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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,405 | -2.6% | 34,304 | +0.0% | 0.22% | 0.0% |
| Q2 2023 | $1,442 | +1.3% | 34,296 | -1.3% | 0.22% | -8.1% |
| Q1 2023 | $1,424 | +1.4% | 34,738 | +1.7% | 0.23% | -4.1% |
| Q4 2022 | $1,405 | -99.9% | 34,163 | +2.5% | 0.24% | -0.4% |
| Q3 2022 | $1,256,000 | +1.4% | 33,337 | +4.9% | 0.24% | +5.6% |
| Q2 2022 | $1,239,000 | -8.4% | 31,773 | +4.4% | 0.23% | +3.1% |
| Q1 2022 | $1,352,000 | +7.8% | 30,429 | +7.7% | 0.22% | +11.4% |
| Q4 2021 | $1,254,000 | +6.0% | 28,263 | -1.0% | 0.20% | -4.3% |
| Q3 2021 | $1,183,000 | -1.2% | 28,539 | +0.0% | 0.21% | -1.9% |
| Q2 2021 | $1,197,000 | +5.6% | 28,532 | +1.8% | 0.22% | +3.4% |
| Q1 2021 | $1,133,000 | +17.9% | 28,027 | +1.5% | 0.21% | -1.9% |
| Q4 2020 | $961,000 | -9.3% | 27,616 | -24.6% | 0.21% | -19.7% |
| Q3 2020 | $1,059,000 | -6.2% | 36,628 | -8.0% | 0.26% | -11.4% |
| Q2 2020 | $1,129,000 | -31.1% | 39,825 | -41.3% | 0.30% | -42.0% |
| Q1 2020 | $1,639,000 | -34.9% | 67,839 | +2.5% | 0.51% | -19.9% |
| Q4 2019 | $2,519,000 | +17.3% | 66,213 | +10.9% | 0.64% | +8.1% |
| Q3 2019 | $2,148,000 | +33.3% | 59,715 | +34.2% | 0.59% | +30.5% |
| Q2 2019 | $1,611,000 | -12.5% | 44,491 | -13.5% | 0.46% | -8.6% |
| Q1 2019 | $1,841,000 | +26.5% | 51,446 | +11.8% | 0.50% | +16.1% |
| Q4 2018 | $1,455,000 | +111.2% | 46,012 | +146.2% | 0.43% | +121.1% |
| Q3 2018 | $689,000 | +10.8% | 18,690 | +7.6% | 0.19% | 0.0% |
| Q2 2018 | $622,000 | +8.4% | 17,373 | +3.3% | 0.19% | +4.3% |
| Q1 2018 | $574,000 | -3.7% | 16,823 | -0.5% | 0.19% | -5.6% |
| Q4 2017 | $596,000 | +5.9% | 16,901 | +200.0% | 0.20% | 0.0% |
| Q3 2017 | $563,000 | +14.9% | 5,633 | +12.4% | 0.20% | +9.4% |
| Q2 2017 | $490,000 | +17.2% | 5,011 | +16.8% | 0.18% | +11.8% |
| Q1 2017 | $418,000 | +543.1% | 4,289 | +524.3% | 0.16% | +496.3% |
| Q4 2016 | $65,000 | +4.8% | 687 | 0.0% | 0.03% | 0.0% |
| Q3 2016 | $62,000 | +1.6% | 687 | 0.0% | 0.03% | -6.9% |
| Q2 2016 | $61,000 | -34.4% | 687 | -36.6% | 0.03% | -37.0% |
| Q1 2016 | $93,000 | +69.1% | 1,083 | +57.6% | 0.05% | +58.6% |
| Q4 2015 | $55,000 | +685.7% | 687 | +689.7% | 0.03% | +625.0% |
| Q3 2015 | $7,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $7,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $7,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $7,000 | – | 87 | – | 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% |