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 | $10,000 | +11.1% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $9,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $9,000 | +12.5% | 300 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $8,000 | -33.3% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $12,000 | -68.4% | 300 | -70.8% | 0.00% | -72.7% |
| Q3 2019 | $38,000 | 0.0% | 1,026 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $38,000 | 0.0% | 1,026 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $38,000 | +11.8% | 1,026 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $34,000 | +183.3% | 1,026 | +242.0% | 0.01% | +175.0% |
| Q3 2018 | $12,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $12,000 | -99.9% | 300 | 0.0% | 0.00% | +33.3% |
| Q1 2018 | $10,236,000 | -3.3% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $10,584,000 | +5.9% | 300 | +200.0% | 0.00% | 0.0% |
| Q3 2017 | $9,996,000 | -69.0% | 100 | -69.7% | 0.00% | -66.7% |
| Q2 2017 | $32,258,000 | +0.2% | 330 | 0.0% | 0.01% | -10.0% |
| Q1 2017 | $32,186,000 | +3.3% | 330 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $31,146,000 | -57.2% | 330 | -76.3% | 0.01% | 0.0% |
| Q3 2016 | $72,704,000 | +712.3% | 1,390 | +1290.0% | 0.01% | +233.3% |
| Q2 2016 | $8,950,000 | +3.9% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $8,611,000 | +6.9% | 100 | 0.0% | 0.00% | +50.0% |
| Q4 2015 | $8,052,000 | +3.7% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $7,766,000 | – | 100 | – | 0.00% | – |
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% |