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 | $2,386,494 | -2.5% | 58,264 | +0.1% | 0.07% | -2.9% |
| Q2 2023 | $2,446,890 | +2.6% | 58,190 | 0.0% | 0.07% | -1.4% |
| Q1 2023 | $2,384,627 | -0.4% | 58,190 | 0.0% | 0.07% | -21.3% |
| Q4 2022 | $2,393,937 | +2.2% | 58,190 | -3.1% | 0.09% | -8.2% |
| Q2 2022 | $2,342,000 | -12.6% | 60,080 | -0.4% | 0.10% | +1.0% |
| Q1 2022 | $2,681,000 | +0.1% | 60,348 | 0.0% | 0.10% | -2.0% |
| Q4 2021 | $2,677,000 | +8.5% | 60,348 | +1.4% | 0.10% | +1.0% |
| Q3 2021 | $2,467,000 | -8.5% | 59,517 | -7.4% | 0.10% | -11.8% |
| Q2 2021 | $2,695,000 | +3.8% | 64,248 | 0.0% | 0.11% | -10.6% |
| Q1 2021 | $2,597,000 | +16.1% | 64,248 | 0.0% | 0.12% | +11.8% |
| Q4 2020 | $2,236,000 | +14.5% | 64,248 | -4.9% | 0.11% | 0.0% |
| Q3 2020 | $1,953,000 | +2.0% | 67,527 | 0.0% | 0.11% | -6.0% |
| Q2 2020 | $1,914,000 | -37.5% | 67,527 | -16.1% | 0.12% | -51.9% |
| Q4 2019 | $3,062,000 | -21.4% | 80,497 | -25.0% | 0.24% | -28.5% |
| Q3 2019 | $3,898,000 | +0.3% | 107,365 | 0.0% | 0.34% | -12.8% |
| Q2 2019 | $3,887,000 | -3.8% | 107,365 | -4.9% | 0.39% | -11.8% |
| Q1 2019 | $4,039,000 | +7.7% | 112,845 | -4.8% | 0.44% | +18.5% |
| Q4 2018 | $3,749,000 | -14.6% | 118,515 | -0.4% | 0.37% | -8.8% |
| Q3 2018 | $4,388,000 | +3.0% | 118,992 | 0.0% | 0.41% | -1.9% |
| Q2 2018 | $4,260,000 | -5.0% | 118,992 | -9.5% | 0.42% | -6.9% |
| Q1 2018 | $4,484,000 | -3.3% | 131,427 | 0.0% | 0.45% | -6.1% |
| Q4 2017 | $4,637,000 | +5.9% | 131,427 | +200.0% | 0.48% | +3.0% |
| Q3 2017 | $4,379,000 | +1.2% | 43,809 | -1.0% | 0.46% | -4.1% |
| Q2 2017 | $4,327,000 | +0.2% | 44,263 | -0.1% | 0.48% | 0.0% |
| Q1 2017 | $4,320,000 | +6.0% | 44,290 | +2.6% | 0.48% | +3.6% |
| Q4 2016 | $4,074,000 | +3.8% | 43,170 | 0.0% | 0.47% | -2.7% |
| Q3 2016 | $3,923,000 | +1.5% | 43,170 | 0.0% | 0.48% | -14.3% |
| Q2 2016 | $3,864,000 | +4.0% | 43,170 | 0.0% | 0.56% | -4.1% |
| Q1 2016 | $3,717,000 | -5.1% | 43,170 | -11.3% | 0.58% | -11.4% |
| Q4 2015 | $3,918,000 | +2.4% | 48,661 | -1.2% | 0.66% | -8.4% |
| Q3 2015 | $3,825,000 | -6.0% | 49,253 | 0.0% | 0.72% | -11.6% |
| Q2 2015 | $4,071,000 | +7.0% | 49,253 | +11.5% | 0.81% | -4.0% |
| Q1 2015 | $3,803,000 | -0.2% | 44,178 | -2.9% | 0.85% | +2.5% |
| Q4 2014 | $3,811,000 | -5.8% | 45,506 | -11.9% | 0.82% | -4.5% |
| Q3 2014 | $4,045,000 | -6.1% | 51,679 | -2.0% | 0.86% | +1.9% |
| Q2 2014 | $4,308,000 | +2.3% | 52,760 | -3.4% | 0.85% | -8.8% |
| Q1 2014 | $4,210,000 | -10.1% | 54,628 | -13.0% | 0.93% | -20.7% |
| Q4 2013 | $4,683,000 | -9.5% | 62,758 | -15.7% | 1.17% | -16.5% |
| Q3 2013 | $5,175,000 | – | 74,442 | – | 1.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,037,876 | $39,097,000 | 9.47% |
| Melone Private Wealth, LLC | 224,141 | $8,860,000 | 7.74% |
| IAG Wealth Partners, LLC | 434,847 | $16,381,000 | 5.44% |
| Linscomb & Williams, Inc. | 2,283,773 | $86,030,000 | 5.22% |
| Marion Wealth Management | 168,414 | $6,344,000 | 3.26% |
| Concord Wealth Partners | 234,313 | $8,827,000 | 2.80% |
| Private Wealth Strategies, L.L.C. | 241,476 | $9,103,000 | 2.66% |
| Apeiron RIA LLC | 147,714 | $5,745,000 | 2.64% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 118,937 | $4,480,000 | 2.55% |
| Bickling Financial Services, Inc. | 93,904 | $3,538,000 | 2.38% |