WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 348 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,588 | -1.7% | 63,177 | +0.9% | 0.28% | +1.1% |
| Q2 2023 | $2,633 | +4.9% | 62,617 | +2.2% | 0.28% | -5.8% |
| Q1 2023 | $2,510 | -7.1% | 61,252 | -6.7% | 0.30% | -9.5% |
| Q4 2022 | $2,701 | -99.9% | 65,646 | -0.1% | 0.33% | +0.3% |
| Q3 2022 | $2,475,000 | -1.2% | 65,713 | +2.2% | 0.32% | +6.9% |
| Q2 2022 | $2,506,000 | -13.6% | 64,298 | -1.6% | 0.30% | +5.6% |
| Q1 2022 | $2,902,000 | +0.1% | 65,322 | -0.1% | 0.29% | +4.0% |
| Q4 2021 | $2,900,000 | +6.9% | 65,372 | -0.1% | 0.28% | -2.1% |
| Q3 2021 | $2,712,000 | +1.3% | 65,429 | +2.5% | 0.28% | +0.7% |
| Q2 2021 | $2,678,000 | +1.7% | 63,842 | -2.0% | 0.28% | -6.6% |
| Q1 2021 | $2,632,000 | +79.4% | 65,119 | +54.5% | 0.30% | +69.1% |
| Q4 2020 | $1,467,000 | +31.9% | 42,137 | +9.6% | 0.18% | +12.7% |
| Q3 2020 | $1,112,000 | -46.1% | 38,462 | -54.9% | 0.16% | -60.8% |
| Q1 2020 | $2,062,000 | -50.8% | 85,356 | -22.6% | 0.40% | -36.6% |
| Q4 2019 | $4,195,000 | +9.4% | 110,275 | +4.4% | 0.64% | -1.9% |
| Q3 2019 | $3,836,000 | +3.9% | 105,652 | +3.6% | 0.65% | -0.5% |
| Q2 2019 | $3,692,000 | +6.9% | 101,987 | +5.7% | 0.65% | +3.0% |
| Q1 2019 | $3,454,000 | +22.5% | 96,495 | +8.2% | 0.63% | +2.9% |
| Q4 2018 | $2,820,000 | +32.0% | 89,145 | +53.8% | 0.61% | +48.3% |
| Q3 2018 | $2,137,000 | +3.0% | 57,945 | -4.7% | 0.41% | -3.7% |
| Q1 2018 | $2,074,000 | -1.5% | 60,795 | +1.9% | 0.43% | -5.3% |
| Q4 2017 | $2,105,000 | +9.7% | 59,660 | +210.8% | 0.45% | +5.3% |
| Q3 2017 | $1,919,000 | -1.3% | 19,195 | -3.5% | 0.43% | -8.9% |
| Q2 2017 | $1,945,000 | +1.6% | 19,895 | +1.3% | 0.47% | +13.7% |
| Q1 2017 | $1,915,000 | +3.8% | 19,635 | +0.4% | 0.42% | -15.1% |
| Q4 2016 | $1,845,000 | +5.5% | 19,550 | +1.6% | 0.49% | +2.5% |
| Q3 2016 | $1,749,000 | +4.9% | 19,250 | +3.3% | 0.48% | +1.1% |
| Q2 2016 | $1,667,000 | +4.4% | 18,630 | +0.5% | 0.47% | +1.5% |
| Q1 2016 | $1,597,000 | +7.9% | 18,545 | +0.9% | 0.47% | +6.9% |
| Q4 2015 | $1,480,000 | -0.6% | 18,385 | -4.1% | 0.44% | -7.8% |
| Q3 2015 | $1,489,000 | – | 19,170 | – | 0.47% | – |
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% |