WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 155 filers reported holding WISDOMTREE TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $428,000 | +20.2% | 12,290 | -0.1% | 0.16% | +9.5% |
| Q3 2020 | $356,000 | +2.0% | 12,301 | -0.2% | 0.15% | -5.7% |
| Q2 2020 | $349,000 | +13.3% | 12,325 | -3.4% | 0.16% | -3.1% |
| Q1 2020 | $308,000 | -25.8% | 12,753 | +17.0% | 0.16% | -7.4% |
| Q4 2019 | $415,000 | +2.2% | 10,901 | -2.4% | 0.18% | -2.8% |
| Q3 2019 | $406,000 | -3.3% | 11,172 | -3.9% | 0.18% | -10.0% |
| Q2 2019 | $420,000 | -32.0% | 11,624 | -32.7% | 0.20% | -25.9% |
| Q1 2019 | $618,000 | +9.6% | 17,281 | -2.5% | 0.27% | -1.1% |
| Q4 2018 | $564,000 | -4.6% | 17,724 | +10.5% | 0.27% | +3.4% |
| Q3 2018 | $591,000 | +6.5% | 16,033 | +3.4% | 0.26% | 0.0% |
| Q2 2018 | $555,000 | +5.5% | 15,510 | +0.5% | 0.26% | +4.3% |
| Q1 2018 | $526,000 | -49.5% | 15,427 | -47.7% | 0.25% | -10.9% |
| Q4 2017 | $1,042,000 | +113.1% | 29,504 | +502.5% | 0.28% | +15.0% |
| Q3 2017 | $489,000 | -61.6% | 4,897 | -62.4% | 0.25% | -29.2% |
| Q2 2017 | $1,272,000 | +2.8% | 13,012 | +2.6% | 0.35% | +1.5% |
| Q1 2017 | $1,237,000 | +8.8% | 12,683 | +5.3% | 0.34% | +17.4% |
| Q4 2016 | $1,137,000 | +3.6% | 12,048 | -0.3% | 0.29% | +0.7% |
| Q3 2016 | $1,098,000 | +167.8% | 12,079 | +163.7% | 0.29% | +70.2% |
| Q2 2016 | $410,000 | -4.9% | 4,580 | -8.4% | 0.17% | -7.6% |
| Q1 2016 | $431,000 | +0.7% | 5,002 | -5.8% | 0.18% | -1.6% |
| Q4 2015 | $428,000 | +3.9% | 5,311 | +0.1% | 0.19% | +1.1% |
| Q3 2015 | $412,000 | -11.4% | 5,306 | -1.7% | 0.19% | -3.6% |
| Q2 2015 | $465,000 | 0.0% | 5,397 | 0.0% | 0.19% | 0.0% |
| Q1 2015 | $465,000 | +18.9% | 5,397 | +15.5% | 0.19% | +9.7% |
| Q4 2014 | $391,000 | +25.7% | 4,674 | +17.7% | 0.18% | +17.3% |
| Q3 2014 | $311,000 | +12.7% | 3,972 | +17.3% | 0.15% | +22.0% |
| Q2 2014 | $276,000 | -6.1% | 3,385 | -11.2% | 0.12% | -10.2% |
| Q1 2014 | $294,000 | -7.0% | 3,812 | -9.9% | 0.14% | -4.2% |
| Q4 2013 | $316,000 | +8.6% | 4,231 | +1.0% | 0.14% | -22.7% |
| Q3 2013 | $291,000 | -51.3% | 4,191 | -54.1% | 0.18% | -61.8% |
| Q2 2013 | $598,000 | – | 9,129 | – | 0.48% | – |
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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 Wealth, 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% |