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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $293,000 | -16.0% | 7,511 | -4.3% | 0.15% | -6.4% |
| Q1 2022 | $349,000 | -7.2% | 7,850 | -7.3% | 0.16% | -7.1% |
| Q4 2021 | $376,000 | +29.7% | 8,468 | +19.5% | 0.17% | +11.2% |
| Q3 2021 | $290,000 | -18.3% | 7,084 | -24.0% | 0.15% | -57.3% |
| Q4 2019 | $355,000 | -3.3% | 9,324 | -7.7% | 0.36% | +6.0% |
| Q3 2019 | $367,000 | -9.8% | 10,107 | -10.1% | 0.34% | -16.2% |
| Q2 2019 | $407,000 | -23.9% | 11,238 | -24.9% | 0.40% | -15.0% |
| Q1 2019 | $535,000 | +48.6% | 14,961 | +31.3% | 0.47% | +53.7% |
| Q4 2018 | $360,000 | +27.2% | 11,395 | +48.8% | 0.31% | +25.8% |
| Q3 2018 | $283,000 | -2.4% | 7,660 | -5.5% | 0.24% | -21.3% |
| Q2 2018 | $290,000 | -99.9% | 8,102 | +25.3% | 0.31% | +32.5% |
| Q1 2018 | $243,000,000 | – | 6,467 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 909,035 | $25,762,000 | 10.81% |
| INSPIRION WEALTH ADVISORS, LLC | 648,063 | $18,366,000 | 7.21% |
| SVA Wealth Management, LLC | 2,062,295 | $58,445,000 | 6.24% |
| Linscomb Wealth, Inc. | 2,377,334 | $67,374,000 | 4.93% |
| Private Wealth Strategies, L.L.C. | 360,619 | $10,220,000 | 4.53% |
| IAG Wealth Partners, LLC | 303,526 | $8,602,000 | 4.17% |
| Financial Insights, Inc. | 109,536 | $4,325,000 | 3.84% |
| Paracle Advisors, LLC | 518,773 | $14,702,000 | 3.43% |
| CAPITAL WEALTH MANAGEMENT, LLC | 79,809 | $2,262,000 | 2.41% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 115,732 | $3,280,000 | 2.24% |