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 | $3,230,979 | -1.9% | 78,880 | +0.7% | 0.04% | +2.8% |
| Q2 2023 | $3,294,786 | -4.8% | 78,354 | -7.2% | 0.04% | -7.7% |
| Q1 2023 | $3,460,698 | -6.3% | 84,448 | -5.9% | 0.04% | -7.1% |
| Q4 2022 | $3,692,267 | +8.0% | 89,749 | -1.1% | 0.04% | 0.0% |
| Q3 2022 | $3,419,000 | -5.7% | 90,783 | -2.4% | 0.04% | -2.3% |
| Q2 2022 | $3,625,000 | -9.9% | 92,977 | +2.7% | 0.04% | 0.0% |
| Q1 2022 | $4,022,000 | -4.6% | 90,531 | -4.8% | 0.04% | +2.4% |
| Q4 2021 | $4,217,000 | +9.9% | 95,067 | +2.7% | 0.04% | +2.4% |
| Q3 2021 | $3,836,000 | -1.0% | 92,551 | +0.3% | 0.04% | +7.9% |
| Q2 2021 | $3,873,000 | +5.8% | 92,280 | +1.8% | 0.04% | -7.3% |
| Q1 2021 | $3,662,000 | +10.0% | 90,645 | -5.2% | 0.04% | +7.9% |
| Q4 2020 | $3,328,000 | +18.2% | 95,642 | -1.8% | 0.04% | 0.0% |
| Q3 2020 | $2,815,000 | 0.0% | 97,363 | -2.0% | 0.04% | -7.3% |
| Q2 2020 | $2,815,000 | -47.8% | 99,336 | -55.5% | 0.04% | -45.3% |
| Q1 2020 | $5,393,000 | +25.7% | 223,046 | +97.8% | 0.08% | +27.1% |
| Q4 2019 | $4,291,000 | +18.2% | 112,787 | +12.8% | 0.06% | +9.3% |
| Q3 2019 | $3,629,000 | +3.0% | 99,986 | +2.7% | 0.05% | +1.9% |
| Q2 2019 | $3,525,000 | +1.1% | 97,386 | -0.1% | 0.05% | -7.0% |
| Q1 2019 | $3,488,000 | +10.3% | 97,445 | -2.6% | 0.06% | 0.0% |
| Q4 2018 | $3,162,000 | -19.7% | 100,032 | -6.3% | 0.06% | -8.1% |
| Q3 2018 | $3,936,000 | -3.2% | 106,713 | -6.0% | 0.06% | -8.8% |
| Q2 2018 | $4,065,000 | +3.6% | 113,533 | -1.3% | 0.07% | +3.0% |
| Q1 2018 | $3,924,000 | -0.9% | 115,021 | +2.5% | 0.07% | -4.3% |
| Q4 2017 | $3,961,000 | +5.3% | 112,267 | +198.2% | 0.07% | -2.8% |
| Q3 2017 | $3,761,000 | -7.0% | 37,647 | -9.0% | 0.07% | -12.3% |
| Q2 2017 | $4,045,000 | +4.5% | 41,362 | +4.3% | 0.08% | 0.0% |
| Q1 2017 | $3,871,000 | +3.4% | 39,672 | -0.0% | 0.08% | -4.7% |
| Q4 2016 | $3,745,000 | -4.1% | 39,673 | -7.7% | 0.08% | -7.6% |
| Q3 2016 | $3,905,000 | -4.3% | 42,993 | -5.7% | 0.09% | -2.1% |
| Q2 2016 | $4,080,000 | +9.1% | 45,590 | +5.1% | 0.09% | +3.3% |
| Q1 2016 | $3,738,000 | +9.5% | 43,395 | +2.3% | 0.09% | +8.3% |
| Q4 2015 | $3,414,000 | -0.9% | 42,411 | -4.3% | 0.08% | -7.7% |
| Q3 2015 | $3,444,000 | -6.5% | 44,330 | -0.6% | 0.09% | -3.2% |
| Q2 2015 | $3,684,000 | +0.1% | 44,580 | +4.2% | 0.09% | -1.1% |
| Q1 2015 | $3,680,000 | +19.9% | 42,775 | +16.6% | 0.10% | +17.3% |
| Q4 2014 | $3,070,000 | +27.2% | 36,674 | +18.9% | 0.08% | +20.9% |
| Q3 2014 | $2,414,000 | +13.0% | 30,832 | +17.8% | 0.07% | +11.7% |
| Q2 2014 | $2,137,000 | +16.3% | 26,169 | +9.7% | 0.06% | +11.1% |
| Q1 2014 | $1,838,000 | -1.2% | 23,854 | -4.3% | 0.05% | 0.0% |
| Q4 2013 | $1,860,000 | +6.4% | 24,924 | -0.9% | 0.05% | -1.8% |
| Q3 2013 | $1,748,000 | +9.2% | 25,145 | +3.0% | 0.06% | +12.2% |
| Q2 2013 | $1,601,000 | – | 24,420 | – | 0.05% | – |
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% |