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 2021 | $722,000 | +20.3% | 16,282 | +12.5% | 0.05% | 0.0% |
| Q3 2021 | $600,000 | -22.4% | 14,471 | -21.4% | 0.05% | -24.2% |
| Q2 2021 | $773,000 | -3.1% | 18,416 | -6.7% | 0.06% | -12.7% |
| Q1 2021 | $798,000 | +16.2% | 19,737 | +0.1% | 0.07% | +7.6% |
| Q4 2020 | $687,000 | +15.1% | 19,726 | -4.4% | 0.07% | +3.1% |
| Q3 2020 | $597,000 | -26.1% | 20,628 | -27.6% | 0.06% | -31.9% |
| Q2 2020 | $808,000 | +4.1% | 28,511 | -11.2% | 0.09% | -6.0% |
| Q1 2020 | $776,000 | -61.2% | 32,113 | -38.9% | 0.10% | -51.7% |
| Q4 2019 | $2,001,000 | +4.3% | 52,601 | -0.5% | 0.21% | -0.5% |
| Q3 2019 | $1,919,000 | -35.3% | 52,858 | -35.5% | 0.21% | -34.6% |
| Q2 2019 | $2,967,000 | +493.4% | 81,965 | +486.3% | 0.32% | +150.4% |
| Q1 2019 | $500,000 | -79.2% | 13,980 | -81.6% | 0.13% | -74.6% |
| Q4 2018 | $2,404,000 | +807.2% | 76,006 | +958.6% | 0.50% | +306.5% |
| Q3 2018 | $265,000 | -80.6% | 7,180 | -81.2% | 0.12% | -76.5% |
| Q2 2018 | $1,364,000 | -28.7% | 38,097 | -32.0% | 0.52% | +30.0% |
| Q1 2018 | $1,912,000 | +127.3% | 56,033 | +135.1% | 0.40% | +11.9% |
| Q4 2017 | $841,000 | -33.3% | 23,834 | +90.9% | 0.36% | +2.6% |
| Q3 2017 | $1,261,000 | -99.9% | 12,484 | -6.1% | 0.35% | +10.4% |
| Q2 2017 | $1,300,000,000 | +20.4% | 13,296 | +20.3% | 0.32% | +5.6% |
| Q1 2017 | $1,080,000,000 | -10.8% | 11,048 | -13.9% | 0.30% | +41.3% |
| Q4 2016 | $1,211,000,000 | +172407.1% | 12,829 | +66.0% | 0.21% | +67.7% |
| Q3 2016 | $702,000 | +104.7% | 7,728 | +101.6% | 0.13% | +16.5% |
| Q2 2016 | $343,000 | +3.9% | 3,833 | 0.0% | 0.11% | -6.0% |
| Q1 2016 | $330,000 | +11.9% | 3,833 | +4.5% | 0.12% | +5.5% |
| Q4 2015 | $295,000 | +3.9% | 3,668 | 0.0% | 0.11% | +7.8% |
| Q3 2015 | $284,000 | +9.7% | 3,668 | +16.7% | 0.10% | +14.6% |
| Q2 2015 | $259,000 | +34.2% | 3,143 | +40.1% | 0.09% | +43.5% |
| Q1 2015 | $193,000 | +7.8% | 2,243 | +4.7% | 0.06% | +5.1% |
| Q4 2014 | $179,000 | -37.4% | 2,143 | -41.4% | 0.06% | +3.5% |
| Q3 2014 | $286,000 | – | 3,656 | – | 0.06% | – |
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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 & 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% |