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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $258,286 | +11.5% | 5,653 | 0.0% | 0.03% | 0.0% |
| Q3 2023 | $231,547 | -2.6% | 5,653 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $237,709 | -2.6% | 5,653 | -5.0% | 0.03% | -6.7% |
| Q1 2023 | $243,954 | -0.4% | 5,953 | 0.0% | 0.03% | -3.2% |
| Q4 2022 | $244,906 | +9.3% | 5,953 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $224,000 | -3.4% | 5,953 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $232,000 | -12.1% | 5,953 | 0.0% | 0.03% | +3.3% |
| Q1 2022 | $264,000 | -16.5% | 5,953 | -16.4% | 0.03% | -14.3% |
| Q4 2021 | $316,000 | – | 7,124 | 0.0% | 0.04% | – |
| Q2 2021 | $0 | -100.0% | 7,124 | 0.0% | 0.00% | -100.0% |
| Q1 2021 | $1,000,000 | 0.0% | 7,124 | -1.2% | 0.13% | -10.9% |
| Q4 2020 | $1,000,000 | +378.5% | 7,211 | 0.0% | 0.15% | +320.0% |
| Q3 2020 | $209,000 | -5.4% | 7,211 | -7.5% | 0.04% | -12.5% |
| Q2 2020 | $221,000 | -62.9% | 7,795 | -68.4% | 0.04% | -71.2% |
| Q1 2020 | $596,000 | -69.6% | 24,680 | -52.1% | 0.14% | -67.5% |
| Q4 2019 | $1,958,000 | +4.8% | 51,483 | 0.0% | 0.43% | -3.8% |
| Q3 2019 | $1,869,000 | – | 51,483 | – | 0.44% | – |
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 & Williams, 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% |