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 | $7,467,000 | -84.4% | 214,496 | -87.0% | 0.65% | -86.3% |
| Q3 2020 | $47,862,000 | -18.1% | 1,654,996 | -19.7% | 4.74% | -24.0% |
| Q2 2020 | $58,445,000 | +23.1% | 2,062,295 | +4.9% | 6.24% | +14.5% |
| Q1 2020 | $47,489,000 | -33.5% | 1,965,590 | +4.7% | 5.45% | -16.7% |
| Q4 2019 | $71,392,000 | +6.6% | 1,876,771 | +1.8% | 6.54% | -0.4% |
| Q3 2019 | $66,942,000 | +1.7% | 1,843,626 | +1.4% | 6.57% | +1.3% |
| Q2 2019 | $65,812,000 | +5.0% | 1,818,004 | +3.8% | 6.48% | +6.9% |
| Q1 2019 | $62,698,000 | +77.0% | 1,751,839 | +56.4% | 6.06% | +52.1% |
| Q4 2018 | $35,427,000 | -10.8% | 1,120,032 | +4.0% | 3.98% | -1.3% |
| Q3 2018 | $39,728,000 | +8.7% | 1,077,220 | +5.5% | 4.04% | +2.2% |
| Q2 2018 | $36,565,000 | +24.0% | 1,021,370 | +246.2% | 3.95% | +8.3% |
| Q1 2018 | $29,492,000 | -9.1% | 295,063 | -67.9% | 3.64% | -4.2% |
| Q4 2017 | $32,460,000 | +10.1% | 920,081 | +211.8% | 3.81% | +4.4% |
| Q3 2017 | $29,492,000 | +6.9% | 295,063 | +4.5% | 3.64% | +1.9% |
| Q2 2017 | $27,588,000 | +6.3% | 282,226 | +6.1% | 3.58% | +1.6% |
| Q1 2017 | $25,950,000 | +19.5% | 266,073 | +15.6% | 3.52% | +8.8% |
| Q4 2016 | $21,714,000 | +10.4% | 230,068 | +6.3% | 3.24% | +5.6% |
| Q3 2016 | $19,677,000 | +7.5% | 216,512 | +5.9% | 3.06% | +3.6% |
| Q2 2016 | $18,300,000 | +9.3% | 204,465 | +5.2% | 2.96% | +6.7% |
| Q1 2016 | $16,737,000 | +31.1% | 194,369 | +22.6% | 2.77% | +25.4% |
| Q4 2015 | $12,767,000 | +14.4% | 158,579 | +10.4% | 2.21% | +6.2% |
| Q3 2015 | $11,157,000 | +69.9% | 143,662 | +80.8% | 2.08% | +72.3% |
| Q2 2015 | $6,566,000 | +5.2% | 79,441 | +9.6% | 1.21% | +6.2% |
| Q1 2015 | $6,239,000 | +44.2% | 72,475 | +40.2% | 1.14% | -27.6% |
| Q4 2014 | $4,328,000 | +28.8% | 51,689 | +20.4% | 1.57% | +9.7% |
| Q3 2014 | $3,361,000 | -0.3% | 42,944 | +4.0% | 1.43% | -0.7% |
| Q2 2014 | $3,372,000 | +24.4% | 41,292 | +17.4% | 1.44% | +12.7% |
| Q1 2014 | $2,711,000 | +35.8% | 35,182 | +31.5% | 1.28% | +7.5% |
| Q4 2013 | $1,997,000 | – | 26,761 | – | 1.19% | – |
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% |