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 | $281,211 | -3.3% | 6,865 | -0.8% | 0.00% | 0.0% |
| Q2 2023 | $290,925 | -6.2% | 6,919 | -8.6% | 0.00% | 0.0% |
| Q1 2023 | $310,234 | +9.2% | 7,570 | +9.6% | 0.00% | 0.0% |
| Q4 2022 | $284,112 | +9.3% | 6,906 | +0.1% | 0.00% | 0.0% |
| Q3 2022 | $260,000 | -3.3% | 6,896 | +0.1% | 0.00% | 0.0% |
| Q2 2022 | $269,000 | -12.1% | 6,889 | +0.1% | 0.00% | 0.0% |
| Q1 2022 | $306,000 | +0.3% | 6,881 | +0.0% | 0.00% | 0.0% |
| Q4 2021 | $305,000 | -8.4% | 6,879 | -25.4% | 0.00% | -42.9% |
| Q2 2019 | $333,000 | +3.1% | 9,220 | +2.1% | 0.01% | 0.0% |
| Q1 2019 | $323,000 | +13.3% | 9,033 | +0.0% | 0.01% | 0.0% |
| Q4 2018 | $285,000 | -14.2% | 9,030 | +0.1% | 0.01% | 0.0% |
| Q3 2018 | $332,000 | +3.1% | 9,023 | +0.1% | 0.01% | -12.5% |
| Q2 2018 | $322,000 | +5.2% | 9,017 | +0.5% | 0.01% | 0.0% |
| Q1 2018 | $306,000 | -34.6% | 8,975 | -32.4% | 0.01% | -33.3% |
| Q4 2017 | $468,000 | – | 13,277 | – | 0.01% | – |
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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% |