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 | $5,085,258 | -3.3% | 124,145 | -0.8% | 0.01% | 0.0% |
| Q2 2023 | $5,261,100 | +105885.1% | 125,123 | +3.3% | 0.01% | 0.0% |
| Q1 2023 | $4,964 | +3.1% | 121,144 | +3.5% | 0.01% | -6.7% |
| Q4 2022 | $4,817 | -99.8% | 117,071 | +40.7% | 0.02% | +15.4% |
| Q3 2022 | $3,135,000 | +15.9% | 83,227 | +20.0% | 0.01% | +18.2% |
| Q2 2022 | $2,704,000 | -14.0% | 69,368 | -2.0% | 0.01% | -8.3% |
| Q1 2022 | $3,144,000 | +1.1% | 70,779 | +1.0% | 0.01% | -7.7% |
| Q4 2021 | $3,109,000 | +98.0% | 70,077 | +85.0% | 0.01% | +62.5% |
| Q3 2021 | $1,570,000 | +4.1% | 37,886 | +5.4% | 0.01% | -11.1% |
| Q2 2021 | $1,508,000 | -8.6% | 35,947 | -11.9% | 0.01% | -18.2% |
| Q1 2021 | $1,649,000 | +29.6% | 40,786 | +11.6% | 0.01% | +10.0% |
| Q4 2020 | $1,272,000 | +13.1% | 36,554 | -6.0% | 0.01% | -9.1% |
| Q3 2020 | $1,125,000 | -11.1% | 38,899 | -12.9% | 0.01% | -15.4% |
| Q2 2020 | $1,265,000 | -18.9% | 44,645 | -30.8% | 0.01% | -31.6% |
| Q1 2020 | $1,560,000 | -46.3% | 64,553 | -15.4% | 0.02% | -36.7% |
| Q4 2019 | $2,903,000 | +2.1% | 76,320 | -2.5% | 0.03% | -11.8% |
| Q3 2019 | $2,842,000 | +0.7% | 78,271 | +0.4% | 0.03% | 0.0% |
| Q2 2019 | $2,823,000 | +1007.1% | 77,975 | +994.7% | 0.03% | +750.0% |
| Q1 2019 | $255,000 | +13.3% | 7,123 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $225,000 | -44.9% | 7,123 | -35.6% | 0.00% | -60.0% |
| Q3 2018 | $408,000 | +23.3% | 11,069 | +19.7% | 0.01% | +11.1% |
| Q2 2018 | $331,000 | +1404.5% | 9,251 | +3738.6% | 0.01% | +800.0% |
| Q3 2016 | $22,000 | – | 241 | – | 0.00% | – |
Download | ||||||
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% |