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 | $12,801,564 | -18.8% | 312,538 | -16.6% | 1.60% | -15.4% |
Q2 2023 | $15,765,858 | +0.3% | 374,931 | -2.2% | 1.89% | -7.6% |
Q1 2023 | $15,714,900 | +0.3% | 383,477 | +0.7% | 2.04% | -6.1% |
Q4 2022 | $15,670,992 | +9.4% | 380,919 | +0.1% | 2.18% | -1.5% |
Q3 2022 | $14,329,000 | -2.4% | 380,390 | +1.0% | 2.21% | -0.7% |
Q2 2022 | $14,674,000 | -12.0% | 376,458 | +0.3% | 2.23% | +0.8% |
Q1 2022 | $16,668,000 | -10.3% | 375,227 | -10.4% | 2.21% | -2.7% |
Q4 2021 | $18,576,000 | +14.5% | 418,751 | +7.0% | 2.27% | +4.1% |
Q3 2021 | $16,220,000 | +9.8% | 391,308 | +11.1% | 2.18% | +8.9% |
Q2 2021 | $14,777,000 | +7.8% | 352,263 | +3.9% | 2.00% | +0.6% |
Q1 2021 | $13,707,000 | +22.5% | 339,114 | +5.5% | 1.99% | +8.2% |
Q4 2020 | $11,186,000 | +42.1% | 321,332 | +18.1% | 1.84% | +16.0% |
Q3 2020 | $7,870,000 | +9.7% | 272,135 | +7.5% | 1.59% | +3.1% |
Q2 2020 | $7,174,000 | +28.1% | 253,158 | +9.2% | 1.54% | +14.3% |
Q1 2020 | $5,602,000 | +7.7% | 231,861 | +69.5% | 1.35% | +35.7% |
Q4 2019 | $5,203,000 | +31.4% | 136,768 | +25.4% | 0.99% | +23.1% |
Q3 2019 | $3,961,000 | +38.5% | 109,081 | +38.1% | 0.81% | +38.3% |
Q2 2019 | $2,860,000 | +171.6% | 79,010 | +168.5% | 0.58% | +158.0% |
Q1 2019 | $1,053,000 | +10.0% | 29,429 | -2.8% | 0.23% | +4.1% |
Q4 2018 | $957,000 | +6.3% | 30,264 | +20.4% | 0.22% | +14.2% |
Q2 2018 | $900,000 | -1.9% | 25,146 | -6.5% | 0.19% | -3.1% |
Q1 2018 | $917,000 | -1.5% | 26,890 | +1.9% | 0.20% | 0.0% |
Q4 2017 | $931,000 | +51.4% | 26,394 | +329.1% | 0.20% | +43.1% |
Q3 2017 | $615,000 | +1.8% | 6,151 | -0.4% | 0.14% | 0.0% |
Q2 2017 | $604,000 | +4.7% | 6,177 | +4.4% | 0.14% | +0.7% |
Q1 2017 | $577,000 | +1.9% | 5,918 | -1.3% | 0.14% | -1.4% |
Q4 2016 | $566,000 | +1725.8% | 5,995 | +1637.7% | 0.14% | +2660.0% |
Q3 2016 | $31,000 | -88.8% | 345 | -88.8% | 0.01% | -93.5% |
Q2 2016 | $276,000 | +181.6% | 3,080 | +170.4% | 0.08% | +120.0% |
Q1 2016 | $98,000 | +104.2% | 1,139 | +89.8% | 0.04% | +94.4% |
Q4 2015 | $48,000 | – | 600 | – | 0.02% | – |
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% |