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 | $19,156,792 | +9.6% | 467,695 | +12.5% | 0.01% | +12.5% |
| Q2 2023 | $17,483,223 | -16.9% | 415,772 | -19.0% | 0.01% | -20.0% |
| Q1 2023 | $21,046,555 | +55.5% | 513,581 | +56.1% | 0.01% | +42.9% |
| Q4 2022 | $13,535,926 | -0.9% | 329,021 | -9.2% | 0.01% | -12.5% |
| Q3 2022 | $13,655,000 | -4.4% | 362,496 | -1.1% | 0.01% | 0.0% |
| Q2 2022 | $14,282,000 | -19.0% | 366,389 | -7.7% | 0.01% | -11.1% |
| Q1 2022 | $17,637,000 | +12.2% | 397,043 | +12.0% | 0.01% | +12.5% |
| Q4 2021 | $15,720,000 | -17.9% | 354,366 | -23.3% | 0.01% | -27.3% |
| Q3 2021 | $19,151,000 | +8.3% | 462,004 | +9.6% | 0.01% | +10.0% |
| Q2 2021 | $17,686,000 | -1.3% | 421,638 | -4.9% | 0.01% | -16.7% |
| Q1 2021 | $17,921,000 | +118.6% | 443,362 | +88.2% | 0.01% | +100.0% |
| Q4 2020 | $8,199,000 | +2.9% | 235,543 | -14.5% | 0.01% | -14.3% |
| Q3 2020 | $7,966,000 | +4.8% | 275,464 | +2.7% | 0.01% | 0.0% |
| Q2 2020 | $7,599,000 | -27.5% | 268,144 | -38.2% | 0.01% | -41.7% |
| Q1 2020 | $10,481,000 | -47.4% | 433,799 | -17.2% | 0.01% | -42.9% |
| Q4 2019 | $19,928,000 | +3.9% | 523,869 | -0.8% | 0.02% | 0.0% |
| Q3 2019 | $19,179,000 | -0.7% | 528,194 | -1.0% | 0.02% | -12.5% |
| Q2 2019 | $19,319,000 | +11.2% | 533,661 | +9.9% | 0.02% | 0.0% |
| Q1 2019 | $17,381,000 | +43.8% | 485,638 | +27.1% | 0.02% | +26.3% |
| Q4 2018 | $12,090,000 | +181.6% | 382,235 | +228.4% | 0.02% | +171.4% |
| Q3 2018 | $4,293,000 | -24.5% | 116,401 | -26.7% | 0.01% | -46.2% |
| Q2 2018 | $5,685,000 | -2.6% | 158,774 | -7.1% | 0.01% | -23.5% |
| Q1 2018 | $5,837,000 | +41.7% | 170,855 | +46.4% | 0.02% | +88.9% |
| Q4 2017 | $4,118,000 | -4.5% | 116,726 | +170.6% | 0.01% | -10.0% |
| Q3 2017 | $4,312,000 | +0.7% | 43,129 | -1.5% | 0.01% | -16.7% |
| Q2 2017 | $4,280,000 | -1.1% | 43,796 | -1.3% | 0.01% | -14.3% |
| Q1 2017 | $4,329,000 | +18.3% | 44,394 | +14.5% | 0.01% | +7.7% |
| Q4 2016 | $3,660,000 | +26.8% | 38,773 | +22.1% | 0.01% | +18.2% |
| Q3 2016 | $2,886,000 | +16.7% | 31,760 | +14.9% | 0.01% | +10.0% |
| Q2 2016 | $2,473,000 | +5.4% | 27,631 | +1.4% | 0.01% | 0.0% |
| Q1 2016 | $2,346,000 | +24.8% | 27,242 | +16.7% | 0.01% | +11.1% |
| Q4 2015 | $1,880,000 | +53.6% | 23,346 | +48.2% | 0.01% | +50.0% |
| Q3 2015 | $1,224,000 | +7.8% | 15,755 | +14.7% | 0.01% | +20.0% |
| Q2 2015 | $1,135,000 | -7.9% | 13,733 | -4.1% | 0.01% | -16.7% |
| Q1 2015 | $1,233,000 | +40.3% | 14,323 | +36.4% | 0.01% | -33.3% |
| Q4 2014 | $879,000 | -19.8% | 10,501 | -25.0% | 0.01% | -18.2% |
| Q3 2014 | $1,096,000 | -78.1% | 14,006 | -77.1% | 0.01% | -78.8% |
| Q2 2014 | $4,997,000 | -5.8% | 61,198 | -11.1% | 0.05% | -11.9% |
| Q1 2014 | $5,303,000 | -7.4% | 68,819 | -10.3% | 0.06% | -10.6% |
| Q4 2013 | $5,727,000 | +5.9% | 76,760 | -1.4% | 0.07% | 0.0% |
| Q3 2013 | $5,410,000 | +778.2% | 77,823 | +728.5% | 0.07% | +725.0% |
| Q2 2013 | $616,000 | – | 9,393 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,048,666 | $43,142,110 | 9.15% |
| Melone Private Wealth, LLC | 229,395 | $9,437,293 | 8.00% |
| IAG Wealth Partners, LLC | 466,556 | $19,194,105 | 5.66% |
| Linscomb & Williams, Inc. | 2,269,083 | $93,350,068 | 4.74% |
| Marion Wealth Management | 204,102 | $8,396,767 | 3.54% |
| RiverTree Advisors, LLC | 95,332 | $3,921,958 | 3.22% |
| Concord Wealth Partners | 230,481 | $9,481,988 | 2.85% |
| Private Wealth Strategies, L.L.C. | 248,166 | $10,209,361 | 2.72% |
| DB Wealth Management Group, LLC | 97,840 | $4,025,128 | 2.61% |
| Bickling Financial Services, Inc. | 99,589 | $4,097,085 | 2.56% |