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 | $53,248 | -2.6% | 1,300 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $54,665 | +2.6% | 1,300 | 0.0% | 0.02% | -4.3% |
| Q1 2023 | $53,274 | +100417.0% | 1,300 | 0.0% | 0.02% | -4.2% |
| Q4 2022 | $53 | -99.9% | 1,300 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $49,000 | -3.9% | 1,300 | 0.0% | 0.02% | +4.3% |
| Q2 2022 | $51,000 | -12.1% | 1,300 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $58,000 | 0.0% | 1,300 | 0.0% | 0.02% | -4.2% |
| Q4 2021 | $58,000 | +7.4% | 1,300 | 0.0% | 0.02% | +4.3% |
| Q3 2021 | $54,000 | -1.8% | 1,300 | 0.0% | 0.02% | -4.2% |
| Q2 2021 | $55,000 | +3.8% | 1,300 | 0.0% | 0.02% | -7.7% |
| Q1 2021 | $53,000 | +17.8% | 1,300 | 0.0% | 0.03% | +13.0% |
| Q4 2020 | $45,000 | +18.4% | 1,300 | 0.0% | 0.02% | +4.5% |
| Q3 2020 | $38,000 | +2.7% | 1,300 | 0.0% | 0.02% | -8.3% |
| Q2 2020 | $37,000 | -17.8% | 1,300 | -30.5% | 0.02% | -31.4% |
| Q1 2020 | $45,000 | -36.6% | 1,870 | 0.0% | 0.04% | -23.9% |
| Q4 2019 | $71,000 | +4.4% | 1,870 | 0.0% | 0.05% | -4.2% |
| Q3 2019 | $68,000 | – | 1,870 | – | 0.05% | – |
Download | ||||||
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% |