7% | 1.09% | +6.4% |
| Q3 2015 | $1,048,000 | +11.7% | 13,493 | +18.9% | 1.02% | +29.8% |
| Q2 2015 | $938,000 | -4.0% | 11,348 | 0.0% | 0.79% | +0.8% |
| Q1 2015 | $977,000 | -6.1% | 11,348 | -8.7% | 0.78% | -10.5% |
| Q4 2014 | $1,041,000 | +10.4% | 12,430 | +3.2% | 0.87% | +10.8% |
| Q3 2014 | $943,000 | +10.6% | 12,050 | +15.3% | 0.79% | +51.4% |
| Q2 2014 | $853,000 | +6.0% | 10,450 | +0.1% | 0.52% | +1.6% |
| Q1 2014 | $805,000 | +5.6% | 10,440 | +2.2% | 0.51% | +1.0% |
| Q4 2013 | $762,000 | +8.9% | 10,219 | +1.5% | 0.51% | +2.4% |
| Q3 2013 | $700,000 | +6.2% | 10,069 | +0.2% | 0.50% | +10.7% |
| Q2 2013 | $659,000 | – | 10,049 | – | 0.45% | – |
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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% |