WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 305 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $351,970 | -2.6% | 8,593 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $361,336 | -47.8% | 8,593 | -49.1% | 0.04% | -49.4% |
| Q1 2023 | $692,440 | -3.4% | 16,897 | -3.0% | 0.08% | -8.6% |
| Q4 2022 | $716,453 | +9.2% | 17,415 | 0.0% | 0.09% | +2.2% |
| Q3 2022 | $656,000 | -5.3% | 17,415 | -2.1% | 0.09% | -4.2% |
| Q2 2022 | $693,000 | -12.7% | 17,785 | -0.5% | 0.10% | +4.4% |
| Q1 2022 | $794,000 | -7.2% | 17,869 | -7.4% | 0.09% | -3.2% |
| Q4 2021 | $856,000 | +2.3% | 19,298 | -4.4% | 0.09% | -3.1% |
| Q3 2021 | $837,000 | -3.6% | 20,195 | -2.4% | 0.10% | -4.0% |
| Q2 2021 | $868,000 | +2.7% | 20,689 | -1.0% | 0.10% | -4.7% |
| Q1 2021 | $845,000 | +8.9% | 20,896 | -6.3% | 0.11% | +2.9% |
| Q4 2020 | $776,000 | -8.3% | 22,300 | -23.8% | 0.10% | -22.6% |
| Q3 2020 | $846,000 | -1.1% | 29,246 | -3.1% | 0.13% | -7.0% |
| Q2 2020 | $855,000 | -8.8% | 30,186 | -22.2% | 0.14% | -29.2% |
| Q1 2020 | $938,000 | -49.8% | 38,810 | -21.0% | 0.20% | -35.3% |
| Q4 2019 | $1,869,000 | -10.5% | 49,120 | -14.6% | 0.31% | -15.4% |
| Q3 2019 | $2,088,000 | -15.2% | 57,517 | -15.5% | 0.37% | -17.4% |
| Q2 2019 | $2,463,000 | -20.0% | 68,048 | -20.9% | 0.45% | -22.5% |
| Q1 2019 | $3,080,000 | -16.3% | 86,050 | -26.0% | 0.58% | -28.5% |
| Q4 2018 | $3,679,000 | -21.2% | 116,311 | -8.1% | 0.81% | -11.4% |
| Q3 2018 | $4,667,000 | +2.3% | 126,554 | -0.7% | 0.91% | -2.6% |
| Q2 2018 | $4,562,000 | +8.4% | 127,428 | +3.3% | 0.94% | +7.6% |
| Q1 2018 | $4,208,000 | +9.4% | 123,319 | +13.1% | 0.87% | +3.0% |
| Q4 2017 | $3,847,000 | +7.8% | 109,039 | +206.6% | 0.84% | +1.6% |
| Q3 2017 | $3,569,000 | +9.4% | 35,561 | +5.9% | 0.83% | -0.1% |
| Q2 2017 | $3,261,000 | +4.8% | 33,571 | +4.1% | 0.83% | -2.5% |
| Q1 2017 | $3,113,000 | +6.5% | 32,256 | +4.9% | 0.85% | -15.9% |
| Q4 2016 | $2,924,000 | +5.4% | 30,751 | -1.0% | 1.01% | +4.5% |
| Q3 2016 | $2,774,000 | -1.5% | 31,051 | -1.5% | 0.97% | -6.6% |
| Q2 2016 | $2,816,000 | – | 31,520 | – | 1.04% | – |
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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% |