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 | $13,322,875 | -0.1% | 325,257 | +2.5% | 0.00% | 0.0% |
| Q2 2023 | $13,340,156 | +2.5% | 317,245 | -0.1% | 0.00% | -50.0% |
| Q1 2023 | $13,009,878 | +115103.0% | 317,471 | +15.7% | 0.00% | +100.0% |
| Q4 2022 | $11,293 | -99.9% | 274,487 | +10.8% | 0.00% | 0.0% |
| Q3 2022 | $9,331,000 | -3.8% | 247,706 | -0.4% | 0.00% | 0.0% |
| Q2 2022 | $9,698,000 | -15.6% | 248,786 | -3.8% | 0.00% | 0.0% |
| Q1 2022 | $11,492,000 | +0.8% | 258,712 | +0.6% | 0.00% | 0.0% |
| Q4 2021 | $11,405,000 | +10.4% | 257,104 | +3.2% | 0.00% | 0.0% |
| Q3 2021 | $10,327,000 | +3.2% | 249,152 | +4.4% | 0.00% | 0.0% |
| Q2 2021 | $10,010,000 | +8.1% | 238,629 | +4.2% | 0.00% | 0.0% |
| Q1 2021 | $9,261,000 | +31.5% | 229,120 | +13.2% | 0.00% | 0.0% |
| Q4 2020 | $7,045,000 | +12.7% | 202,379 | -6.7% | 0.00% | 0.0% |
| Q3 2020 | $6,250,000 | -15.8% | 216,855 | -17.2% | 0.00% | 0.0% |
| Q2 2020 | $7,426,000 | -4.3% | 262,060 | -18.4% | 0.00% | -50.0% |
| Q1 2020 | $7,761,000 | -16.9% | 321,228 | +30.9% | 0.00% | 0.0% |
| Q4 2019 | $9,337,000 | +9.3% | 245,451 | +4.3% | 0.00% | 0.0% |
| Q3 2019 | $8,546,000 | +17.2% | 235,351 | +15.7% | 0.00% | +100.0% |
| Q2 2019 | $7,289,000 | +3.3% | 203,435 | +3.1% | 0.00% | 0.0% |
| Q1 2019 | $7,059,000 | +6.2% | 197,237 | -6.2% | 0.00% | -50.0% |
| Q4 2018 | $6,650,000 | -18.6% | 210,237 | -5.1% | 0.00% | 0.0% |
| Q3 2018 | $8,166,000 | +5.9% | 221,431 | +2.8% | 0.00% | 0.0% |
| Q2 2018 | $7,713,000 | +0.2% | 215,440 | -4.5% | 0.00% | 0.0% |
| Q1 2018 | $7,701,000 | +0.2% | 225,701 | +3.6% | 0.00% | 0.0% |
| Q4 2017 | $7,686,000 | +6.0% | 217,861 | +199.7% | 0.00% | 0.0% |
| Q3 2017 | $7,254,000 | -4.2% | 72,687 | -6.1% | 0.00% | 0.0% |
| Q2 2017 | $7,569,000 | +0.7% | 77,428 | +0.5% | 0.00% | 0.0% |
| Q1 2017 | $7,513,000 | +12.9% | 77,037 | +9.3% | 0.00% | 0.0% |
| Q4 2016 | $6,655,000 | +4.0% | 70,514 | +0.1% | 0.00% | 0.0% |
| Q3 2016 | $6,399,000 | +4.4% | 70,417 | +2.8% | 0.00% | 0.0% |
| Q2 2016 | $6,129,000 | +10.7% | 68,477 | +6.5% | 0.00% | +100.0% |
| Q1 2016 | $5,536,000 | -2.9% | 64,295 | -9.2% | 0.00% | 0.0% |
| Q4 2015 | $5,700,000 | -15.2% | 70,797 | -18.3% | 0.00% | -50.0% |
| Q3 2015 | $6,724,000 | -4.9% | 86,679 | +1.3% | 0.00% | 0.0% |
| Q2 2015 | $7,069,000 | -0.1% | 85,532 | +4.0% | 0.00% | 0.0% |
| Q1 2015 | $7,079,000 | +36.2% | 82,240 | +32.5% | 0.00% | +100.0% |
| Q4 2014 | $5,198,000 | +12.9% | 62,068 | +5.5% | 0.00% | 0.0% |
| Q3 2014 | $4,606,000 | +7.0% | 58,842 | +11.6% | 0.00% | 0.0% |
| Q2 2014 | $4,304,000 | +18.7% | 52,715 | +12.0% | 0.00% | 0.0% |
| Q1 2014 | $3,626,000 | +6.3% | 47,050 | +2.9% | 0.00% | 0.0% |
| Q4 2013 | $3,410,000 | -7.1% | 45,708 | -13.5% | 0.00% | 0.0% |
| Q3 2013 | $3,672,000 | +40.7% | 52,822 | +32.8% | 0.00% | 0.0% |
| Q2 2013 | $2,609,000 | – | 39,789 | – | 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% |