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 | $1,734,879 | -2.2% | 42,355 | +0.4% | 0.01% | -44.4% |
| Q2 2023 | $1,773,641 | -15.6% | 42,179 | -17.7% | 0.01% | +125.0% |
| Q1 2023 | $2,101,331 | +8.0% | 51,277 | +8.5% | 0.00% | 0.0% |
| Q4 2022 | $1,945,017 | +36.8% | 47,278 | +25.3% | 0.00% | 0.0% |
| Q3 2022 | $1,422,000 | +29.6% | 37,741 | +34.1% | 0.00% | +33.3% |
| Q2 2022 | $1,097,000 | -6.4% | 28,143 | +6.6% | 0.00% | 0.0% |
| Q1 2022 | $1,172,000 | -20.9% | 26,390 | -20.9% | 0.00% | 0.0% |
| Q4 2021 | $1,481,000 | +37.1% | 33,376 | +28.1% | 0.00% | 0.0% |
| Q3 2021 | $1,080,000 | +1.6% | 26,045 | +2.8% | 0.00% | 0.0% |
| Q2 2021 | $1,063,000 | +26.7% | 25,333 | +22.0% | 0.00% | 0.0% |
| Q1 2021 | $839,000 | -33.4% | 20,757 | -42.6% | 0.00% | -25.0% |
| Q4 2020 | $1,260,000 | -2.5% | 36,187 | -19.0% | 0.00% | -20.0% |
| Q3 2020 | $1,292,000 | -0.9% | 44,671 | -2.9% | 0.01% | -16.7% |
| Q2 2020 | $1,304,000 | -3.5% | 46,013 | -17.7% | 0.01% | -25.0% |
| Q1 2020 | $1,351,000 | -60.2% | 55,907 | -37.4% | 0.01% | -46.7% |
| Q4 2019 | $3,395,000 | +1.2% | 89,255 | -3.4% | 0.02% | -11.8% |
| Q3 2019 | $3,355,000 | -10.8% | 92,393 | -11.0% | 0.02% | -19.0% |
| Q2 2019 | $3,760,000 | -9.1% | 103,859 | -10.2% | 0.02% | -4.5% |
| Q1 2019 | $4,138,000 | -5.9% | 115,626 | -16.8% | 0.02% | -18.5% |
| Q4 2018 | $4,397,000 | -30.6% | 139,022 | -19.1% | 0.03% | -12.9% |
| Q3 2018 | $6,337,000 | -10.1% | 171,826 | -12.8% | 0.03% | -22.5% |
| Q2 2018 | $7,051,000 | -29.4% | 196,956 | -32.8% | 0.04% | -41.2% |
| Q1 2018 | $9,994,000 | -17.4% | 292,905 | -14.6% | 0.07% | -15.0% |
| Q4 2017 | $12,094,000 | +2.5% | 342,799 | +190.4% | 0.08% | -5.9% |
| Q3 2017 | $11,798,000 | +13.2% | 118,041 | +10.7% | 0.08% | +7.6% |
| Q2 2017 | $10,419,000 | +5.7% | 106,591 | +5.5% | 0.08% | +3.9% |
| Q1 2017 | $9,854,000 | +22.9% | 101,042 | +19.0% | 0.08% | +8.6% |
| Q4 2016 | $8,015,000 | +3.9% | 84,920 | +0.0% | 0.07% | -2.8% |
| Q3 2016 | $7,716,000 | -2.4% | 84,905 | -3.9% | 0.07% | -6.5% |
| Q2 2016 | $7,907,000 | -2.5% | 88,336 | -6.2% | 0.08% | -1.3% |
| Q1 2016 | $8,108,000 | -0.2% | 94,163 | -6.7% | 0.08% | -6.0% |
| Q4 2015 | $8,126,000 | +1.3% | 100,940 | -2.3% | 0.08% | -17.8% |
| Q3 2015 | $8,023,000 | +1501.4% | 103,305 | +1603.3% | 0.10% | +1583.3% |
| Q2 2015 | $501,000 | -93.5% | 6,065 | -93.2% | 0.01% | -93.2% |
| Q1 2015 | $7,689,000 | +34.8% | 89,320 | +31.2% | 0.09% | +29.4% |
| Q4 2014 | $5,703,000 | +1100.6% | 68,100 | +1022.8% | 0.07% | +1033.3% |
| Q3 2014 | $475,000 | -4.0% | 6,065 | 0.0% | 0.01% | -25.0% |
| Q2 2014 | $495,000 | +6.0% | 6,065 | 0.0% | 0.01% | -11.1% |
| Q1 2014 | $467,000 | +3.1% | 6,065 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $453,000 | +7.3% | 6,065 | 0.0% | 0.01% | -10.0% |
| Q3 2013 | $422,000 | +6.0% | 6,065 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $398,000 | – | 6,065 | – | 0.01% | – |
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 Wealth, 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% |