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 | $67,215 | -2.6% | 1,641 | 0.0% | 0.00% | – |
| Q2 2023 | $69,004 | -54.4% | 1,641 | -55.5% | 0.00% | -100.0% |
| Q1 2023 | $151,257 | -49.4% | 3,691 | -49.3% | 0.00% | 0.0% |
| Q4 2022 | $299,211 | +211.7% | 7,273 | +185.1% | 0.00% | 0.0% |
| Q3 2022 | $96,000 | +123.3% | 2,551 | +133.8% | 0.00% | – |
| Q2 2022 | $43,000 | -34.8% | 1,091 | -26.7% | 0.00% | – |
| Q1 2022 | $66,000 | 0.0% | 1,488 | 0.0% | 0.00% | – |
| Q4 2021 | $66,000 | +6.5% | 1,488 | 0.0% | 0.00% | – |
| Q3 2021 | $62,000 | +264.7% | 1,488 | +274.8% | 0.00% | – |
| Q2 2021 | $17,000 | +112.5% | 397 | +98.5% | 0.00% | – |
| Q1 2021 | $8,000 | +14.3% | 200 | 0.0% | 0.00% | – |
| Q4 2020 | $7,000 | +16.7% | 200 | 0.0% | 0.00% | – |
| Q3 2020 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2020 | $6,000 | -64.7% | 200 | -71.0% | 0.00% | – |
| Q1 2020 | $17,000 | -34.6% | 689 | 0.0% | 0.00% | – |
| Q4 2019 | $26,000 | +4.0% | 689 | 0.0% | 0.00% | – |
| Q3 2019 | $25,000 | 0.0% | 689 | 0.0% | 0.00% | – |
| Q2 2019 | $25,000 | -7.4% | 689 | -9.8% | 0.00% | – |
| Q1 2019 | $27,000 | -94.8% | 764 | -95.4% | 0.00% | -100.0% |
| Q4 2018 | $521,000 | -17.6% | 16,469 | -3.9% | 0.00% | 0.0% |
| Q3 2018 | $632,000 | +1.9% | 17,140 | -1.1% | 0.00% | 0.0% |
| Q2 2018 | $620,000 | -1.3% | 17,323 | -5.9% | 0.00% | 0.0% |
| Q1 2018 | $628,000 | +797.1% | 18,414 | +821.6% | 0.00% | – |
| Q4 2017 | $70,000 | -68.0% | 1,998 | -13.9% | 0.00% | -100.0% |
| Q4 2016 | $219,000 | +87.2% | 2,321 | +80.5% | 0.00% | +100.0% |
| Q3 2016 | $117,000 | +1362.5% | 1,286 | +1395.3% | 0.00% | – |
| Q2 2016 | $8,000 | +14.3% | 86 | 0.0% | 0.00% | – |
| Q1 2016 | $7,000 | 0.0% | 86 | 0.0% | 0.00% | – |
| Q4 2015 | $7,000 | -68.2% | 86 | -69.7% | 0.00% | – |
| Q3 2015 | $22,000 | +214.3% | 284 | +230.2% | 0.00% | – |
| Q2 2015 | $7,000 | -83.3% | 86 | -82.3% | 0.00% | – |
| Q1 2015 | $42,000 | +500.0% | 486 | +465.1% | 0.00% | – |
| Q4 2014 | $7,000 | -41.7% | 86 | -42.7% | 0.00% | – |
| Q3 2014 | $12,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q2 2014 | $12,000 | – | 150 | – | 0.00% | – |
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% |