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 | $806,707 | -11.7% | 19,695 | -9.3% | 0.01% | -14.3% |
| Q2 2023 | $913,242 | -60.8% | 21,718 | -61.8% | 0.01% | -62.2% |
| Q1 2023 | $2,327,295 | +3.5% | 56,791 | +3.9% | 0.04% | -2.6% |
| Q4 2022 | $2,248,013 | +16.9% | 54,643 | +7.0% | 0.04% | +5.6% |
| Q3 2022 | $1,923,000 | +2.0% | 51,052 | +5.6% | 0.04% | +2.9% |
| Q2 2022 | $1,885,000 | +18.3% | 48,364 | +34.8% | 0.04% | +40.0% |
| Q1 2022 | $1,593,000 | -1.8% | 35,871 | -1.9% | 0.02% | 0.0% |
| Q4 2021 | $1,623,000 | +13.1% | 36,577 | +5.6% | 0.02% | 0.0% |
| Q3 2021 | $1,435,000 | -3.0% | 34,625 | -1.9% | 0.02% | 0.0% |
| Q2 2021 | $1,480,000 | -100.0% | 35,285 | -79.1% | 0.02% | -58.3% |
| Q1 2021 | $6,820,526,000 | +600827.4% | 168,742 | +417.7% | 0.06% | +140.0% |
| Q4 2020 | $1,135,000 | +28.8% | 32,592 | +7.0% | 0.02% | +13.6% |
| Q3 2020 | $881,000 | +0.1% | 30,461 | -1.9% | 0.02% | -12.0% |
| Q2 2020 | $880,000 | +26.8% | 31,040 | +7.9% | 0.02% | 0.0% |
| Q1 2020 | $694,000 | -78.0% | 28,766 | -65.4% | 0.02% | -73.1% |
| Q4 2019 | $3,160,000 | +23.1% | 83,095 | +17.6% | 0.09% | +8.1% |
| Q3 2019 | $2,566,000 | +23.3% | 70,686 | +23.0% | 0.09% | +13.2% |
| Q2 2019 | $2,081,000 | +10.0% | 57,487 | +8.7% | 0.08% | -5.0% |
| Q1 2019 | $1,892,000 | +463.1% | 52,891 | +396.8% | 0.08% | +400.0% |
| Q4 2018 | $336,000 | +143.5% | 10,647 | +184.3% | 0.02% | +128.6% |
| Q3 2018 | $138,000 | +70.4% | 3,745 | +65.0% | 0.01% | +40.0% |
| Q2 2018 | $81,000 | +32.8% | 2,270 | +26.1% | 0.01% | +25.0% |
| Q1 2018 | $61,000 | -3.2% | 1,800 | 0.0% | 0.00% | -20.0% |
| Q4 2017 | $63,000 | +3.3% | 1,800 | +190.3% | 0.01% | -16.7% |
| Q3 2017 | $61,000 | -50.8% | 620 | -51.4% | 0.01% | -57.1% |
| Q2 2017 | $124,000 | -0.8% | 1,275 | -0.8% | 0.01% | -26.3% |
| Q1 2017 | $125,000 | – | 1,285 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,048,666 | $43,142,110 | 9.15% |
| Melone Private Wealth, LLC | 229,395 | $9,437,293 | 8.00% |
| IAG Wealth Partners, LLC | 466,556 | $19,194,105 | 5.66% |
| Linscomb & Williams, Inc. | 2,269,083 | $93,350,068 | 4.74% |
| Marion Wealth Management | 204,102 | $8,396,767 | 3.54% |
| RiverTree Advisors, LLC | 95,332 | $3,921,958 | 3.22% |
| Concord Wealth Partners | 230,481 | $9,481,988 | 2.85% |
| Private Wealth Strategies, L.L.C. | 248,166 | $10,209,361 | 2.72% |
| DB Wealth Management Group, LLC | 97,840 | $4,025,128 | 2.61% |
| Bickling Financial Services, Inc. | 99,589 | $4,097,085 | 2.56% |