WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 309 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $598,999 | -2.6% | 14,624 | 0.0% | 0.06% | +3.6% |
| Q2 2023 | $614,939 | +1.7% | 14,624 | -0.8% | 0.06% | -1.8% |
| Q1 2023 | $604,414 | -7.3% | 14,749 | -6.9% | 0.06% | -6.7% |
| Q4 2022 | $652,028 | -20.6% | 15,849 | -27.3% | 0.06% | -26.8% |
| Q3 2022 | $821,000 | -3.6% | 21,796 | -0.2% | 0.08% | +2.5% |
| Q2 2022 | $852,000 | +13.9% | 21,846 | +29.7% | 0.08% | +35.6% |
| Q1 2022 | $748,000 | +4.3% | 16,846 | +4.2% | 0.06% | +5.4% |
| Q4 2021 | $717,000 | +4.4% | 16,171 | -2.5% | 0.06% | -3.4% |
| Q3 2021 | $687,000 | -1.3% | 16,581 | 0.0% | 0.06% | -3.3% |
| Q2 2021 | $696,000 | +3.9% | 16,581 | 0.0% | 0.06% | -4.8% |
| Q1 2021 | $670,000 | +13.4% | 16,581 | -2.4% | 0.06% | +8.6% |
| Q4 2020 | $591,000 | +15.2% | 16,981 | -4.3% | 0.06% | +7.4% |
| Q3 2020 | $513,000 | +2.0% | 17,746 | 0.0% | 0.05% | -12.9% |
| Q2 2020 | $503,000 | +17.2% | 17,746 | 0.0% | 0.06% | -3.1% |
| Q1 2020 | $429,000 | -36.4% | 17,746 | 0.0% | 0.06% | -17.9% |
| Q4 2019 | $675,000 | +4.8% | 17,746 | 0.0% | 0.08% | -3.7% |
| Q3 2019 | $644,000 | +0.3% | 17,746 | 0.0% | 0.08% | +9.5% |
| Q2 2019 | $642,000 | +1.1% | 17,746 | 0.0% | 0.07% | +13.8% |
| Q1 2019 | $635,000 | +13.2% | 17,746 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $561,000 | -14.2% | 17,746 | 0.0% | 0.06% | -3.0% |
| Q3 2018 | $654,000 | +3.0% | 17,746 | 0.0% | 0.07% | -5.6% |
| Q2 2018 | $635,000 | -0.5% | 17,746 | -5.0% | 0.07% | -2.7% |
| Q1 2018 | $638,000 | -11.4% | 18,686 | -8.4% | 0.07% | -6.4% |
| Q4 2017 | $720,000 | +4.8% | 20,400 | +196.7% | 0.08% | +1.3% |
| Q3 2017 | $687,000 | +3.3% | 6,876 | +1.1% | 0.08% | -10.5% |
| Q2 2017 | $665,000 | -1.2% | 6,800 | -1.5% | 0.09% | -2.3% |
| Q1 2017 | $673,000 | +1.1% | 6,902 | -2.2% | 0.09% | -8.3% |
| Q4 2016 | $666,000 | +3.9% | 7,054 | 0.0% | 0.10% | -2.0% |
| Q3 2016 | $641,000 | +1.6% | 7,054 | 0.0% | 0.10% | +3.2% |
| Q2 2016 | $631,000 | +4.0% | 7,054 | 0.0% | 0.10% | +1.1% |
| Q1 2016 | $607,000 | +6.9% | 7,054 | 0.0% | 0.09% | +5.6% |
| Q4 2015 | $568,000 | -7.0% | 7,054 | -10.4% | 0.09% | -4.3% |
| Q3 2015 | $611,000 | -6.0% | 7,869 | 0.0% | 0.09% | +3.3% |
| Q2 2015 | $650,000 | -11.1% | 7,869 | -7.3% | 0.09% | -13.5% |
| Q1 2015 | $731,000 | -1.2% | 8,490 | -4.0% | 0.10% | -10.3% |
| Q4 2014 | $740,000 | +8.8% | 8,842 | +1.7% | 0.12% | +11.5% |
| Q3 2014 | $680,000 | +8.8% | 8,690 | +13.5% | 0.10% | +1.0% |
| Q2 2014 | $625,000 | +5.9% | 7,655 | 0.0% | 0.10% | +8.4% |
| Q1 2014 | $590,000 | -1.3% | 7,655 | -4.4% | 0.10% | -4.0% |
| Q4 2013 | $598,000 | +7.7% | 8,009 | +0.4% | 0.10% | -3.9% |
| Q3 2013 | $555,000 | +10.3% | 7,979 | +3.9% | 0.10% | -3.7% |
| Q2 2013 | $503,000 | – | 7,679 | – | 0.11% | – |
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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% |