WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 309 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,054,011 | -1.6% | 245,459 | +1.0% | 0.39% | +2.6% |
| Q2 2023 | $10,215,751 | +5.4% | 242,943 | +2.8% | 0.38% | +3.8% |
| Q1 2023 | $9,688,601 | -0.2% | 236,423 | +0.2% | 0.37% | -4.9% |
| Q4 2022 | $9,703,857 | +6.8% | 235,874 | -2.2% | 0.39% | +1.0% |
| Q3 2022 | $9,086,000 | +0.2% | 241,212 | +3.6% | 0.38% | +4.4% |
| Q2 2022 | $9,072,000 | -14.3% | 232,724 | -2.4% | 0.37% | -6.9% |
| Q1 2022 | $10,590,000 | +0.4% | 238,405 | +0.3% | 0.39% | +5.4% |
| Q4 2021 | $10,547,000 | +6.7% | 237,763 | -0.3% | 0.37% | -2.9% |
| Q3 2021 | $9,882,000 | -2.9% | 238,411 | -1.7% | 0.38% | -2.3% |
| Q2 2021 | $10,179,000 | -0.2% | 242,654 | -3.9% | 0.39% | -6.7% |
| Q1 2021 | $10,202,000 | +10.4% | 252,388 | -5.0% | 0.42% | +4.7% |
| Q4 2020 | $9,245,000 | +5.7% | 265,596 | -12.2% | 0.40% | -9.3% |
| Q3 2020 | $8,745,000 | +5.5% | 302,397 | +3.4% | 0.44% | -1.1% |
| Q2 2020 | $8,288,000 | +31.9% | 292,438 | +12.5% | 0.45% | +16.4% |
| Q1 2020 | $6,282,000 | -34.2% | 260,014 | +3.6% | 0.38% | -20.8% |
| Q4 2019 | $9,547,000 | +6.6% | 250,976 | +1.8% | 0.49% | +0.2% |
| Q3 2019 | $8,955,000 | +3.4% | 246,616 | +3.1% | 0.48% | +1.7% |
| Q2 2019 | $8,659,000 | -1.8% | 239,204 | -2.9% | 0.48% | -3.8% |
| Q1 2019 | $8,818,000 | +9.1% | 246,390 | -3.6% | 0.50% | +2.1% |
| Q4 2018 | $8,081,000 | -13.2% | 255,492 | +1.2% | 0.49% | -6.2% |
| Q3 2018 | $9,315,000 | -1.5% | 252,584 | -4.3% | 0.52% | -8.8% |
| Q2 2018 | $9,453,000 | +6.8% | 264,038 | +1.7% | 0.57% | +5.4% |
| Q1 2018 | $8,854,000 | -4.6% | 259,503 | -1.3% | 0.54% | -4.3% |
| Q4 2017 | $9,279,000 | +6.5% | 263,008 | +201.8% | 0.56% | +1.1% |
| Q3 2017 | $8,711,000 | +7.0% | 87,150 | +4.6% | 0.56% | +2.6% |
| Q2 2017 | $8,141,000 | +6.7% | 83,287 | +6.4% | 0.54% | +3.4% |
| Q1 2017 | $7,632,000 | +15.6% | 78,253 | +11.9% | 0.52% | +8.2% |
| Q4 2016 | $6,603,000 | +18.6% | 69,961 | +14.2% | 0.48% | +12.8% |
| Q3 2016 | $5,566,000 | +35.6% | 61,240 | +33.5% | 0.43% | +27.2% |
| Q2 2016 | $4,104,000 | +204.7% | 45,856 | +174.1% | 0.34% | +162.0% |
| Q1 2016 | $1,347,000 | 0.0% | 16,730 | 0.0% | 0.13% | 0.0% |
| Q4 2015 | $1,347,000 | +31.5% | 16,730 | +26.9% | 0.13% | +13.2% |
| Q3 2015 | $1,024,000 | -0.4% | 13,188 | +6.1% | 0.11% | +67.6% |
| Q2 2015 | $1,028,000 | +44.0% | 12,433 | +49.9% | 0.07% | -11.7% |
| Q1 2015 | $714,000 | +25.7% | 8,292 | +22.3% | 0.08% | +35.1% |
| Q4 2014 | $568,000 | +20.3% | 6,780 | +12.5% | 0.06% | +16.3% |
| Q3 2014 | $472,000 | 0.0% | 6,025 | +4.3% | 0.05% | 0.0% |
| Q2 2014 | $472,000 | +35.6% | 5,777 | +27.9% | 0.05% | +32.4% |
| Q1 2014 | $348,000 | +60.4% | 4,517 | +55.2% | 0.04% | +60.9% |
| Q4 2013 | $217,000 | – | 2,910 | – | 0.02% | – |
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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% |