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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $463,000 | +5.7% | 13,308 | -12.2% | 0.05% | +6.2% |
| Q3 2020 | $438,000 | -11.5% | 15,162 | -13.2% | 0.05% | -11.1% |
| Q2 2020 | $495,000 | -10.2% | 17,470 | +19.8% | 0.05% | +10.2% |
| Q1 2020 | $551,000 | +4.6% | 14,581 | -2.4% | 0.05% | +81.5% |
| Q4 2017 | $527,000 | -4.0% | 14,942 | +172.3% | 0.03% | -10.0% |
| Q3 2017 | $549,000 | +10.5% | 5,488 | +8.0% | 0.03% | +7.1% |
| Q2 2017 | $497,000 | -21.6% | 5,083 | -21.8% | 0.03% | -24.3% |
| Q1 2017 | $634,000 | +10.6% | 6,499 | +7.1% | 0.04% | +2.8% |
| Q4 2016 | $573,000 | +9.6% | 6,067 | +5.5% | 0.04% | +5.9% |
| Q3 2016 | $523,000 | -6.6% | 5,750 | -8.2% | 0.03% | -10.5% |
| Q2 2016 | $560,000 | +4.1% | 6,261 | +0.2% | 0.04% | -2.6% |
| Q1 2016 | $538,000 | +5.7% | 6,248 | -1.3% | 0.04% | 0.0% |
| Q4 2015 | $509,000 | -41.1% | 6,328 | -51.5% | 0.04% | -55.7% |
| Q3 2015 | $864,000 | +102.3% | 13,049 | +152.8% | 0.09% | +100.0% |
| Q2 2015 | $427,000 | +3.6% | 5,161 | +7.9% | 0.04% | -2.2% |
| Q1 2015 | $412,000 | +4.3% | 4,785 | +1.5% | 0.04% | -11.8% |
| Q4 2014 | $395,000 | -1.5% | 4,714 | -7.9% | 0.05% | -28.2% |
| Q3 2014 | $401,000 | +8.1% | 5,119 | +12.6% | 0.07% | +14.5% |
| Q2 2014 | $371,000 | +12.1% | 4,548 | +5.8% | 0.06% | -12.7% |
| Q1 2014 | $331,000 | -0.3% | 4,297 | -3.5% | 0.07% | -13.4% |
| Q4 2013 | $332,000 | +4.1% | 4,452 | -3.0% | 0.08% | -9.9% |
| Q3 2013 | $319,000 | +6.0% | 4,592 | -0.1% | 0.09% | -10.8% |
| Q2 2013 | $301,000 | +8.3% | 4,596 | +7.8% | 0.10% | +9.7% |
| Q1 2013 | $278,000 | – | 4,264 | – | 0.09% | – |
Download | ||||||
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% |