WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 201 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,682,580 | -6.3% | 114,321 | -3.8% | 0.44% | -1.8% |
| Q2 2023 | $4,998,379 | -5.3% | 118,868 | -7.7% | 0.45% | -9.6% |
| Q1 2023 | $5,279,658 | -1.7% | 128,835 | -1.4% | 0.50% | -5.3% |
| Q4 2022 | $5,373,633 | +10.4% | 130,618 | +1.1% | 0.53% | -1.5% |
| Q3 2022 | $4,869,000 | -3.4% | 129,246 | 0.0% | 0.53% | +0.4% |
| Q2 2022 | $5,038,000 | -11.1% | 129,246 | +1.3% | 0.53% | -0.6% |
| Q1 2022 | $5,665,000 | -6.5% | 127,538 | -6.6% | 0.54% | -6.3% |
| Q4 2021 | $6,057,000 | +4.7% | 136,532 | -2.2% | 0.57% | -3.9% |
| Q3 2021 | $5,787,000 | -14.1% | 139,612 | -13.1% | 0.59% | -41.0% |
| Q2 2021 | $6,737,000 | +7.1% | 160,587 | +3.2% | 1.01% | -21.6% |
| Q1 2021 | $6,288,000 | -12.9% | 155,556 | -25.0% | 1.28% | -15.4% |
| Q4 2020 | $7,221,000 | +18.0% | 207,443 | -2.0% | 1.52% | +4.2% |
| Q3 2020 | $6,120,000 | -3.6% | 211,628 | -5.5% | 1.46% | -11.6% |
| Q2 2020 | $6,346,000 | +3.3% | 223,926 | -11.9% | 1.64% | -10.6% |
| Q1 2020 | $6,141,000 | -33.4% | 254,177 | +4.9% | 1.84% | -18.9% |
| Q4 2019 | $9,219,000 | -0.7% | 242,338 | -5.3% | 2.27% | -4.2% |
| Q3 2019 | $9,287,000 | +1.1% | 255,782 | +0.8% | 2.37% | +1.8% |
| Q2 2019 | $9,190,000 | +2.4% | 253,872 | +1.3% | 2.33% | -0.6% |
| Q1 2019 | $8,973,000 | +18.2% | 250,704 | +4.5% | 2.34% | +15.1% |
| Q4 2018 | $7,591,000 | -13.7% | 240,001 | +0.6% | 2.03% | -10.2% |
| Q3 2018 | $8,797,000 | +4.7% | 238,528 | +1.6% | 2.26% | +2.3% |
| Q2 2018 | $8,406,000 | +4.3% | 234,808 | -0.6% | 2.21% | +4.1% |
| Q1 2018 | $8,056,000 | +6.7% | 236,117 | +10.3% | 2.13% | +15.0% |
| Q4 2017 | $7,551,000 | +15.4% | 214,016 | +227.0% | 1.85% | +9.4% |
| Q3 2017 | $6,541,000 | +10.0% | 65,444 | +7.6% | 1.69% | +3.5% |
| Q2 2017 | $5,947,000 | +50.4% | 60,838 | +45.3% | 1.63% | +52.6% |
| Q1 2017 | $3,953,000 | 0.0% | 41,882 | 0.0% | 1.07% | 0.0% |
| Q4 2016 | $3,953,000 | +56.4% | 41,882 | +50.6% | 1.07% | +48.2% |
| Q3 2016 | $2,528,000 | +198.8% | 27,814 | +194.2% | 0.72% | +208.5% |
| Q2 2016 | $846,000 | – | 9,453 | – | 0.23% | – |
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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% |