WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 309 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,132,168 | -5.6% | 100,883 | -3.1% | 0.81% | -3.9% |
| Q2 2023 | $4,376,900 | +2.3% | 104,088 | -0.3% | 0.84% | -2.2% |
| Q1 2023 | $4,278,640 | -1.0% | 104,408 | -0.6% | 0.86% | -6.3% |
| Q4 2022 | $4,323,197 | +7.1% | 105,085 | -1.9% | 0.92% | +0.7% |
| Q3 2022 | $4,037,000 | -4.0% | 107,160 | -0.7% | 0.91% | -1.4% |
| Q2 2022 | $4,207,000 | -12.5% | 107,939 | -0.2% | 0.92% | -6.2% |
| Q1 2022 | $4,806,000 | -5.0% | 108,184 | -5.1% | 0.98% | -7.7% |
| Q4 2021 | $5,057,000 | +13.8% | 113,996 | +6.4% | 1.07% | +4.3% |
| Q3 2021 | $4,443,000 | -5.2% | 107,189 | -4.0% | 1.02% | -11.5% |
| Q2 2021 | $4,685,000 | -0.4% | 111,675 | -4.1% | 1.16% | -7.4% |
| Q1 2021 | $4,706,000 | +8.7% | 116,421 | -6.4% | 1.25% | +2.3% |
| Q4 2020 | $4,330,000 | +9.7% | 124,404 | -8.8% | 1.22% | -10.1% |
| Q3 2020 | $3,946,000 | -78.5% | 136,440 | -78.9% | 1.36% | -81.2% |
| Q2 2020 | $18,366,000 | +16.2% | 648,063 | -0.9% | 7.21% | -7.5% |
| Q1 2020 | $15,799,000 | -32.2% | 653,931 | +6.8% | 7.80% | -0.9% |
| Q4 2019 | $23,302,000 | +5.2% | 612,570 | +0.4% | 7.87% | -19.0% |
| Q3 2019 | $22,160,000 | +1.2% | 610,291 | +0.9% | 9.71% | +2.7% |
| Q2 2019 | $21,888,000 | +3.5% | 604,652 | +2.3% | 9.45% | +0.9% |
| Q1 2019 | $21,154,000 | +18.7% | 591,061 | +4.9% | 9.37% | +5.3% |
| Q4 2018 | $17,817,000 | -13.7% | 563,297 | +0.6% | 8.90% | +1.6% |
| Q3 2018 | $20,656,000 | +6.7% | 560,077 | +3.5% | 8.76% | -4.0% |
| Q2 2018 | $19,365,000 | +7.7% | 540,909 | +2.7% | 9.12% | +3.8% |
| Q1 2018 | $17,979,000 | +132.6% | 526,941 | +140.5% | 8.79% | +134.1% |
| Q4 2017 | $7,731,000 | +6.2% | 219,147 | +201.0% | 3.75% | +1.7% |
| Q3 2017 | $7,277,000 | +2.2% | 72,807 | -0.1% | 3.69% | -4.6% |
| Q2 2017 | $7,122,000 | +1.0% | 72,857 | +0.7% | 3.87% | -3.1% |
| Q1 2017 | $7,054,000 | +2.6% | 72,330 | -0.7% | 3.99% | -8.5% |
| Q4 2016 | $6,875,000 | +18.7% | 72,848 | +14.3% | 4.36% | +16.1% |
| Q3 2016 | $5,793,000 | +3.7% | 63,745 | +2.1% | 3.76% | +2.9% |
| Q2 2016 | $5,588,000 | +8.8% | 62,439 | +4.7% | 3.65% | +1.5% |
| Q1 2016 | $5,135,000 | +10.6% | 59,628 | +3.4% | 3.60% | +5.6% |
| Q4 2015 | $4,644,000 | +5.5% | 57,681 | +1.8% | 3.41% | -2.0% |
| Q3 2015 | $4,401,000 | -5.5% | 56,669 | +0.6% | 3.48% | +0.9% |
| Q2 2015 | $4,657,000 | -4.8% | 56,351 | -0.9% | 3.44% | -12.5% |
| Q1 2015 | $4,893,000 | -2.3% | 56,844 | -5.0% | 3.94% | -15.2% |
| Q4 2014 | $5,010,000 | – | 59,830 | – | 4.64% | – |
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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% |