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 2022 | $327,000 | 0.0% | 8,433 | +0.5% | 0.01% | 0.0% |
| Q2 2022 | $327,000 | -12.3% | 8,388 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $373,000 | +20.3% | 8,388 | +20.0% | 0.01% | +25.0% |
| Q4 2021 | $310,000 | +6.9% | 6,990 | 0.0% | 0.01% | -11.1% |
| Q3 2021 | $290,000 | -1.0% | 6,990 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $293,000 | +3.5% | 6,990 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $283,000 | +16.5% | 6,990 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $243,000 | +20.3% | 6,990 | 0.0% | 0.01% | +12.5% |
| Q3 2020 | $202,000 | -3.3% | 6,990 | 0.0% | 0.01% | -11.1% |
| Q2 2020 | $209,000 | -21.4% | 6,990 | 0.0% | 0.01% | -25.0% |
| Q4 2019 | $266,000 | +5.1% | 6,990 | -0.1% | 0.01% | -7.7% |
| Q3 2019 | $253,000 | 0.0% | 6,995 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $253,000 | +1.2% | 6,995 | +0.1% | 0.01% | -51.9% |
| Q1 2019 | $250,000 | +13.1% | 6,990 | 0.0% | 0.03% | +92.9% |
| Q4 2018 | $221,000 | -94.6% | 6,990 | -93.7% | 0.01% | -94.3% |
| Q3 2018 | $4,124,000 | -4.7% | 111,813 | -7.5% | 0.24% | -5.8% |
| Q2 2018 | $4,327,000 | +0.8% | 120,869 | -3.9% | 0.26% | +1.2% |
| Q1 2018 | $4,291,000 | -2.7% | 125,752 | +0.6% | 0.26% | -0.4% |
| Q4 2017 | $4,409,000 | +4.5% | 124,972 | +196.1% | 0.26% | 0.0% |
| Q3 2017 | $4,219,000 | +0.2% | 42,209 | -2.0% | 0.26% | -1.5% |
| Q2 2017 | $4,212,000 | -36.0% | 43,087 | -36.2% | 0.26% | -39.2% |
| Q1 2017 | $6,586,000 | +53.3% | 67,532 | +48.4% | 0.43% | +44.1% |
| Q4 2016 | $4,296,000 | – | 45,520 | – | 0.30% | – |
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% |