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 | $9,754,064 | +0.5% | 238,136 | +3.2% | 3.44% | -0.4% |
| Q2 2023 | $9,707,332 | +6.6% | 230,852 | +3.9% | 3.45% | +1.5% |
| Q1 2023 | $9,106,513 | +8.5% | 222,218 | +8.9% | 3.40% | -4.0% |
| Q4 2022 | $8,396,767 | +32.4% | 204,102 | +21.2% | 3.54% | +8.7% |
| Q3 2022 | $6,344,000 | +4.7% | 168,414 | +8.4% | 3.26% | +2.6% |
| Q2 2022 | $6,059,000 | -3.5% | 155,434 | +10.0% | 3.17% | +3.6% |
| Q1 2022 | $6,278,000 | +0.2% | 141,333 | +0.1% | 3.06% | +3.3% |
| Q4 2021 | $6,264,000 | – | 141,209 | – | 2.97% | – |
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 Wealth, 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% |