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 | $317,628 | -2.5% | 7,755 | +0.1% | 0.01% | 0.0% |
| Q2 2023 | $325,910 | -0.1% | 7,751 | -2.6% | 0.01% | -12.5% |
| Q1 2023 | $326,108 | -2.4% | 7,958 | -2.0% | 0.01% | -20.0% |
| Q4 2022 | $334,220 | -47.5% | 8,124 | -52.0% | 0.01% | -58.3% |
| Q3 2022 | $637,000 | -19.0% | 16,920 | -16.1% | 0.02% | -29.4% |
| Q2 2022 | $786,000 | +15.8% | 20,172 | +32.0% | 0.03% | +30.8% |
| Q1 2022 | $679,000 | +32.6% | 15,281 | +32.5% | 0.03% | +44.4% |
| Q4 2021 | $512,000 | +7.6% | 11,534 | +0.5% | 0.02% | -5.3% |
| Q3 2021 | $476,000 | +14.1% | 11,473 | +15.5% | 0.02% | +11.8% |
| Q2 2021 | $417,000 | +8.9% | 9,933 | +4.7% | 0.02% | -5.6% |
| Q1 2021 | $383,000 | +7.6% | 9,487 | -7.4% | 0.02% | -5.3% |
| Q4 2020 | $356,000 | +7.2% | 10,240 | -10.9% | 0.02% | -17.4% |
| Q3 2020 | $332,000 | -6.7% | 11,497 | -8.5% | 0.02% | -11.5% |
| Q2 2020 | $356,000 | – | 12,564 | – | 0.03% | – |
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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 Wealth, 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% |