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 | $213,382 | -2.2% | 5,210 | +0.4% | 0.06% | 0.0% |
| Q2 2023 | $218,109 | +1.1% | 5,187 | -1.4% | 0.06% | -6.7% |
| Q1 2023 | $215,673 | -0.0% | 5,263 | +0.4% | 0.06% | -7.7% |
| Q4 2022 | $215,758 | +7.9% | 5,244 | -1.3% | 0.06% | -1.5% |
| Q3 2022 | $200,000 | -3.8% | 5,312 | -0.4% | 0.07% | -2.9% |
| Q2 2022 | $208,000 | -15.1% | 5,336 | -3.2% | 0.07% | -9.3% |
| Q1 2022 | $245,000 | -7.9% | 5,511 | -8.2% | 0.08% | -7.4% |
| Q4 2021 | $266,000 | +7.3% | 6,002 | +0.5% | 0.08% | -8.0% |
| Q3 2021 | $248,000 | -2.4% | 5,972 | -1.3% | 0.09% | -6.4% |
| Q2 2021 | $254,000 | -7.3% | 6,048 | -10.7% | 0.09% | -20.3% |
| Q1 2021 | $274,000 | – | 6,775 | – | 0.12% | – |
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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% |