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 | $506,113 | +24.8% | 12,356 | +28.1% | 0.02% | +14.3% |
| Q2 2023 | $405,486 | -5.2% | 9,643 | -7.6% | 0.02% | -16.0% |
| Q1 2023 | $427,514 | -1.0% | 10,432 | -0.6% | 0.02% | -13.8% |
| Q4 2022 | $431,696 | +24.1% | 10,493 | +13.5% | 0.03% | +7.4% |
| Q3 2022 | $348,000 | -6.7% | 9,243 | -3.4% | 0.03% | -6.9% |
| Q2 2022 | $373,000 | -6.3% | 9,573 | +6.9% | 0.03% | +3.6% |
| Q1 2022 | $398,000 | -2.0% | 8,953 | -2.3% | 0.03% | -3.4% |
| Q4 2021 | $406,000 | -14.5% | 9,160 | -20.1% | 0.03% | -19.4% |
| Q3 2021 | $475,000 | -39.6% | 11,461 | -38.8% | 0.04% | -41.9% |
| Q2 2021 | $786,000 | -2.6% | 18,732 | -6.2% | 0.06% | -17.3% |
| Q1 2021 | $807,000 | -1.3% | 19,971 | -15.0% | 0.08% | -2.6% |
| Q4 2020 | $818,000 | +19.8% | 23,507 | -0.4% | 0.08% | -1.3% |
| Q3 2020 | $683,000 | -53.8% | 23,613 | -54.7% | 0.08% | -61.0% |
| Q2 2020 | $1,479,000 | +5.9% | 52,178 | -9.7% | 0.20% | -21.6% |
| Q1 2020 | $1,396,000 | -34.0% | 57,788 | +3.9% | 0.26% | -11.8% |
| Q4 2019 | $2,116,000 | +51.8% | 55,629 | +44.9% | 0.29% | +33.8% |
| Q3 2019 | $1,394,000 | +32.8% | 38,396 | +32.4% | 0.22% | +27.8% |
| Q2 2019 | $1,050,000 | +21.8% | 29,000 | +20.4% | 0.17% | +3.7% |
| Q1 2019 | $862,000 | +1.4% | 24,094 | -2.3% | 0.16% | -9.9% |
| Q4 2018 | $850,000 | -17.7% | 24,651 | -12.0% | 0.18% | -15.4% |
| Q3 2018 | $1,033,000 | +12.4% | 28,010 | +9.1% | 0.21% | +2.9% |
| Q2 2018 | $919,000 | +124.7% | 25,674 | +114.1% | 0.21% | +98.1% |
| Q1 2018 | $409,000 | +87.6% | 11,994 | +94.5% | 0.10% | +47.9% |
| Q4 2017 | $218,000 | – | 6,165 | – | 0.07% | – |
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 Wealth, 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% |