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 | $13,758,379 | -4.4% | 335,898 | -1.8% | 0.14% | +3.8% |
| Q2 2023 | $14,384,453 | +3.7% | 342,079 | +1.1% | 0.13% | -3.6% |
| Q1 2023 | $13,868,302 | +5.3% | 338,416 | +5.7% | 0.14% | +0.7% |
| Q4 2022 | $13,171,650 | +3.5% | 320,166 | -5.2% | 0.14% | -5.5% |
| Q3 2022 | $12,727,000 | -8.8% | 337,860 | -5.6% | 0.14% | -3.3% |
| Q2 2022 | $13,955,000 | -12.0% | 358,018 | +0.3% | 0.15% | +2.0% |
| Q1 2022 | $15,863,000 | +1.8% | 357,099 | +1.6% | 0.15% | +3.5% |
| Q4 2021 | $15,590,000 | +7.8% | 351,435 | +0.7% | 0.14% | -1.4% |
| Q3 2021 | $14,466,000 | -2.2% | 348,998 | -1.0% | 0.14% | -2.7% |
| Q2 2021 | $14,786,000 | +10.0% | 352,478 | +6.0% | 0.15% | -8.6% |
| Q1 2021 | $13,446,000 | +5.8% | 332,674 | -8.9% | 0.16% | -2.4% |
| Q4 2020 | $12,711,000 | -21.0% | 365,137 | -34.3% | 0.17% | -29.4% |
| Q3 2020 | $16,081,000 | +0.7% | 556,062 | -1.3% | 0.24% | -6.7% |
| Q2 2020 | $15,969,000 | +5.6% | 563,492 | -10.0% | 0.25% | -11.0% |
| Q1 2020 | $15,121,000 | -45.9% | 625,868 | -14.8% | 0.28% | -32.8% |
| Q4 2019 | $27,943,000 | +4.1% | 734,560 | -0.6% | 0.42% | -2.8% |
| Q3 2019 | $26,833,000 | -6.0% | 738,977 | -6.3% | 0.43% | -5.9% |
| Q2 2019 | $28,552,000 | -0.9% | 788,694 | -2.0% | 0.46% | -3.4% |
| Q1 2019 | $28,800,000 | +12.8% | 804,710 | -0.3% | 0.48% | +4.4% |
| Q4 2018 | $25,532,000 | -11.8% | 807,238 | +2.8% | 0.46% | +0.7% |
| Q3 2018 | $28,957,000 | +27.7% | 785,199 | +24.0% | 0.45% | +20.2% |
| Q2 2018 | $22,667,000 | +28.1% | 633,160 | +22.1% | 0.38% | +27.8% |
| Q1 2018 | $17,695,000 | -8.3% | 518,598 | -5.2% | 0.30% | -4.2% |
| Q4 2017 | $19,304,000 | -1.0% | 547,145 | +180.6% | 0.31% | -6.4% |
| Q3 2017 | $19,492,000 | +2.0% | 195,016 | -0.3% | 0.33% | -1.8% |
| Q2 2017 | $19,113,000 | +3.8% | 195,536 | +3.6% | 0.34% | +2.1% |
| Q1 2017 | $18,415,000 | +21.3% | 188,818 | +17.4% | 0.33% | +18.8% |
| Q4 2016 | $15,181,000 | +35.1% | 160,846 | +30.1% | 0.28% | +32.1% |
| Q3 2016 | $11,233,000 | +17.5% | 123,593 | +15.7% | 0.21% | -12.6% |
| Q2 2016 | $9,563,000 | +71.9% | 106,855 | +65.3% | 0.24% | +75.7% |
| Q1 2016 | $5,563,000 | -12.3% | 64,628 | -18.0% | 0.14% | -15.5% |
| Q4 2015 | $6,343,000 | +6.5% | 78,781 | +2.7% | 0.16% | +3.2% |
| Q3 2015 | $5,957,000 | -4.9% | 76,711 | +1.2% | 0.16% | +3.3% |
| Q2 2015 | $6,264,000 | +12.6% | 75,796 | +17.3% | 0.15% | +11.0% |
| Q1 2015 | $5,563,000 | +211.1% | 64,628 | +202.7% | 0.14% | +216.3% |
| Q4 2014 | $1,788,000 | – | 21,350 | – | 0.04% | – |
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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% |