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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $5,658,000 | +8.0% | 127,538 | +0.9% | 1.73% | -3.9% |
| Q3 2021 | $5,238,000 | +1.9% | 126,368 | +2.1% | 1.80% | +3.7% |
| Q2 2021 | $5,141,000 | +2.4% | 123,732 | +2.0% | 1.74% | -5.0% |
| Q1 2021 | $5,021,000 | +24.9% | 121,341 | +5.1% | 1.83% | +13.0% |
| Q4 2020 | $4,019,000 | +14.3% | 115,454 | -1.2% | 1.62% | +3.0% |
| Q3 2020 | $3,517,000 | +4.9% | 116,859 | -1.2% | 1.57% | -6.0% |
| Q2 2020 | $3,354,000 | -5.0% | 118,334 | -18.9% | 1.68% | -17.5% |
| Q1 2020 | $3,529,000 | -97.6% | 145,948 | -97.4% | 2.03% | -70.5% |
| Q4 2019 | $145,046,000 | +2732.9% | 5,517,541 | +3814.4% | 6.89% | +158.5% |
| Q3 2019 | $5,120,000 | +3.5% | 140,956 | +3.1% | 2.66% | +1.2% |
| Q2 2019 | $4,945,000 | +3.6% | 136,697 | +2.6% | 2.63% | -1.7% |
| Q1 2019 | $4,771,000 | +20.5% | 133,258 | +6.6% | 2.68% | +0.4% |
| Q4 2018 | $3,959,000 | -9.4% | 124,953 | +5.4% | 2.67% | +5.5% |
| Q3 2018 | $4,368,000 | +6.4% | 118,553 | +3.4% | 2.53% | -2.9% |
| Q2 2018 | $4,104,000 | +8.7% | 114,635 | +3.5% | 2.60% | +4.0% |
| Q1 2018 | $3,775,000 | +1.5% | 110,771 | +5.2% | 2.50% | +1.7% |
| Q4 2017 | $3,718,000 | +13.7% | 105,276 | +220.7% | 2.46% | +2.9% |
| Q3 2017 | $3,271,000 | +23.8% | 32,828 | +22.1% | 2.39% | +11.2% |
| Q2 2017 | $2,642,000 | +4.3% | 26,897 | +4.2% | 2.15% | -3.6% |
| Q1 2017 | $2,534,000 | +89.2% | 25,812 | +74.9% | 2.23% | +54.9% |
| Q3 2016 | $1,339,000 | +546.9% | 14,755 | +541.5% | 1.44% | +490.2% |
| Q2 2016 | $207,000 | – | 2,300 | – | 0.24% | – |
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% |