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 | $355,287 | -2.2% | 8,674 | +0.4% | 0.11% | +96.3% |
| Q2 2023 | $363,312 | +2.6% | 8,640 | 0.0% | 0.05% | -49.1% |
| Q1 2023 | $354,067 | +8.9% | 8,640 | +9.3% | 0.11% | +3.9% |
| Q4 2022 | $325,129 | +28.5% | 7,903 | +20.9% | 0.10% | +17.2% |
| Q3 2022 | $253,000 | +0.8% | 6,536 | +3.1% | 0.09% | +8.8% |
| Q2 2022 | $251,000 | -10.7% | 6,337 | 0.0% | 0.08% | +1.3% |
| Q1 2022 | $281,000 | +12.4% | 6,337 | +12.4% | 0.08% | +19.7% |
| Q4 2021 | $250,000 | +8.7% | 5,640 | +1.6% | 0.07% | -2.9% |
| Q3 2021 | $230,000 | -3.4% | 5,550 | -2.1% | 0.07% | -2.9% |
| Q2 2021 | $238,000 | -5.9% | 5,670 | -9.4% | 0.07% | -13.6% |
| Q1 2021 | $253,000 | +11.0% | 6,258 | -4.6% | 0.08% | +30.6% |
| Q4 2020 | $228,000 | +7.5% | 6,559 | -25.2% | 0.06% | -43.6% |
| Q1 2020 | $212,000 | -64.2% | 8,772 | -43.8% | 0.11% | -50.2% |
| Q4 2019 | $593,000 | +5.3% | 15,602 | +0.5% | 0.22% | -3.5% |
| Q3 2019 | $563,000 | +1.3% | 15,517 | +1.0% | 0.23% | +0.9% |
| Q2 2019 | $556,000 | +1.6% | 15,367 | +0.5% | 0.23% | -3.4% |
| Q1 2019 | $547,000 | +7.7% | 15,297 | -4.7% | 0.24% | -2.5% |
| Q4 2018 | $508,000 | -15.2% | 16,050 | -1.2% | 0.24% | +5.7% |
| Q3 2018 | $599,000 | -3.9% | 16,250 | -6.6% | 0.23% | -8.8% |
| Q2 2018 | $623,000 | -4.4% | 17,400 | -8.9% | 0.25% | -6.7% |
| Q1 2018 | $652,000 | -4.0% | 19,100 | -0.8% | 0.27% | -0.4% |
| Q4 2017 | $679,000 | +6.6% | 19,256 | +202.2% | 0.27% | +4.3% |
| Q3 2017 | $637,000 | +2.2% | 6,372 | +0.5% | 0.26% | +2.0% |
| Q2 2017 | $623,000 | +2.3% | 6,342 | +1.0% | 0.25% | -4.2% |
| Q1 2017 | $609,000 | +2.7% | 6,278 | +1.6% | 0.26% | -0.8% |
| Q4 2016 | $593,000 | -99.9% | 6,178 | -0.2% | 0.27% | +3.5% |
| Q3 2016 | $548,484,000 | +2.0% | 6,193 | +3.0% | 0.26% | +2.0% |
| Q2 2016 | $537,984,000 | +16.8% | 6,011 | +12.4% | 0.25% | +15.1% |
| Q1 2016 | $460,506,000 | +4.5% | 5,347 | -2.3% | 0.22% | +3.3% |
| Q4 2015 | $440,622,000 | -1.8% | 5,472 | -5.3% | 0.21% | -8.2% |
| Q3 2015 | $448,723,000 | -24.1% | 5,778 | -19.2% | 0.23% | -17.8% |
| Q2 2015 | $591,160,000 | +95402.4% | 7,152 | -0.4% | 0.28% | -11.4% |
| Q1 2015 | $619,000 | +3.9% | 7,183 | +0.9% | 0.32% | +9.7% |
| Q4 2014 | $596,000 | – | 7,121 | – | 0.29% | – |
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% |