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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $997,535 | -1.1% | 24,342 | -0.7% | 0.67% | -6.2% |
Q4 2022 | $1,008,424 | +3.5% | 24,512 | -5.2% | 0.71% | +3.9% |
Q3 2022 | $974,000 | -6.8% | 25,857 | -3.5% | 0.68% | -0.7% |
Q2 2022 | $1,045,000 | -14.8% | 26,797 | -3.0% | 0.69% | +2.5% |
Q1 2022 | $1,227,000 | -0.3% | 27,613 | -0.5% | 0.67% | +2.3% |
Q4 2021 | $1,231,000 | +7.4% | 27,743 | +0.3% | 0.66% | -0.2% |
Q3 2021 | $1,146,000 | +27.1% | 27,648 | -11.3% | 0.66% | -12.6% |
Q3 2020 | $902,000 | -6.4% | 31,181 | -8.3% | 0.75% | -13.4% |
Q2 2020 | $964,000 | +15.7% | 34,001 | -1.4% | 0.87% | -9.0% |
Q1 2020 | $833,000 | -23.4% | 34,469 | +20.5% | 0.96% | -0.3% |
Q4 2019 | $1,088,000 | +2.6% | 28,609 | -2.0% | 0.96% | -4.1% |
Q3 2019 | $1,060,000 | +5.1% | 29,199 | +4.7% | 1.00% | +3.7% |
Q2 2019 | $1,009,000 | +23.7% | 27,879 | +25.9% | 0.96% | +14.8% |
Q2 2018 | $816,000 | +9.4% | 22,135 | +1.3% | 0.84% | -14.7% |
Q1 2018 | $746,000 | – | 21,858 | – | 0.98% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Planning & Information Services, Inc. | 930,278 | $38,560,000 | 10.49% |
JD Financial Services Inc. | 163,620 | $6,782,000 | 6.19% |
Financial Insights, Inc. | 139,106 | $5,766,000 | 5.30% |
Linscomb Wealth, Inc. | 2,420,622 | $100,335,000 | 5.17% |
IAG Wealth Partners, LLC | 342,375 | $14,192,000 | 5.05% |
Ten Capital Wealth Advisors, LLC | 253,327 | $10,500,000 | 4.91% |
Private Wealth Strategies, L.L.C. | 258,403 | $10,704,000 | 2.68% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 122,035 | $5,058,000 | 2.55% |
Concord Wealth Partners | 142,573 | $5,910,000 | 2.42% |
JNBA Financial Advisors | 391,308 | $16,220,000 | 2.18% |