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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $196,000 | -2.0% | 4,416 | -2.3% | 0.09% | -1.1% |
| Q4 2021 | $200,000 | +14.9% | 4,520 | +8.0% | 0.09% | +2.2% |
| Q3 2021 | $174,000 | +18.4% | 4,187 | +19.1% | 0.09% | +21.6% |
| Q2 2021 | $147,000 | +50.0% | 3,516 | +44.4% | 0.07% | +39.6% |
| Q1 2021 | $98,000 | +22.5% | 2,435 | +5.4% | 0.05% | +20.5% |
| Q4 2020 | $80,000 | +40.4% | 2,311 | +16.9% | 0.04% | +25.7% |
| Q3 2020 | $57,000 | -10.9% | 1,977 | -12.0% | 0.04% | -12.5% |
| Q2 2020 | $64,000 | +39.1% | 2,247 | +19.1% | 0.04% | +17.6% |
| Q1 2020 | $46,000 | -2.1% | 1,887 | +53.3% | 0.03% | -20.9% |
| Q4 2019 | $47,000 | – | 1,231 | – | 0.04% | – |
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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% |