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 | $277,522 | -12.9% | 6,775 | -10.6% | 0.09% | -11.3% |
| Q2 2023 | $318,590 | -11.7% | 7,576 | -13.9% | 0.11% | -19.1% |
| Q1 2023 | $360,643 | -24.9% | 8,800 | -30.9% | 0.13% | -42.3% |
| Q4 2022 | $479,933 | -0.0% | 12,740 | 0.0% | 0.23% | +0.4% |
| Q3 2022 | $480,000 | -11.9% | 12,740 | -7.7% | 0.23% | -23.4% |
| Q2 2022 | $545,000 | -11.1% | 13,799 | 0.0% | 0.30% | -3.3% |
| Q1 2022 | $613,000 | +0.2% | 13,799 | 0.0% | 0.30% | -0.7% |
| Q4 2021 | $612,000 | +7.0% | 13,799 | 0.0% | 0.31% | -5.2% |
| Q3 2021 | $572,000 | -1.0% | 13,799 | 0.0% | 0.32% | +0.3% |
| Q2 2021 | $578,000 | +3.6% | 13,799 | 0.0% | 0.32% | -12.2% |
| Q1 2021 | $558,000 | +16.2% | 13,799 | 0.0% | 0.37% | +3.1% |
| Q4 2020 | $480,000 | +20.3% | 13,799 | 0.0% | 0.36% | -12.7% |
| Q3 2020 | $399,000 | -3.4% | 13,799 | -6.4% | 0.41% | -13.7% |
| Q2 2020 | $413,000 | +13.5% | 14,748 | 0.0% | 0.47% | +27.1% |
| Q1 2020 | $364,000 | -35.1% | 14,748 | 0.0% | 0.37% | -29.1% |
| Q4 2019 | $561,000 | – | 14,748 | – | 0.53% | – |
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% |