WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 305 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $49,603 | -2.6% | 1,211 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $50,923 | +2.6% | 1,211 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $49,627 | -22.7% | 1,211 | -22.4% | 0.00% | -50.0% |
| Q4 2022 | $64,220 | +8.8% | 1,561 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $59,000 | +25.5% | 1,561 | +28.9% | 0.00% | 0.0% |
| Q2 2022 | $47,000 | -13.0% | 1,211 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $54,000 | 0.0% | 1,211 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $54,000 | +8.0% | 1,211 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $50,000 | -27.5% | 1,211 | -26.4% | 0.00% | -33.3% |
| Q2 2021 | $69,000 | +3.0% | 1,646 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $67,000 | +17.5% | 1,646 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $57,000 | +18.8% | 1,646 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $48,000 | +2.1% | 1,646 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $47,000 | -52.0% | 1,646 | -59.3% | 0.00% | -62.5% |
| Q1 2020 | $98,000 | -38.8% | 4,046 | -3.9% | 0.01% | -33.3% |
| Q4 2019 | $160,000 | +166.7% | 4,211 | +155.8% | 0.01% | +140.0% |
| Q3 2019 | $60,000 | 0.0% | 1,646 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $60,000 | +1.7% | 1,646 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $59,000 | +13.5% | 1,646 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $52,000 | +225.0% | 1,646 | +278.4% | 0.01% | +150.0% |
| Q3 2018 | $16,000 | 0.0% | 435 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $16,000 | +6.7% | 435 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $15,000 | -51.6% | 435 | +26.1% | 0.00% | -60.0% |
| Q3 2016 | $31,000 | +138.5% | 345 | +137.9% | 0.01% | +150.0% |
| Q2 2016 | $13,000 | -43.5% | 145 | -45.9% | 0.00% | -50.0% |
| Q1 2016 | $23,000 | -54.0% | 268 | -53.5% | 0.00% | -66.7% |
| Q1 2015 | $50,000 | – | 576 | – | 0.01% | – |
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% |