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 2022 | $264,000 | -3.3% | 7,015 | 0.0% | 0.01% | +8.3% |
| Q2 2022 | $273,000 | -12.5% | 7,015 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $312,000 | +0.3% | 7,015 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $311,000 | -11.9% | 7,015 | -17.7% | 0.01% | -20.0% |
| Q3 2021 | $353,000 | -33.8% | 8,525 | -32.8% | 0.02% | -31.8% |
| Q2 2021 | $533,000 | +3.9% | 12,695 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $513,000 | +16.1% | 12,695 | 0.0% | 0.02% | +10.0% |
| Q4 2020 | $442,000 | -38.4% | 12,695 | -36.7% | 0.02% | -54.5% |
| Q2 2018 | $718,000 | +5.0% | 20,046 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $684,000 | -3.3% | 20,046 | 0.0% | 0.04% | -2.2% |
| Q4 2017 | $707,000 | +5.8% | 20,046 | +200.0% | 0.04% | 0.0% |
| Q3 2017 | $668,000 | +2.3% | 6,682 | 0.0% | 0.04% | -4.3% |
| Q2 2017 | $653,000 | +0.2% | 6,682 | 0.0% | 0.05% | -2.1% |
| Q1 2017 | $652,000 | +3.3% | 6,682 | 0.0% | 0.05% | -5.9% |
| Q4 2016 | $631,000 | +4.0% | 6,682 | 0.0% | 0.05% | -21.5% |
| Q3 2016 | $607,000 | +17.4% | 6,682 | +15.7% | 0.06% | +12.1% |
| Q2 2016 | $517,000 | -15.9% | 5,774 | -19.1% | 0.06% | -19.4% |
| Q1 2016 | $615,000 | +7.0% | 7,140 | 0.0% | 0.07% | +4.3% |
| Q4 2015 | $575,000 | +3.8% | 7,140 | 0.0% | 0.07% | -8.0% |
| Q3 2015 | $554,000 | +52.2% | 7,140 | +61.9% | 0.08% | +56.2% |
| Q2 2015 | $364,000 | +63.2% | 4,410 | +70.6% | 0.05% | +60.0% |
| Q1 2015 | $223,000 | -51.9% | 2,585 | -53.4% | 0.03% | -55.9% |
| Q4 2014 | $464,000 | +6.9% | 5,550 | 0.0% | 0.07% | -1.4% |
| Q3 2014 | $434,000 | -4.2% | 5,550 | 0.0% | 0.07% | -9.2% |
| Q2 2014 | $453,000 | +5.8% | 5,550 | 0.0% | 0.08% | -5.0% |
| Q1 2014 | $428,000 | +3.4% | 5,550 | 0.0% | 0.08% | -7.0% |
| Q4 2013 | $414,000 | +7.3% | 5,550 | 0.0% | 0.09% | -10.4% |
| Q3 2013 | $386,000 | +6.0% | 5,550 | 0.0% | 0.10% | -12.7% |
| Q2 2013 | $364,000 | – | 5,550 | – | 0.11% | – |
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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% |