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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $139,750 | -43.9% | 3,410 | -43.7% | 0.00% | -50.0% |
| Q4 2022 | $249,205 | -57.3% | 6,057 | -56.4% | 0.01% | -55.6% |
| Q2 2021 | $583,000 | +810.9% | 13,901 | +659.6% | 0.02% | +500.0% |
| Q4 2020 | $64,000 | +20.8% | 1,830 | 0.0% | 0.00% | +50.0% |
| Q3 2020 | $53,000 | -24.3% | 1,830 | -36.5% | 0.00% | -60.0% |
| Q1 2020 | $70,000 | -36.4% | 2,880 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $110,000 | +18.3% | 2,880 | +11.6% | 0.01% | 0.0% |
| Q3 2019 | $93,000 | 0.0% | 2,580 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $93,000 | +1.1% | 2,580 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $92,000 | +12.2% | 2,580 | 0.0% | 0.01% | -14.3% |
| Q4 2018 | $82,000 | -13.7% | 2,580 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $95,000 | -12.0% | 2,580 | -13.0% | 0.01% | -12.5% |
| Q2 2018 | $108,000 | -10.7% | 2,964 | -16.5% | 0.01% | -20.0% |
| Q1 2018 | $121,000 | -3.2% | 3,549 | 0.0% | 0.01% | -9.1% |
| Q4 2017 | $125,000 | +19.0% | 3,549 | +236.4% | 0.01% | -8.3% |
| Q3 2017 | $105,000 | +25.0% | 1,055 | +22.7% | 0.01% | +9.1% |
| Q2 2017 | $84,000 | 0.0% | 860 | 0.0% | 0.01% | -8.3% |
| Q1 2017 | $84,000 | -91.1% | 860 | -91.7% | 0.01% | -93.3% |
| Q3 2016 | $946,000 | +403.2% | 10,412 | +395.8% | 0.18% | +314.0% |
| Q2 2016 | $188,000 | +154.1% | 2,100 | +144.2% | 0.04% | +115.0% |
| Q1 2016 | $74,000 | +7.2% | 860 | 0.0% | 0.02% | -9.1% |
| Q4 2015 | $69,000 | +3.0% | 860 | 0.0% | 0.02% | +10.0% |
| Q3 2015 | $67,000 | -5.6% | 860 | 0.0% | 0.02% | -4.8% |
| Q2 2015 | $71,000 | -5.3% | 860 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $75,000 | +5.6% | 860 | 0.0% | 0.02% | -4.5% |
| Q4 2014 | $71,000 | +12.7% | 860 | +1.2% | 0.02% | -31.2% |
| Q4 2013 | $63,000 | – | 850 | – | 0.03% | – |
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% |