WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 343 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,812 | +0.2% | 141,872 | +2.8% | 0.20% | +2.6% |
| Q2 2023 | $5,802 | +5.9% | 137,972 | +3.2% | 0.19% | 0.0% |
| Q1 2023 | $5,479 | -5.8% | 133,687 | -5.5% | 0.19% | -8.1% |
| Q4 2022 | $5,818 | -99.9% | 141,421 | -4.3% | 0.21% | -20.2% |
| Q3 2022 | $5,565,000 | -5.1% | 147,732 | -1.8% | 0.26% | -11.5% |
| Q2 2022 | $5,864,000 | -12.5% | 150,434 | -0.3% | 0.30% | -3.6% |
| Q1 2022 | $6,705,000 | +4.1% | 150,949 | +3.9% | 0.31% | +6.2% |
| Q4 2021 | $6,444,000 | +5.6% | 145,274 | -1.4% | 0.29% | -3.3% |
| Q3 2021 | $6,104,000 | -0.4% | 147,267 | +0.9% | 0.30% | +8.7% |
| Q2 2021 | $6,126,000 | -7.9% | 146,010 | -11.3% | 0.28% | -15.1% |
| Q1 2021 | $6,655,000 | +5.5% | 164,642 | -9.2% | 0.32% | -5.0% |
| Q4 2020 | $6,311,000 | +12.2% | 181,301 | -6.8% | 0.34% | -2.3% |
| Q3 2020 | $5,625,000 | -4.8% | 194,476 | -6.7% | 0.35% | -16.7% |
| Q2 2020 | $5,909,000 | -5.4% | 208,488 | -19.3% | 0.42% | -15.7% |
| Q1 2020 | $6,245,000 | -29.1% | 258,478 | +11.7% | 0.50% | -7.6% |
| Q4 2019 | $8,802,000 | +4.9% | 231,382 | +0.2% | 0.54% | -3.4% |
| Q3 2019 | $8,388,000 | +1.2% | 231,005 | +0.9% | 0.56% | +1.8% |
| Q2 2019 | $8,286,000 | +2.1% | 228,904 | +0.9% | 0.55% | -10.6% |
| Q1 2019 | $8,119,000 | +3.2% | 226,841 | -8.8% | 0.61% | -12.1% |
| Q4 2018 | $7,870,000 | -13.7% | 248,818 | +0.7% | 0.70% | -15.1% |
| Q3 2018 | $9,117,000 | +1.5% | 247,211 | -1.5% | 0.82% | -3.2% |
| Q2 2018 | $8,982,000 | +3.3% | 250,888 | -1.6% | 0.85% | -3.8% |
| Q1 2018 | $8,696,000 | -3.2% | 254,854 | +0.1% | 0.88% | -4.0% |
| Q4 2017 | $8,983,000 | +5.8% | 254,633 | +199.8% | 0.92% | -3.1% |
| Q3 2017 | $8,488,000 | +2.0% | 84,923 | -0.3% | 0.95% | -4.2% |
| Q2 2017 | $8,325,000 | -5.9% | 85,171 | -6.1% | 0.99% | -10.8% |
| Q1 2017 | $8,850,000 | +7.1% | 90,738 | +3.7% | 1.11% | -3.5% |
| Q4 2016 | $8,260,000 | -8.6% | 87,523 | -12.0% | 1.15% | -13.3% |
| Q3 2016 | $9,035,000 | +31.5% | 99,420 | +29.5% | 1.32% | +20.5% |
| Q2 2016 | $6,870,000 | +13.4% | 76,754 | +9.1% | 1.10% | +10.5% |
| Q1 2016 | $6,059,000 | +20.1% | 70,367 | +12.2% | 0.99% | +14.0% |
| Q4 2015 | $5,047,000 | +22.6% | 62,689 | +18.3% | 0.87% | +1.5% |
| Q3 2015 | $4,115,000 | +6.2% | 52,983 | +13.0% | 0.86% | -0.9% |
| Q2 2015 | $3,876,000 | +33.1% | 46,893 | +38.6% | 0.87% | +12.8% |
| Q1 2015 | $2,912,000 | +1.3% | 33,830 | -1.5% | 0.77% | -19.6% |
| Q4 2014 | $2,875,000 | +17.3% | 34,338 | +9.7% | 0.96% | +9.1% |
| Q3 2014 | $2,450,000 | – | 31,299 | – | 0.88% | – |
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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% |