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 | $400,794 | -2.6% | 9,785 | 0.0% | 0.07% | +4.3% |
| Q2 2023 | $411,460 | +3.3% | 9,785 | +0.7% | 0.07% | -9.2% |
| Q1 2023 | $398,326 | -1.5% | 9,720 | -1.2% | 0.08% | -10.6% |
| Q4 2022 | $404,571 | +14.9% | 9,834 | +5.4% | 0.08% | +7.6% |
| Q3 2022 | $352,000 | -2.8% | 9,334 | +0.5% | 0.08% | +11.3% |
| Q2 2022 | $362,000 | -9.0% | 9,291 | +3.6% | 0.07% | +10.9% |
| Q1 2022 | $398,000 | +2.6% | 8,971 | +2.7% | 0.06% | +1.6% |
| Q4 2021 | $388,000 | +6.9% | 8,738 | -0.2% | 0.06% | -1.6% |
| Q3 2021 | $363,000 | +6.1% | 8,758 | +7.4% | 0.06% | +6.7% |
| Q2 2021 | $342,000 | +3.6% | 8,153 | 0.0% | 0.06% | -4.8% |
| Q1 2021 | $330,000 | +16.2% | 8,153 | 0.0% | 0.06% | +12.5% |
| Q4 2020 | $284,000 | +1.8% | 8,153 | -15.6% | 0.06% | -12.5% |
| Q3 2020 | $279,000 | -58.0% | 9,655 | -58.8% | 0.06% | -60.7% |
| Q2 2020 | $664,000 | +27.2% | 23,422 | +8.4% | 0.16% | +1.2% |
| Q1 2020 | $522,000 | -40.8% | 21,610 | -6.8% | 0.16% | -19.1% |
| Q4 2019 | $882,000 | +7.8% | 23,185 | +2.9% | 0.20% | -3.4% |
| Q3 2019 | $818,000 | -1.8% | 22,521 | -2.1% | 0.21% | +12.0% |
| Q2 2019 | $833,000 | +14.0% | 23,015 | +12.7% | 0.18% | +15.7% |
| Q1 2019 | $731,000 | +22.9% | 20,420 | +8.5% | 0.16% | -34.8% |
| Q4 2018 | $595,000 | -11.7% | 18,818 | +2.7% | 0.24% | +7.5% |
| Q3 2018 | $674,000 | +1.0% | 18,325 | -1.8% | 0.23% | +6.6% |
| Q2 2018 | $667,000 | +4.9% | 18,655 | +0.7% | 0.21% | +13.9% |
| Q1 2018 | $636,000 | +14.4% | 18,528 | +17.8% | 0.19% | +46.1% |
| Q4 2017 | $556,000 | +91.1% | 15,734 | +426.2% | 0.13% | +60.0% |
| Q2 2017 | $291,000 | – | 2,990 | – | 0.08% | – |
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% |