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 | $19,188,183 | -5.9% | 468,462 | -3.4% | 0.12% | -14.8% |
| Q2 2023 | $20,384,246 | +2.5% | 484,762 | -0.1% | 0.14% | -3.4% |
| Q1 2023 | $19,884,913 | +2.2% | 485,235 | +2.6% | 0.15% | -7.0% |
| Q4 2022 | $19,458,996 | +62.2% | 472,995 | +48.5% | 0.16% | +6.0% |
| Q3 2022 | $12,000,000 | +10.2% | 318,549 | +14.0% | 0.15% | +6.4% |
| Q2 2022 | $10,894,000 | -1.0% | 279,469 | +12.9% | 0.14% | +5.3% |
| Q1 2022 | $10,999,000 | -6.2% | 247,611 | -6.3% | 0.13% | -7.6% |
| Q4 2021 | $11,722,000 | -42.2% | 264,239 | -46.0% | 0.14% | -47.4% |
| Q3 2021 | $20,280,000 | -2.9% | 489,256 | -1.7% | 0.27% | -7.1% |
| Q2 2021 | $20,887,000 | +11.7% | 497,908 | +7.6% | 0.30% | -25.7% |
| Q1 2021 | $18,698,000 | +8.8% | 462,603 | -6.3% | 0.40% | -0.3% |
| Q4 2020 | $17,181,000 | -15.7% | 493,554 | -30.0% | 0.40% | -24.9% |
| Q3 2020 | $20,389,000 | +0.4% | 705,018 | -1.6% | 0.53% | -2.0% |
| Q2 2020 | $20,314,000 | +6.1% | 716,789 | -9.5% | 0.54% | -14.4% |
| Q1 2020 | $19,146,000 | -32.4% | 792,467 | +6.5% | 0.63% | -16.6% |
| Q4 2019 | $28,318,000 | +20.6% | 744,186 | +15.1% | 0.76% | +6.9% |
| Q3 2019 | $23,478,000 | +18.3% | 646,514 | +18.0% | 0.71% | +16.2% |
| Q2 2019 | $19,841,000 | +9.4% | 548,104 | +8.1% | 0.61% | +3.6% |
| Q1 2019 | $18,134,000 | +685.7% | 506,949 | +594.8% | 0.59% | +561.8% |
| Q4 2018 | $2,308,000 | +23.9% | 72,964 | +44.8% | 0.09% | +36.9% |
| Q3 2018 | $1,863,000 | +25.9% | 50,403 | +15.9% | 0.06% | 0.0% |
| Q1 2018 | $1,480,000 | -15.6% | 43,490 | -12.5% | 0.06% | -12.2% |
| Q4 2017 | $1,753,000 | +21.6% | 49,699 | +244.6% | 0.07% | +12.1% |
| Q3 2017 | $1,442,000 | -27.3% | 14,423 | -28.9% | 0.07% | -29.8% |
| Q2 2017 | $1,984,000 | +21.6% | 20,280 | +21.6% | 0.09% | +20.5% |
| Q1 2017 | $1,631,000 | +89.9% | 16,680 | +82.9% | 0.08% | +73.3% |
| Q4 2016 | $859,000 | +15.6% | 9,121 | +11.6% | 0.04% | +60.7% |
| Q3 2016 | $743,000 | -10.3% | 8,176 | -11.3% | 0.03% | -41.7% |
| Q2 2016 | $828,000 | +56.8% | 9,219 | +49.8% | 0.05% | +45.5% |
| Q1 2016 | $528,000 | +6.7% | 6,153 | -0.5% | 0.03% | +3.1% |
| Q4 2015 | $495,000 | -46.4% | 6,185 | -48.0% | 0.03% | -49.2% |
| Q3 2015 | $924,000 | +3.1% | 11,886 | +14.3% | 0.06% | +10.5% |
| Q2 2015 | $896,000 | 0.0% | 10,403 | 0.0% | 0.06% | -1.7% |
| Q1 2015 | $896,000 | +26.9% | 10,403 | +23.2% | 0.06% | +16.0% |
| Q4 2014 | $706,000 | -19.9% | 8,446 | -25.2% | 0.05% | -16.7% |
| Q3 2014 | $881,000 | -33.2% | 11,295 | -30.1% | 0.06% | -31.0% |
| Q2 2014 | $1,318,000 | +13.8% | 16,157 | +7.7% | 0.09% | +4.8% |
| Q1 2014 | $1,158,000 | +3.3% | 15,002 | +0.2% | 0.08% | -3.5% |
| Q4 2013 | $1,121,000 | +10.3% | 14,973 | +2.4% | 0.09% | -2.3% |
| Q3 2013 | $1,016,000 | -1.6% | 14,625 | -7.1% | 0.09% | -14.6% |
| Q2 2013 | $1,033,000 | +18.2% | 15,739 | +17.7% | 0.10% | +17.0% |
| Q1 2013 | $874,000 | – | 13,374 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,037,876 | $39,097,000 | 9.47% |
| Melone Private Wealth, LLC | 224,141 | $8,860,000 | 7.74% |
| IAG Wealth Partners, LLC | 434,847 | $16,381,000 | 5.44% |
| Linscomb & Williams, Inc. | 2,283,773 | $86,030,000 | 5.22% |
| Marion Wealth Management | 168,414 | $6,344,000 | 3.26% |
| Concord Wealth Partners | 234,313 | $8,827,000 | 2.80% |
| Private Wealth Strategies, L.L.C. | 241,476 | $9,103,000 | 2.66% |
| Apeiron RIA LLC | 147,714 | $5,745,000 | 2.64% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 118,937 | $4,480,000 | 2.55% |
| Bickling Financial Services, Inc. | 93,904 | $3,538,000 | 2.38% |