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 2020 | $347,000 | +2.1% | 12,001 | +0.1% | 0.01% | -9.1% |
| Q2 2020 | $340,000 | -17.1% | 11,986 | -29.3% | 0.01% | -26.7% |
| Q1 2020 | $410,000 | -38.3% | 16,953 | -3.0% | 0.02% | -31.8% |
| Q4 2019 | $665,000 | +6.4% | 17,482 | +1.6% | 0.02% | -4.3% |
| Q3 2019 | $625,000 | +2.3% | 17,210 | +1.9% | 0.02% | -4.2% |
| Q2 2019 | $611,000 | +2.2% | 16,888 | +1.2% | 0.02% | -4.0% |
| Q1 2019 | $598,000 | +17.5% | 16,692 | +3.7% | 0.02% | +8.7% |
| Q4 2018 | $509,000 | -34.2% | 16,101 | -23.2% | 0.02% | -11.5% |
| Q3 2018 | $773,000 | -25.9% | 20,964 | -28.0% | 0.03% | -31.6% |
| Q2 2018 | $1,043,000 | +5.5% | 29,135 | +0.4% | 0.04% | +5.6% |
| Q1 2018 | $989,000 | +4.1% | 29,010 | +7.6% | 0.04% | +24.1% |
| Q4 2017 | $950,000 | +30.7% | 26,950 | +270.7% | 0.03% | -6.5% |
| Q3 2017 | $727,000 | +23.2% | 7,270 | +20.5% | 0.03% | +10.7% |
| Q2 2017 | $590,000 | +26.3% | 6,034 | +26.1% | 0.03% | +16.7% |
| Q1 2017 | $467,000 | +40.7% | 4,784 | +36.1% | 0.02% | +33.3% |
| Q4 2016 | $332,000 | +4.4% | 3,516 | +0.7% | 0.02% | 0.0% |
| Q3 2016 | $318,000 | – | 3,490 | – | 0.02% | – |
Download | ||||||
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% |