WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 358 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 1.14 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,537,623 | -2.7% | 184,024 | -0.1% | 0.26% | +1.6% |
| Q2 2023 | $7,745,988 | +3.1% | 184,209 | +0.5% | 0.25% | -3.1% |
| Q1 2023 | $7,511,019 | -1.1% | 183,285 | -0.7% | 0.26% | -3.0% |
| Q4 2022 | $7,592,181 | -1.6% | 184,545 | -9.9% | 0.27% | -6.2% |
| Q3 2022 | $7,718,000 | -51.7% | 204,888 | -50.0% | 0.29% | +0.7% |
| Q2 2022 | $15,974,000 | +75.5% | 409,776 | +100.0% | 0.29% | -0.7% |
| Q1 2022 | $9,101,000 | +7.9% | 204,888 | +7.7% | 0.29% | +12.9% |
| Q4 2021 | $8,437,000 | +13.8% | 190,202 | +6.4% | 0.26% | +4.9% |
| Q3 2021 | $7,411,000 | -1.2% | 178,795 | +0.0% | 0.24% | -3.2% |
| Q2 2021 | $7,500,000 | +1.1% | 178,784 | -2.6% | 0.25% | -8.4% |
| Q1 2021 | $7,419,000 | +18.8% | 183,536 | +2.3% | 0.27% | +20.2% |
| Q4 2020 | $6,247,000 | +17.3% | 179,452 | -2.5% | 0.23% | -0.9% |
| Q3 2020 | $5,325,000 | -11.2% | 184,141 | -13.0% | 0.23% | -12.9% |
| Q2 2020 | $5,995,000 | -8.8% | 211,535 | -22.3% | 0.26% | -15.4% |
| Q1 2020 | $6,577,000 | -44.9% | 272,242 | -13.2% | 0.31% | -6.0% |
| Q4 2019 | $11,929,000 | +5.0% | 313,584 | +0.2% | 0.33% | +11.0% |
| Q3 2019 | $11,365,000 | -4.8% | 313,000 | -5.1% | 0.30% | -1.0% |
| Q2 2019 | $11,944,000 | -1.8% | 329,942 | -2.9% | 0.30% | -1.6% |
| Q1 2019 | $12,168,000 | +14.6% | 339,971 | +1.3% | 0.31% | +13.3% |
| Q4 2018 | $10,617,000 | -16.1% | 335,654 | -2.2% | 0.27% | -10.9% |
| Q3 2018 | $12,653,000 | +2.1% | 343,090 | -0.9% | 0.30% | +3.1% |
| Q2 2018 | $12,392,000 | +5.6% | 346,155 | +0.7% | 0.30% | -1.7% |
| Q1 2018 | $11,730,000 | +26.3% | 343,785 | +30.6% | 0.30% | +24.5% |
| Q4 2017 | $9,287,000 | – | 263,244 | – | 0.24% | – |
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% |