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 2022 | $249,000 | -32.7% | 6,634 | -30.0% | 0.03% | -31.6% |
| Q2 2022 | $370,000 | -49.0% | 9,483 | -42.0% | 0.04% | -39.7% |
| Q1 2022 | $726,000 | 0.0% | 16,355 | 0.0% | 0.06% | +3.3% |
| Q4 2021 | $726,000 | +118.7% | 16,355 | +104.4% | 0.06% | +96.8% |
| Q3 2021 | $332,000 | -1.2% | 8,000 | 0.0% | 0.03% | -3.1% |
| Q2 2021 | $336,000 | +4.0% | 8,000 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $323,000 | +16.2% | 8,000 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $278,000 | +20.3% | 8,000 | 0.0% | 0.03% | +3.2% |
| Q3 2020 | $231,000 | -50.2% | 8,000 | -51.1% | 0.03% | -52.3% |
| Q2 2020 | $464,000 | +17.5% | 16,355 | 0.0% | 0.06% | -3.0% |
| Q1 2020 | $395,000 | -36.5% | 16,355 | 0.0% | 0.07% | -19.3% |
| Q4 2019 | $622,000 | +4.7% | 16,355 | 0.0% | 0.08% | -4.6% |
| Q3 2019 | $594,000 | +0.3% | 16,355 | 0.0% | 0.09% | -4.4% |
| Q2 2019 | $592,000 | +1.2% | 16,355 | 0.0% | 0.09% | 0.0% |
| Q1 2019 | $585,000 | +13.2% | 16,355 | 0.0% | 0.09% | 0.0% |
| Q4 2018 | $517,000 | -14.3% | 16,355 | 0.0% | 0.09% | -3.2% |
| Q3 2018 | $603,000 | +2.9% | 16,355 | 0.0% | 0.09% | -7.8% |
| Q2 2018 | $586,000 | +5.0% | 16,355 | 0.0% | 0.10% | -1.0% |
| Q1 2018 | $558,000 | -3.3% | 16,355 | 0.0% | 0.10% | -2.8% |
| Q4 2017 | $577,000 | +41.4% | 16,355 | +300.4% | 0.11% | +30.9% |
| Q3 2017 | $408,000 | -52.5% | 4,085 | -53.5% | 0.08% | -52.6% |
| Q2 2017 | $859,000 | +0.2% | 8,785 | 0.0% | 0.17% | -1.7% |
| Q1 2017 | $857,000 | – | 8,785 | – | 0.17% | – |
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% |