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 | $6,899 | -1.9% | 168 | +0.6% | 0.00% | 0.0% |
| Q2 2023 | $7,036 | +3.3% | 167 | +0.6% | 0.00% | 0.0% |
| Q1 2023 | $6,810 | +0.1% | 166 | +0.6% | 0.00% | 0.0% |
| Q4 2022 | $6,801 | +13.4% | 165 | +0.6% | 0.00% | 0.0% |
| Q3 2022 | $6,000 | 0.0% | 164 | +0.6% | 0.00% | 0.0% |
| Q2 2022 | $6,000 | -14.3% | 163 | +1.2% | 0.00% | – |
| Q1 2022 | $7,000 | 0.0% | 161 | 0.0% | 0.00% | – |
| Q4 2021 | $7,000 | 0.0% | 161 | +0.6% | 0.00% | – |
| Q3 2021 | $7,000 | 0.0% | 160 | +0.6% | 0.00% | – |
| Q2 2021 | $7,000 | +16.7% | 159 | +0.6% | 0.00% | – |
| Q1 2021 | $6,000 | +20.0% | 158 | +0.6% | 0.00% | – |
| Q4 2020 | $5,000 | -93.8% | 157 | -94.4% | 0.00% | -100.0% |
| Q3 2020 | $81,000 | -93.1% | 2,824 | -93.1% | 0.01% | -92.6% |
| Q2 2020 | $1,168,000 | +6.0% | 41,209 | -9.6% | 0.09% | -7.8% |
| Q1 2020 | $1,102,000 | -32.4% | 45,606 | +6.5% | 0.10% | -26.1% |
| Q4 2019 | $1,629,000 | +13.6% | 42,811 | +8.4% | 0.14% | +4.5% |
| Q3 2019 | $1,434,000 | -2.8% | 39,486 | -3.1% | 0.13% | -19.0% |
| Q2 2019 | $1,475,000 | +3.0% | 40,758 | +1.9% | 0.16% | -6.9% |
| Q1 2019 | $1,432,000 | +11.5% | 40,013 | -1.4% | 0.18% | -1.1% |
| Q4 2018 | $1,284,000 | +43.9% | 40,583 | +67.8% | 0.18% | +58.0% |
| Q3 2018 | $892,000 | +0.2% | 24,181 | -2.7% | 0.11% | -6.7% |
| Q2 2018 | $890,000 | +9.7% | 24,857 | +4.5% | 0.12% | +7.1% |
| Q1 2018 | $811,000 | -9.5% | 23,777 | -6.3% | 0.11% | -17.6% |
| Q4 2017 | $896,000 | – | 25,383 | – | 0.14% | – |
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% |