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 | $24,138,161 | -17.5% | 589,249 | -15.2% | 0.04% | -32.1% |
| Q2 2023 | $29,264,953 | -5.4% | 694,795 | -8.4% | 0.05% | -8.6% |
| Q1 2023 | $30,935,828 | -3.2% | 758,728 | -2.3% | 0.06% | -10.8% |
| Q4 2022 | $31,947,132 | +12.5% | 776,456 | +3.0% | 0.06% | 0.0% |
| Q3 2022 | $28,407,000 | -5.4% | 753,999 | -1.3% | 0.06% | -1.5% |
| Q2 2022 | $30,017,000 | +107.7% | 763,818 | +0.3% | 0.07% | +135.7% |
| Q1 2022 | $14,454,000 | -58.2% | 761,672 | -2.0% | 0.03% | -56.9% |
| Q4 2021 | $34,563,000 | +2.5% | 777,496 | -3.6% | 0.06% | -7.1% |
| Q3 2021 | $33,707,000 | -15.2% | 806,437 | -14.6% | 0.07% | -18.6% |
| Q2 2021 | $39,761,000 | +5.4% | 943,988 | +1.8% | 0.09% | -5.5% |
| Q1 2021 | $37,732,000 | +40.1% | 927,660 | +19.9% | 0.09% | +26.4% |
| Q4 2020 | $26,928,000 | -9.2% | 773,477 | -25.4% | 0.07% | -19.1% |
| Q3 2020 | $29,669,000 | +2.0% | 1,037,273 | +1.1% | 0.09% | -9.2% |
| Q2 2020 | $29,080,000 | +21.4% | 1,026,026 | +0.3% | 0.10% | 0.0% |
| Q1 2020 | $23,945,000 | – | 1,022,450 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 930,278 | $38,560,000 | 10.49% |
| JD Financial Services Inc. | 163,620 | $6,782,000 | 6.19% |
| Financial Insights, Inc. | 139,106 | $5,766,000 | 5.30% |
| Linscomb Wealth, Inc. | 2,420,622 | $100,335,000 | 5.17% |
| IAG Wealth Partners, LLC | 342,375 | $14,192,000 | 5.05% |
| Ten Capital Wealth Advisors, LLC | 253,327 | $10,500,000 | 4.91% |
| Private Wealth Strategies, L.L.C. | 258,403 | $10,704,000 | 2.68% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 122,035 | $5,058,000 | 2.55% |
| Concord Wealth Partners | 142,573 | $5,910,000 | 2.42% |
| JNBA Financial Advisors | 391,308 | $16,220,000 | 2.18% |