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 | $1,244,446 | -3.3% | 30,382 | -0.7% | 0.43% | -1.4% |
| Q2 2023 | $1,287,189 | +1.1% | 30,611 | -1.5% | 0.43% | -13.4% |
| Q1 2023 | $1,273,759 | -4.3% | 31,082 | -4.0% | 0.50% | -2.3% |
| Q4 2022 | $1,331,386 | +11.8% | 32,362 | +2.3% | 0.51% | -12.3% |
| Q3 2022 | $1,191,280 | -4.8% | 31,624 | -1.5% | 0.58% | +2.5% |
| Q2 2022 | $1,251,450 | -13.1% | 32,105 | -1.0% | 0.57% | -4.7% |
| Q1 2022 | $1,440,308 | -0.4% | 32,425 | -0.6% | 0.60% | +1.0% |
| Q4 2021 | $1,446,522 | +6.5% | 32,609 | -0.5% | 0.59% | -4.8% |
| Q3 2021 | $1,358,007 | -2.2% | 32,763 | -1.0% | 0.62% | -4.9% |
| Q2 2021 | $1,388,436 | -3.7% | 33,097 | -7.2% | 0.66% | -19.9% |
| Q1 2021 | $1,441,177 | +15.4% | 35,655 | -0.6% | 0.82% | -2.9% |
| Q4 2020 | $1,248,635 | – | 35,870 | – | 0.84% | – |
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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 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% |