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 | $34,776 | -2.6% | 849 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $35,701 | +2.6% | 849 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $34,793 | -19.4% | 849 | -19.1% | 0.01% | -25.0% |
| Q4 2022 | $43,156 | +7.9% | 1,049 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $40,000 | -2.4% | 1,049 | 0.0% | 0.01% | +9.1% |
| Q2 2022 | $41,000 | -12.8% | 1,049 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $47,000 | 0.0% | 1,049 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $47,000 | +9.3% | 1,049 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $43,000 | -20.4% | 1,049 | -19.2% | 0.01% | -21.4% |
| Q2 2021 | $54,000 | +1.9% | 1,299 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $53,000 | +17.8% | 1,299 | 0.0% | 0.01% | +7.7% |
| Q4 2020 | $45,000 | +18.4% | 1,299 | 0.0% | 0.01% | +8.3% |
| Q3 2020 | $38,000 | -32.1% | 1,299 | -33.7% | 0.01% | -36.8% |
| Q2 2020 | $56,000 | +5.7% | 1,959 | -10.3% | 0.02% | -5.0% |
| Q1 2020 | $53,000 | -39.1% | 2,184 | -4.4% | 0.02% | -28.6% |
| Q4 2019 | $87,000 | +4.8% | 2,284 | 0.0% | 0.03% | +7.7% |
| Q3 2019 | $83,000 | 0.0% | 2,284 | 0.0% | 0.03% | +8.3% |
| Q2 2019 | $83,000 | -2.4% | 2,284 | -4.0% | 0.02% | -7.7% |
| Q1 2019 | $85,000 | +3.7% | 2,379 | -7.9% | 0.03% | -7.1% |
| Q4 2018 | $82,000 | -24.8% | 2,584 | -12.6% | 0.03% | -17.6% |
| Q3 2018 | $109,000 | +2.8% | 2,956 | -0.5% | 0.03% | -2.9% |
| Q2 2018 | $106,000 | +5.0% | 2,970 | 0.0% | 0.04% | +59.1% |
| Q1 2018 | $101,000 | -10.6% | 2,970 | -7.0% | 0.02% | 0.0% |
| Q4 2017 | $113,000 | +6.6% | 3,195 | +200.0% | 0.02% | 0.0% |
| Q3 2017 | $106,000 | +1.9% | 1,065 | 0.0% | 0.02% | -4.3% |
| Q2 2017 | $104,000 | 0.0% | 1,065 | 0.0% | 0.02% | -8.0% |
| Q1 2017 | $104,000 | -26.2% | 1,065 | -29.0% | 0.02% | -32.4% |
| Q4 2016 | $141,000 | -17.5% | 1,499 | -20.2% | 0.04% | -26.0% |
| Q3 2016 | $171,000 | +0.6% | 1,878 | -1.3% | 0.05% | -13.8% |
| Q2 2016 | $170,000 | -0.6% | 1,903 | -4.0% | 0.06% | -31.8% |
| Q1 2016 | $171,000 | -6.6% | 1,982 | -12.6% | 0.08% | -17.5% |
| Q4 2015 | $183,000 | +4.0% | 2,269 | +0.1% | 0.10% | -2.8% |
| Q3 2015 | $176,000 | -19.3% | 2,266 | -13.8% | 0.11% | -19.1% |
| Q2 2015 | $218,000 | +6.3% | 2,630 | +10.6% | 0.13% | +5.6% |
| Q1 2015 | $205,000 | -22.9% | 2,379 | -25.3% | 0.12% | -20.5% |
| Q4 2014 | $266,000 | – | 3,184 | – | 0.16% | – |
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% |