WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 279 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $57,565,169 | -2.4% | 1,405,641 | +0.3% | 0.02% | +5.6% |
| Q2 2023 | $58,996,432 | +2.6% | 1,401,416 | -0.1% | 0.02% | -5.3% |
| Q1 2023 | $57,518,002 | -2.0% | 1,402,658 | -1.7% | 0.02% | -5.0% |
| Q4 2022 | $58,716,000 | +12.4% | 1,427,205 | +2.1% | 0.02% | +5.3% |
| Q3 2022 | $52,238,000 | -6.7% | 1,398,176 | -2.5% | 0.02% | -5.0% |
| Q2 2022 | $56,002,000 | -11.5% | 1,434,624 | +0.7% | 0.02% | +5.3% |
| Q1 2022 | $63,255,000 | +6.5% | 1,423,977 | +6.4% | 0.02% | +18.8% |
| Q4 2021 | $59,389,000 | +11.4% | 1,338,832 | +4.1% | 0.02% | -5.9% |
| Q3 2021 | $53,315,000 | +0.4% | 1,286,354 | +1.5% | 0.02% | +6.2% |
| Q2 2021 | $53,103,000 | -0.5% | 1,267,151 | -1.7% | 0.02% | -11.1% |
| Q1 2021 | $53,360,000 | -3.1% | 1,289,543 | -18.4% | 0.02% | -10.0% |
| Q4 2020 | $55,093,000 | +7.8% | 1,580,677 | -10.5% | 0.02% | -4.8% |
| Q3 2020 | $51,083,000 | +1.1% | 1,766,983 | -0.3% | 0.02% | -4.5% |
| Q2 2020 | $50,543,000 | -43.6% | 1,773,056 | -52.2% | 0.02% | -53.2% |
| Q1 2020 | $89,620,000 | -33.6% | 3,710,357 | +4.5% | 0.05% | -16.1% |
| Q4 2019 | $134,991,000 | +8.6% | 3,548,953 | +3.8% | 0.06% | 0.0% |
| Q3 2019 | $124,263,000 | +0.9% | 3,420,192 | +0.8% | 0.06% | +1.8% |
| Q2 2019 | $123,154,000 | +10.1% | 3,392,331 | +8.6% | 0.06% | +7.8% |
| Q1 2019 | $111,811,000 | +26.6% | 3,124,804 | +11.9% | 0.05% | +15.9% |
| Q4 2018 | $88,329,000 | -45.1% | 2,791,851 | -34.8% | 0.04% | -21.4% |
| Q3 2018 | $160,747,000 | -2.1% | 4,281,135 | -6.5% | 0.06% | -23.3% |
| Q2 2018 | $164,221,000 | +1.9% | 4,578,313 | -2.9% | 0.07% | 0.0% |
| Q1 2018 | $161,104,000 | -4.9% | 4,713,307 | -1.5% | 0.07% | -5.2% |
| Q4 2017 | $169,342,000 | +15.7% | 4,784,100 | +226.7% | 0.08% | +10.0% |
| Q3 2017 | $146,400,000 | +15.1% | 1,464,181 | +12.8% | 0.07% | +9.4% |
| Q2 2017 | $127,144,000 | +25.0% | 1,298,210 | +24.5% | 0.06% | +20.8% |
| Q1 2017 | $101,694,000 | +23.2% | 1,043,044 | +19.5% | 0.05% | +17.8% |
| Q4 2016 | $82,570,000 | +48.2% | 873,151 | +42.4% | 0.04% | +45.2% |
| Q3 2016 | $55,728,000 | +33.6% | 613,207 | +31.5% | 0.03% | +29.2% |
| Q2 2016 | $41,706,000 | +35.0% | 466,235 | +30.8% | 0.02% | +33.3% |
| Q1 2016 | $30,889,000 | +2.1% | 356,482 | -5.1% | 0.02% | 0.0% |
| Q4 2015 | $30,258,000 | +18.0% | 375,453 | +13.7% | 0.02% | +12.5% |
| Q3 2015 | $25,641,000 | +14.3% | 330,240 | +21.5% | 0.02% | +23.1% |
| Q2 2015 | $22,442,000 | +27.1% | 271,774 | +32.4% | 0.01% | +30.0% |
| Q1 2015 | $17,662,000 | +55.3% | 205,214 | +50.8% | 0.01% | +42.9% |
| Q4 2014 | $11,375,000 | +49.0% | 136,113 | +40.2% | 0.01% | +40.0% |
| Q3 2014 | $7,636,000 | +10.2% | 97,054 | +14.4% | 0.01% | +25.0% |
| Q2 2014 | $6,927,000 | +24.5% | 84,844 | +17.8% | 0.00% | +33.3% |
| Q1 2014 | $5,562,000 | +14.3% | 72,037 | +10.4% | 0.00% | 0.0% |
| Q4 2013 | $4,868,000 | +16.9% | 65,240 | +9.6% | 0.00% | 0.0% |
| Q3 2013 | $4,163,000 | +23.2% | 59,524 | +15.3% | 0.00% | +50.0% |
| Q2 2013 | $3,379,000 | – | 51,628 | – | 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% |