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 | $485,620 | -1.2% | 11,360 | -2.6% | 0.00% | – |
| Q2 2023 | $491,765 | +1.6% | 11,667 | +2.8% | 0.00% | – |
| Q4 2022 | $484,182 | +3.9% | 11,352 | -0.4% | 0.00% | – |
| Q3 2022 | $466,000 | +2.9% | 11,399 | +0.0% | 0.00% | – |
| Q2 2022 | $453,000 | -12.2% | 11,394 | +0.0% | 0.00% | – |
| Q1 2022 | $516,000 | +1.6% | 11,392 | -0.4% | 0.00% | – |
| Q4 2021 | $508,000 | +5.4% | 11,441 | +0.5% | 0.00% | – |
| Q3 2021 | $482,000 | 0.0% | 11,387 | +0.0% | 0.00% | – |
| Q2 2021 | $482,000 | +2735.3% | 11,384 | +2710.9% | 0.00% | – |
| Q1 2021 | $17,000 | -37.0% | 405 | -47.0% | 0.00% | – |
| Q4 2020 | $27,000 | +68.8% | 764 | +44.7% | 0.00% | – |
| Q3 2020 | $16,000 | +14.3% | 528 | +0.8% | 0.00% | – |
| Q2 2020 | $14,000 | +55.6% | 524 | +30.7% | 0.00% | – |
| Q1 2020 | $9,000 | -40.0% | 401 | +0.8% | 0.00% | – |
| Q4 2019 | $15,000 | +7.1% | 398 | +1.0% | 0.00% | – |
| Q3 2019 | $14,000 | -96.6% | 394 | -96.5% | 0.00% | – |
| Q2 2019 | $411,000 | -15.6% | 11,368 | -16.4% | 0.00% | – |
| Q1 2019 | $487,000 | +13.3% | 13,592 | +0.0% | 0.00% | – |
| Q4 2018 | $430,000 | -14.2% | 13,590 | +0.0% | 0.00% | – |
| Q3 2018 | $501,000 | +2.9% | 13,587 | +0.0% | 0.00% | – |
| Q2 2018 | $487,000 | +5.2% | 13,585 | +0.0% | 0.00% | – |
| Q1 2018 | $463,000 | -6.5% | 13,584 | -3.2% | 0.00% | – |
| Q4 2017 | $495,000 | +9.3% | 14,031 | +210.0% | 0.00% | – |
| Q3 2017 | $453,000 | +2.5% | 4,526 | +0.0% | 0.00% | – |
| Q2 2017 | $442,000 | +0.2% | 4,525 | 0.0% | 0.00% | – |
| Q1 2017 | $441,000 | +4.3% | 4,525 | +0.0% | 0.00% | – |
| Q4 2016 | $423,000 | +1.4% | 4,524 | -1.4% | 0.00% | – |
| Q3 2016 | $417,000 | -53.8% | 4,590 | -54.5% | 0.00% | -100.0% |
| Q2 2016 | $902,000 | +302.7% | 10,079 | +287.5% | 0.00% | – |
| Q1 2016 | $224,000 | -24.8% | 2,601 | -29.8% | 0.00% | – |
| Q4 2015 | $298,000 | -50.7% | 3,703 | -52.5% | 0.00% | -100.0% |
| Q3 2015 | $604,000 | -0.3% | 7,788 | +6.3% | 0.00% | 0.0% |
| Q2 2015 | $606,000 | -5.2% | 7,329 | -1.2% | 0.00% | 0.0% |
| Q1 2015 | $639,000 | +145.8% | 7,418 | +139.1% | 0.00% | – |
| Q4 2014 | $260,000 | +7.0% | 3,103 | +0.1% | 0.00% | – |
| Q3 2014 | $243,000 | -4.3% | 3,101 | +0.1% | 0.00% | – |
| Q2 2014 | $254,000 | +21.5% | 3,099 | +14.2% | 0.00% | – |
| Q1 2014 | $209,000 | +3.5% | 2,713 | +0.1% | 0.00% | – |
| Q4 2013 | $202,000 | -50.9% | 2,711 | -54.2% | 0.00% | -100.0% |
| Q3 2013 | $411,000 | +9.6% | 5,920 | +3.5% | 0.00% | 0.0% |
| Q2 2013 | $375,000 | – | 5,720 | – | 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% |