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 | $23,312 | -35.6% | 569 | -33.9% | 0.00% | -50.0% |
| Q2 2023 | $36,185 | +3.3% | 861 | +0.7% | 0.00% | 0.0% |
| Q1 2023 | $35,026 | +0.1% | 855 | +0.6% | 0.00% | 0.0% |
| Q4 2022 | $34,981 | – | 850 | +6983.3% | 0.00% | – |
| Q3 2021 | $0 | -100.0% | 12 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | – | 12 | 0.0% | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 12 | -53.8% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | -50.0% | 26 | -49.0% | 0.00% | -100.0% |
| Q2 2019 | $2,000 | +100.0% | 51 | +70.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 30 | +15.4% | 0.00% | – |
| Q4 2018 | $1,000 | – | 26 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,037,876 | $39,097,000 | 9.47% |
| Melone Private Wealth, LLC | 224,141 | $8,860,000 | 7.74% |
| IAG Wealth Partners, LLC | 434,847 | $16,381,000 | 5.44% |
| Linscomb & Williams, Inc. | 2,283,773 | $86,030,000 | 5.22% |
| Marion Wealth Management | 168,414 | $6,344,000 | 3.26% |
| Concord Wealth Partners | 234,313 | $8,827,000 | 2.80% |
| Private Wealth Strategies, L.L.C. | 241,476 | $9,103,000 | 2.66% |
| Apeiron RIA LLC | 147,714 | $5,745,000 | 2.64% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 118,937 | $4,480,000 | 2.55% |
| Bickling Financial Services, Inc. | 93,904 | $3,538,000 | 2.38% |