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 | $32,396 | +1.3% | 790,910 | +4.0% | 0.07% | +3.1% |
| Q2 2023 | $31,976 | +5.0% | 760,423 | +2.3% | 0.06% | +1.6% |
| Q1 2023 | $30,451 | +3.4% | 743,080 | +3.8% | 0.06% | -9.9% |
| Q4 2022 | $29,452 | -99.9% | 715,910 | +2.5% | 0.07% | +4.4% |
| Q3 2022 | $26,307,000 | +1.2% | 698,355 | +4.8% | 0.07% | 0.0% |
| Q2 2022 | $25,986,000 | -11.4% | 666,664 | +1.0% | 0.07% | +1.5% |
| Q1 2022 | $29,325,000 | +1.6% | 660,176 | +1.5% | 0.07% | +3.1% |
| Q4 2021 | $28,849,000 | +4.7% | 650,341 | -2.1% | 0.06% | -5.8% |
| Q3 2021 | $27,544,000 | +0.1% | 664,523 | +1.3% | 0.07% | -1.4% |
| Q2 2021 | $27,511,000 | +4.7% | 655,820 | +0.8% | 0.07% | -5.4% |
| Q1 2021 | $26,285,000 | +3.3% | 650,305 | -11.1% | 0.07% | -3.9% |
| Q4 2020 | $25,450,000 | +34.1% | 731,126 | +11.4% | 0.08% | +18.5% |
| Q3 2020 | $18,980,000 | -13.3% | 656,313 | -15.0% | 0.06% | -21.7% |
| Q2 2020 | $21,885,000 | -20.1% | 772,245 | -31.9% | 0.08% | -35.2% |
| Q1 2020 | $27,407,000 | -31.9% | 1,134,413 | +7.3% | 0.13% | -16.3% |
| Q4 2019 | $40,216,000 | +13.9% | 1,057,218 | +8.8% | 0.15% | +1.3% |
| Q3 2019 | $35,294,000 | -13.6% | 972,035 | -13.8% | 0.15% | -16.1% |
| Q2 2019 | $40,835,000 | +6.4% | 1,128,040 | +5.2% | 0.18% | +1.7% |
| Q1 2019 | $38,363,000 | +18.7% | 1,071,905 | +4.9% | 0.18% | +2.9% |
| Q4 2018 | $32,322,000 | -19.6% | 1,021,888 | -6.2% | 0.17% | -10.4% |
| Q3 2018 | $40,185,000 | +7.2% | 1,089,642 | +4.0% | 0.19% | -2.0% |
| Q2 2018 | $37,498,000 | +14.4% | 1,047,436 | +9.0% | 0.20% | +10.1% |
| Q1 2018 | $32,788,000 | -1.6% | 960,977 | +1.8% | 0.18% | -2.2% |
| Q4 2017 | $33,312,000 | – | 944,215 | – | 0.18% | – |
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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% |