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 | $232,489 | -2.6% | 5,676 | 0.0% | 0.02% | -4.5% |
| Q2 2023 | $238,676 | +2.6% | 5,676 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $232,603 | -0.4% | 5,676 | 0.0% | 0.02% | -8.3% |
| Q4 2022 | $233,511 | +9.1% | 5,676 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $214,000 | -3.2% | 5,676 | 0.0% | 0.02% | +4.3% |
| Q2 2022 | $221,000 | -12.3% | 5,676 | 0.0% | 0.02% | -4.2% |
| Q1 2022 | $252,000 | +7.2% | 5,676 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $235,000 | -1.3% | 5,676 | 0.0% | 0.02% | -4.0% |
| Q2 2021 | $238,000 | +3.9% | 5,676 | 0.0% | 0.02% | -3.8% |
| Q1 2021 | $229,000 | +15.7% | 5,676 | 0.0% | 0.03% | +8.3% |
| Q4 2020 | $198,000 | +20.7% | 5,676 | 0.0% | 0.02% | +9.1% |
| Q3 2020 | $164,000 | +21.5% | 5,676 | +19.5% | 0.02% | +15.8% |
| Q2 2020 | $135,000 | +17.4% | 4,749 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $115,000 | -36.5% | 4,749 | 0.0% | 0.02% | -32.1% |
| Q4 2019 | $181,000 | +5.2% | 4,749 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $172,000 | 0.0% | 4,749 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $172,000 | +1.2% | 4,749 | 0.0% | 0.03% | -3.4% |
| Q1 2019 | $170,000 | +13.3% | 4,749 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $150,000 | -41.9% | 4,749 | -32.0% | 0.03% | -35.6% |
| Q3 2018 | $258,000 | +3.2% | 6,983 | 0.0% | 0.04% | -6.2% |
| Q2 2018 | $250,000 | +54.3% | 6,983 | +47.0% | 0.05% | +50.0% |
| Q1 2018 | $162,000 | -3.6% | 4,749 | 0.0% | 0.03% | +3.2% |
| Q4 2017 | $168,000 | +6.3% | 4,749 | +200.0% | 0.03% | 0.0% |
| Q3 2017 | $158,000 | +1.9% | 1,583 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $155,000 | +0.6% | 1,583 | 0.0% | 0.03% | -3.1% |
| Q1 2017 | $154,000 | +3.4% | 1,583 | 0.0% | 0.03% | -3.0% |
| Q4 2016 | $149,000 | +3.5% | 1,583 | 0.0% | 0.03% | -2.9% |
| Q3 2016 | $144,000 | +1.4% | 1,583 | 0.0% | 0.03% | -2.9% |
| Q2 2016 | $142,000 | +4.4% | 1,583 | 0.0% | 0.04% | -2.8% |
| Q1 2016 | $136,000 | +7.1% | 1,583 | 0.0% | 0.04% | +5.9% |
| Q4 2015 | $127,000 | +3.3% | 1,583 | 0.0% | 0.03% | +6.2% |
| Q3 2015 | $123,000 | -6.1% | 1,583 | 0.0% | 0.03% | -3.0% |
| Q2 2015 | $131,000 | -3.7% | 1,583 | 0.0% | 0.03% | -2.9% |
| Q1 2015 | $136,000 | +2.3% | 1,583 | 0.0% | 0.03% | -8.1% |
| Q4 2014 | $133,000 | +9.0% | 1,583 | 0.0% | 0.04% | +2.8% |
| Q3 2014 | $122,000 | 0.0% | 1,583 | 0.0% | 0.04% | -5.3% |
| Q2 2014 | $122,000 | 0.0% | 1,583 | 0.0% | 0.04% | -7.3% |
| Q1 2014 | $122,000 | 0.0% | 1,583 | 0.0% | 0.04% | -4.7% |
| Q4 2013 | $122,000 | +1255.6% | 1,583 | +1276.5% | 0.04% | +760.0% |
| Q3 2013 | $9,000 | – | 115 | – | 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% |