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 | $31,760,735 | +2.6% | 775,409 | +5.3% | 0.19% | +2.2% |
| Q2 2023 | $30,962,112 | +11.7% | 736,317 | +8.9% | 0.19% | +4.5% |
| Q1 2023 | $27,709,273 | +5.3% | 676,166 | +5.7% | 0.18% | -6.3% |
| Q4 2022 | $26,316,179 | +8.3% | 639,674 | -0.8% | 0.19% | -1.6% |
| Q3 2022 | $24,289,000 | -40.0% | 644,790 | -37.9% | 0.19% | -40.4% |
| Q2 2022 | $40,456,000 | +39.4% | 1,037,868 | +58.9% | 0.32% | +62.8% |
| Q1 2022 | $29,016,000 | +4.3% | 653,219 | +4.1% | 0.20% | +2.6% |
| Q4 2021 | $27,828,000 | +19.8% | 627,330 | +12.0% | 0.19% | +1.6% |
| Q3 2021 | $23,227,000 | +15.3% | 560,351 | +16.7% | 0.19% | +8.5% |
| Q2 2021 | $20,139,000 | +18.6% | 480,063 | +14.3% | 0.18% | +2.9% |
| Q1 2021 | $16,976,000 | +30.9% | 419,983 | +12.7% | 0.17% | +16.3% |
| Q4 2020 | $12,970,000 | +37.1% | 372,603 | +13.9% | 0.15% | +8.9% |
| Q3 2020 | $9,460,000 | -20.3% | 327,119 | -21.9% | 0.14% | -26.6% |
| Q2 2020 | $11,873,000 | +141.2% | 418,962 | +105.6% | 0.18% | +62.8% |
| Q1 2020 | $4,923,000 | -63.3% | 203,774 | -42.1% | 0.11% | -61.2% |
| Q4 2019 | $13,398,000 | +153.9% | 352,199 | +142.4% | 0.29% | +91.4% |
| Q3 2019 | $5,277,000 | +138.0% | 145,325 | +137.3% | 0.15% | +126.9% |
| Q2 2019 | $2,217,000 | +105.8% | 61,235 | +103.5% | 0.07% | -10.7% |
| Q1 2019 | $1,077,000 | +325.7% | 30,090 | +338.5% | 0.08% | +435.7% |
| Q3 2018 | $253,000 | -4.9% | 6,862 | -8.9% | 0.01% | -39.1% |
| Q4 2017 | $266,000 | – | 7,534 | – | 0.02% | – |
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% |