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 | $5,730 | -2.3% | 139,895 | +0.3% | 0.03% | 0.0% |
| Q2 2023 | $5,863 | -6.4% | 139,435 | -8.8% | 0.03% | -12.9% |
| Q1 2023 | $6,267 | -58.8% | 152,924 | -58.7% | 0.03% | -60.8% |
| Q4 2022 | $15,221 | -99.8% | 369,991 | +124.4% | 0.08% | +125.7% |
| Q3 2022 | $6,212,000 | -30.2% | 164,911 | -27.8% | 0.04% | -27.1% |
| Q2 2022 | $8,900,000 | +26.9% | 228,328 | +44.6% | 0.05% | +50.0% |
| Q1 2022 | $7,013,000 | -3.8% | 157,888 | -3.9% | 0.03% | -3.0% |
| Q4 2021 | $7,292,000 | -3.5% | 164,375 | -9.8% | 0.03% | -10.8% |
| Q3 2021 | $7,554,000 | -22.2% | 182,233 | -21.3% | 0.04% | -19.6% |
| Q2 2021 | $9,714,000 | +43.9% | 231,558 | +38.6% | 0.05% | +24.3% |
| Q1 2021 | $6,752,000 | -21.0% | 167,034 | -31.9% | 0.04% | -26.0% |
| Q4 2020 | $8,542,000 | +38.5% | 245,399 | +15.1% | 0.05% | +19.0% |
| Q3 2020 | $6,168,000 | -14.8% | 213,272 | -16.5% | 0.04% | -22.2% |
| Q2 2020 | $7,243,000 | -0.9% | 255,565 | -15.5% | 0.05% | -22.9% |
| Q1 2020 | $7,309,000 | -41.7% | 302,529 | -8.2% | 0.07% | -27.8% |
| Q4 2019 | $12,534,000 | +7.7% | 329,498 | +2.8% | 0.10% | -4.9% |
| Q3 2019 | $11,643,000 | +2.7% | 320,647 | +2.4% | 0.10% | -1.9% |
| Q2 2019 | $11,335,000 | +23.2% | 313,133 | +21.8% | 0.10% | +18.2% |
| Q1 2019 | $9,200,000 | +31.4% | 257,051 | +16.2% | 0.09% | +14.3% |
| Q4 2018 | $6,999,000 | -17.1% | 221,279 | -3.3% | 0.08% | -4.9% |
| Q3 2018 | $8,441,000 | +9.1% | 228,882 | +5.9% | 0.08% | -1.2% |
| Q2 2018 | $7,737,000 | +11.5% | 216,123 | +6.3% | 0.08% | +5.1% |
| Q1 2018 | $6,936,000 | -9.0% | 203,287 | -5.9% | 0.08% | -13.3% |
| Q4 2017 | $7,620,000 | +21.9% | 215,991 | +245.5% | 0.09% | +7.1% |
| Q3 2017 | $6,249,000 | -4.7% | 62,521 | -6.8% | 0.08% | -12.5% |
| Q2 2017 | $6,557,000 | +3.4% | 67,075 | +3.2% | 0.10% | -11.1% |
| Q1 2017 | $6,341,000 | +11.0% | 65,017 | +7.4% | 0.11% | +0.9% |
| Q4 2016 | $5,713,000 | +22.9% | 60,528 | +18.3% | 0.11% | +24.4% |
| Q3 2016 | $4,648,000 | +10.3% | 51,149 | +8.6% | 0.09% | -3.4% |
| Q2 2016 | $4,215,000 | +17.6% | 47,100 | +13.2% | 0.09% | +9.9% |
| Q1 2016 | $3,583,000 | +11.6% | 41,612 | +4.3% | 0.08% | +6.6% |
| Q4 2015 | $3,212,000 | +7.2% | 39,897 | +3.4% | 0.08% | -11.6% |
| Q3 2015 | $2,995,000 | -68.3% | 38,569 | -66.2% | 0.09% | -67.0% |
| Q2 2015 | $9,437,000 | -4.6% | 114,175 | -0.6% | 0.26% | -7.1% |
| Q1 2015 | $9,887,000 | +6.4% | 114,863 | +3.5% | 0.28% | -2.4% |
| Q4 2014 | $9,294,000 | +14.7% | 110,988 | +7.3% | 0.29% | +20.5% |
| Q3 2014 | $8,100,000 | +7.7% | 103,476 | +12.4% | 0.24% | -8.8% |
| Q2 2014 | $7,520,000 | +15.1% | 92,085 | +8.6% | 0.26% | +6.1% |
| Q1 2014 | $6,532,000 | +11.5% | 84,767 | +8.0% | 0.25% | +2.9% |
| Q4 2013 | $5,856,000 | +16.9% | 78,488 | +8.9% | 0.24% | +9.6% |
| Q3 2013 | $5,009,000 | +14.3% | 72,055 | +7.8% | 0.22% | -1.8% |
| Q2 2013 | $4,382,000 | – | 66,839 | – | 0.22% | – |
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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% |