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 | $816,521 | -14.8% | 19,935 | -12.5% | 0.09% | -14.0% |
| Q2 2023 | $958,489 | -1.0% | 22,794 | -3.5% | 0.10% | -3.8% |
| Q1 2023 | $968,334 | -2.0% | 23,629 | -1.6% | 0.10% | -7.1% |
| Q4 2022 | $987,804 | -2.6% | 24,011 | -10.8% | 0.11% | -5.9% |
| Q3 2022 | $1,014,000 | +1.7% | 26,909 | +5.2% | 0.12% | +5.3% |
| Q2 2022 | $997,000 | -6.4% | 25,584 | +6.7% | 0.11% | +5.6% |
| Q1 2022 | $1,065,000 | -3.7% | 23,983 | -5.1% | 0.11% | -5.3% |
| Q4 2021 | $1,106,000 | +7.4% | 25,268 | +1.6% | 0.11% | -32.7% |
| Q3 2021 | $1,030,000 | -4.7% | 24,859 | -3.6% | 0.17% | -4.5% |
| Q2 2021 | $1,081,000 | +12.8% | 25,777 | +8.8% | 0.18% | +54.4% |
| Q1 2021 | $958,000 | +19.2% | 23,692 | +2.6% | 0.11% | +15.2% |
| Q4 2020 | $804,000 | +3.1% | 23,101 | -14.4% | 0.10% | -10.8% |
| Q3 2020 | $780,000 | -1.6% | 26,985 | -3.6% | 0.11% | -8.3% |
| Q2 2020 | $793,000 | +30.6% | 27,980 | +11.3% | 0.12% | +7.1% |
| Q1 2020 | $607,000 | -35.4% | 25,129 | +1.7% | 0.11% | -20.4% |
| Q4 2019 | $940,000 | -0.5% | 24,702 | -5.1% | 0.14% | +7.6% |
| Q3 2019 | $945,000 | +4.7% | 26,025 | +4.4% | 0.13% | +3.9% |
| Q2 2019 | $903,000 | +6.5% | 24,938 | +5.2% | 0.13% | -5.2% |
| Q1 2019 | $848,000 | +38.8% | 23,698 | +22.6% | 0.13% | +22.9% |
| Q4 2018 | $611,000 | -18.3% | 19,332 | -4.6% | 0.11% | -9.2% |
| Q3 2018 | $748,000 | +6.2% | 20,271 | +3.0% | 0.12% | +3.4% |
| Q2 2018 | $704,000 | +46.1% | 19,672 | +39.3% | 0.12% | +39.8% |
| Q1 2018 | $482,000 | +16.4% | 14,118 | +20.4% | 0.08% | +15.3% |
| Q4 2017 | $414,000 | +41.3% | 11,727 | +300.2% | 0.07% | +26.3% |
| Q3 2017 | $293,000 | +2.4% | 2,930 | +0.3% | 0.06% | -1.7% |
| Q2 2017 | $286,000 | +7.9% | 2,922 | +7.5% | 0.06% | +1.8% |
| Q1 2017 | $265,000 | -1.5% | 2,717 | -4.6% | 0.06% | -5.0% |
| Q4 2016 | $269,000 | -12.7% | 2,849 | -15.8% | 0.06% | -14.3% |
| Q3 2016 | $308,000 | +2.0% | 3,384 | +0.4% | 0.07% | -4.1% |
| Q2 2016 | $302,000 | +3.8% | 3,369 | -0.4% | 0.07% | +10.6% |
| Q1 2016 | $291,000 | -55.2% | 3,383 | -58.1% | 0.07% | -60.0% |
| Q4 2015 | $650,000 | +36.6% | 8,072 | +31.7% | 0.16% | +31.0% |
| Q3 2015 | $476,000 | -37.9% | 6,129 | -33.8% | 0.13% | -37.0% |
| Q2 2015 | $766,000 | -17.7% | 9,265 | -14.4% | 0.20% | +11.1% |
| Q1 2015 | $931,000 | +258.1% | 10,818 | +249.0% | 0.18% | +140.0% |
| Q4 2014 | $260,000 | -15.3% | 3,100 | -21.0% | 0.08% | -25.7% |
| Q3 2014 | $307,000 | -2.2% | 3,924 | +1.9% | 0.10% | 0.0% |
| Q2 2014 | $314,000 | +8.3% | 3,851 | +2.4% | 0.10% | +3.1% |
| Q1 2014 | $290,000 | +5.1% | 3,761 | +1.5% | 0.10% | -5.8% |
| Q4 2013 | $276,000 | – | 3,704 | – | 0.10% | – |
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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% |