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 | $552,672 | -2.6% | 13,493 | 0.0% | 0.09% | +3.6% |
| Q2 2023 | $567,383 | +2.1% | 13,493 | -0.5% | 0.08% | -4.6% |
| Q1 2023 | $555,815 | -21.4% | 13,563 | -21.1% | 0.09% | -24.3% |
| Q4 2022 | $707,527 | +9.4% | 17,198 | 0.0% | 0.12% | +1.8% |
| Q3 2022 | $647,000 | -6.5% | 17,198 | -3.1% | 0.11% | 0.0% |
| Q2 2022 | $692,000 | -12.3% | 17,755 | 0.0% | 0.11% | +0.9% |
| Q1 2022 | $789,000 | +0.1% | 17,755 | 0.0% | 0.11% | +10.9% |
| Q4 2021 | $788,000 | +7.1% | 17,755 | 0.0% | 0.10% | -2.9% |
| Q3 2021 | $736,000 | -1.2% | 17,755 | 0.0% | 0.10% | -1.9% |
| Q2 2021 | $745,000 | +3.5% | 17,755 | -0.4% | 0.11% | -3.6% |
| Q1 2021 | $720,000 | +9.1% | 17,821 | -6.1% | 0.11% | +2.8% |
| Q4 2020 | $660,000 | -1.5% | 18,984 | -17.9% | 0.11% | -14.4% |
| Q3 2020 | $670,000 | -28.0% | 23,135 | -29.5% | 0.12% | -31.3% |
| Q2 2020 | $930,000 | +14.1% | 32,811 | -2.7% | 0.18% | -10.3% |
| Q1 2020 | $815,000 | -41.5% | 33,714 | -7.9% | 0.20% | -27.0% |
| Q4 2019 | $1,392,000 | +4.2% | 36,599 | -0.5% | 0.28% | -3.8% |
| Q3 2019 | $1,336,000 | -1.0% | 36,796 | -1.3% | 0.29% | -3.7% |
| Q2 2019 | $1,350,000 | +13.8% | 37,285 | +12.5% | 0.30% | +9.5% |
| Q1 2019 | $1,186,000 | +113.3% | 33,140 | +88.6% | 0.27% | +19.7% |
| Q4 2018 | $556,000 | +65.5% | 17,569 | +93.1% | 0.23% | +89.3% |
| Q3 2018 | $336,000 | +35.5% | 9,100 | +31.1% | 0.12% | +30.1% |
| Q2 2018 | $248,000 | +6100.0% | 6,941 | +5988.6% | 0.09% | +9200.0% |
| Q1 2018 | $4,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $4,000 | -33.3% | 114 | +100.0% | 0.00% | -50.0% |
| Q3 2017 | $6,000 | – | 57 | – | 0.00% | – |
Download | ||||||
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% |