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 | $1,910,536 | -10.4% | 48,788 | +0.1% | 0.10% | -7.2% |
| Q2 2023 | $2,132,704 | +7.0% | 48,736 | +0.1% | 0.11% | -4.3% |
| Q1 2023 | $1,993,702 | -8.9% | 48,710 | +0.3% | 0.12% | -13.4% |
| Q4 2022 | $2,188,686 | +5.8% | 48,573 | -2.0% | 0.13% | -9.5% |
| Q3 2022 | $2,069,000 | -1.1% | 49,578 | +0.1% | 0.15% | -2.0% |
| Q2 2022 | $2,092,000 | -3.0% | 49,512 | -4.9% | 0.15% | -8.5% |
| Q1 2022 | $2,157,000 | -5.7% | 52,058 | -1.7% | 0.16% | +1.9% |
| Q4 2021 | $2,288,000 | +4.7% | 52,971 | +8.7% | 0.16% | +5.9% |
| Q3 2021 | $2,185,000 | -42.9% | 48,747 | -47.0% | 0.15% | +7.7% |
| Q2 2021 | $3,828,000 | +94.1% | 92,058 | +96.8% | 0.14% | -12.9% |
| Q1 2021 | $1,972,000 | +16.7% | 46,767 | +1.4% | 0.16% | +1.9% |
| Q4 2020 | $1,690,000 | +16.9% | 46,117 | -1.7% | 0.16% | -6.4% |
| Q3 2020 | $1,446,000 | -19.0% | 46,916 | -22.7% | 0.17% | -23.3% |
| Q2 2020 | $1,785,000 | +6.9% | 60,691 | -5.7% | 0.22% | -13.6% |
| Q1 2020 | $1,670,000 | -23.6% | 64,391 | +13.7% | 0.26% | -4.1% |
| Q4 2019 | $2,186,000 | +6.3% | 56,635 | +0.9% | 0.27% | -7.2% |
| Q3 2019 | $2,056,000 | +5.7% | 56,132 | +4.0% | 0.29% | +3.9% |
| Q2 2019 | $1,946,000 | +1.6% | 53,965 | +3.1% | 0.28% | -1.4% |
| Q1 2019 | $1,915,000 | +2.6% | 52,343 | -6.1% | 0.28% | +2.2% |
| Q4 2018 | $1,867,000 | +19.5% | 55,752 | +20.3% | 0.28% | +18.9% |
| Q3 2018 | $1,562,000 | +13.6% | 46,349 | +20.6% | 0.23% | +9.4% |
| Q2 2018 | $1,375,000 | +8.3% | 38,418 | +3.2% | 0.21% | -2.3% |
| Q1 2018 | $1,270,000 | +0.5% | 37,215 | +3.9% | 0.22% | +5.3% |
| Q4 2017 | $1,264,000 | +20.6% | 35,828 | +241.6% | 0.21% | +15.6% |
| Q3 2017 | $1,048,000 | +93.0% | 10,487 | +86.6% | 0.18% | +26.1% |
| Q2 2017 | $543,000 | +12.0% | 5,620 | +13.1% | 0.14% | +3.6% |
| Q1 2017 | $485,000 | +144.9% | 4,970 | +137.3% | 0.14% | +90.3% |
| Q4 2016 | $198,000 | +15.1% | 2,094 | +10.4% | 0.07% | +5.9% |
| Q3 2016 | $172,000 | +1.2% | 1,897 | +0.1% | 0.07% | -17.1% |
| Q2 2016 | $170,000 | +4.3% | 1,896 | +0.1% | 0.08% | -2.4% |
| Q1 2016 | $163,000 | -89.0% | 1,895 | -89.7% | 0.08% | -88.1% |
| Q4 2015 | $1,482,000 | +671.9% | 18,410 | +645.3% | 0.71% | +560.7% |
| Q3 2015 | $192,000 | -54.5% | 2,470 | -51.3% | 0.11% | -44.3% |
| Q2 2015 | $422,000 | +93.6% | 5,068 | +95.0% | 0.19% | +100.0% |
| Q1 2015 | $218,000 | +14.7% | 2,599 | +14.4% | 0.10% | +20.0% |
| Q4 2014 | $190,000 | – | 2,272 | – | 0.08% | – |
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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% |