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 | $72,788,838 | +10.6% | 1,777,071 | +13.6% | 0.05% | +8.5% |
| Q2 2023 | $65,787,350 | -2.8% | 1,564,503 | -5.3% | 0.05% | -11.3% |
| Q1 2023 | $67,703,023 | +11.3% | 1,652,099 | +11.7% | 0.05% | +1.9% |
| Q4 2022 | $60,822,961 | +27.7% | 1,478,439 | +16.9% | 0.05% | +13.0% |
| Q3 2022 | $47,625,000 | -10.3% | 1,264,263 | -7.1% | 0.05% | -8.0% |
| Q2 2022 | $53,070,000 | -4.4% | 1,361,464 | +8.9% | 0.05% | +4.2% |
| Q1 2022 | $55,538,000 | +2.1% | 1,250,288 | +2.0% | 0.05% | +4.3% |
| Q4 2021 | $54,398,000 | +9.6% | 1,226,278 | +2.4% | 0.05% | -2.1% |
| Q3 2021 | $49,649,000 | -0.5% | 1,197,809 | +0.7% | 0.05% | -6.0% |
| Q2 2021 | $49,874,000 | +13.3% | 1,188,901 | +9.1% | 0.05% | -2.0% |
| Q1 2021 | $44,035,000 | +2.6% | 1,089,436 | -11.6% | 0.05% | -8.9% |
| Q4 2020 | $42,911,000 | +15.7% | 1,232,717 | -3.9% | 0.06% | -3.4% |
| Q3 2020 | $37,090,000 | -4.2% | 1,282,503 | -6.1% | 0.06% | -13.4% |
| Q2 2020 | $38,706,000 | +5.8% | 1,365,771 | -9.8% | 0.07% | -15.2% |
| Q1 2020 | $36,578,000 | -40.0% | 1,513,998 | -5.5% | 0.08% | -28.8% |
| Q4 2019 | $60,968,000 | +7.9% | 1,602,723 | +3.0% | 0.11% | -3.5% |
| Q3 2019 | $56,498,000 | -3.7% | 1,555,996 | -4.0% | 0.12% | -8.0% |
| Q2 2019 | $58,684,000 | -32.9% | 1,621,093 | -33.6% | 0.12% | -37.2% |
| Q1 2019 | $87,421,000 | +36.1% | 2,442,614 | +20.3% | 0.20% | +16.4% |
| Q4 2018 | $64,220,000 | -6.3% | 2,030,338 | +9.3% | 0.17% | +4.3% |
| Q3 2018 | $68,522,000 | +15.8% | 1,857,985 | +12.4% | 0.16% | +5.8% |
| Q2 2018 | $59,169,000 | +11.6% | 1,652,755 | +6.4% | 0.16% | +6.2% |
| Q1 2018 | $53,016,000 | +1.4% | 1,553,823 | +4.8% | 0.15% | -8.2% |
| Q4 2017 | $52,294,000 | +17.3% | 1,482,251 | +232.4% | 0.16% | +1.3% |
| Q3 2017 | $44,571,000 | +11.3% | 445,929 | +8.9% | 0.16% | +3.3% |
| Q2 2017 | $40,034,000 | +7.7% | 409,558 | +6.8% | 0.15% | -39.9% |
| Q1 2017 | $37,181,000 | +24.6% | 383,312 | +22.1% | 0.25% | +11.5% |
| Q4 2016 | $29,843,000 | +31.7% | 313,838 | +23.8% | 0.23% | +5.6% |
| Q3 2016 | $22,656,000 | +12.6% | 253,595 | +12.6% | 0.22% | +26.5% |
| Q2 2016 | $20,119,000 | -41.2% | 225,194 | -44.3% | 0.17% | +78.9% |
| Q1 2016 | $34,218,000 | +1.3% | 404,519 | -3.9% | 0.10% | +1.1% |
| Q4 2015 | $33,763,000 | +102.0% | 421,039 | +102.1% | 0.09% | +2.2% |
| Q3 2015 | $16,711,000 | -2.1% | 208,318 | +1.1% | 0.09% | +5.7% |
| Q2 2015 | $17,071,000 | +2.1% | 206,092 | +6.0% | 0.09% | +2.4% |
| Q1 2015 | $16,713,000 | +14.1% | 194,448 | +11.1% | 0.08% | +6.2% |
| Q4 2014 | $14,651,000 | +4.9% | 174,962 | -3.0% | 0.08% | -3.6% |
| Q3 2014 | $13,966,000 | +0.2% | 180,414 | +5.7% | 0.08% | +2.5% |
| Q2 2014 | $13,938,000 | +14.9% | 170,681 | +8.4% | 0.08% | +8.0% |
| Q1 2014 | $12,135,000 | +20.2% | 157,474 | +16.4% | 0.08% | +19.0% |
| Q4 2013 | $10,092,000 | +24.7% | 135,255 | +18.4% | 0.06% | +16.7% |
| Q3 2013 | $8,091,000 | +62.9% | 114,270 | +50.9% | 0.05% | +50.0% |
| Q2 2013 | $4,966,000 | – | 75,750 | – | 0.04% | – |
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% |