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 | $568,802 | +5.2% | 13,887 | +8.0% | 0.82% | +65.9% |
| Q2 2023 | $540,468 | +4.6% | 12,853 | +2.0% | 0.50% | -12.5% |
| Q1 2023 | $516,473 | +11.0% | 12,603 | +11.5% | 0.57% | -14.2% |
| Q4 2022 | $465,136 | +21.1% | 11,306 | +10.8% | 0.66% | +11.5% |
| Q3 2022 | $384,000 | -3.5% | 10,204 | +0.0% | 0.59% | +39.2% |
| Q2 2022 | $398,000 | -12.1% | 10,202 | +0.0% | 0.43% | +6.0% |
| Q1 2022 | $453,000 | +2.0% | 10,201 | +2.0% | 0.40% | +7.5% |
| Q4 2021 | $444,000 | +7.0% | 10,000 | 0.0% | 0.37% | +29.0% |
| Q3 2021 | $415,000 | -1.2% | 10,000 | 0.0% | 0.29% | -17.8% |
| Q2 2021 | $420,000 | +4.0% | 10,000 | 0.0% | 0.35% | +12.8% |
| Q1 2021 | $404,000 | +16.1% | 10,000 | 0.0% | 0.31% | -0.3% |
| Q4 2020 | $348,000 | – | 10,000 | – | 0.31% | – |
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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% |