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 | $554,912 | -34.3% | 13,548 | -32.5% | 0.01% | -28.6% |
| Q2 2023 | $844,171 | -74.5% | 20,075 | -75.1% | 0.01% | -78.8% |
| Q1 2023 | $3,305,259 | -29.8% | 80,655 | -29.5% | 0.03% | -36.5% |
| Q4 2022 | $4,707,852 | +14.9% | 114,435 | +5.2% | 0.05% | 0.0% |
| Q3 2022 | $4,096,000 | -9.0% | 108,745 | -5.8% | 0.05% | -16.1% |
| Q2 2022 | $4,502,000 | -20.0% | 115,494 | -8.8% | 0.06% | -13.9% |
| Q1 2022 | $5,627,000 | +13297.6% | 126,658 | +13176.5% | 0.07% | +7100.0% |
| Q4 2021 | $42,000 | +5.0% | 954 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $40,000 | 0.0% | 954 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $40,000 | +5.3% | 954 | +1.9% | 0.00% | 0.0% |
| Q1 2021 | $38,000 | -83.2% | 936 | -90.0% | 0.00% | -87.5% |
| Q1 2020 | $226,000 | – | 9,345 | – | 0.01% | – |
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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% |