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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $12,000 | +9.1% | 270 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $11,000 | 0.0% | 270 | 0.0% | 0.01% | +14.3% |
| Q2 2021 | $11,000 | -96.7% | 270 | -96.7% | 0.01% | -96.1% |
| Q1 2021 | $334,000 | +8.1% | 8,266 | -7.2% | 0.18% | -8.2% |
| Q4 2020 | $309,000 | +19.8% | 8,905 | 0.0% | 0.19% | +5.4% |
| Q3 2020 | $258,000 | +2.4% | 8,905 | 0.0% | 0.18% | -10.2% |
| Q2 2020 | $252,000 | +17.2% | 8,905 | 0.0% | 0.20% | -1.0% |
| Q1 2020 | $215,000 | -36.6% | 8,905 | 0.0% | 0.21% | +0.5% |
| Q4 2019 | $339,000 | +5.0% | 8,905 | 0.0% | 0.21% | +9.0% |
| Q3 2019 | $323,000 | +0.3% | 8,905 | 0.0% | 0.19% | +4.4% |
| Q2 2019 | $322,000 | -24.8% | 8,905 | -25.5% | 0.18% | -25.8% |
| Q1 2019 | $428,000 | +13.2% | 11,955 | 0.0% | 0.24% | +13.0% |
| Q4 2018 | $378,000 | -14.3% | 11,955 | 0.0% | 0.22% | +7.5% |
| Q3 2018 | $441,000 | +3.0% | 11,955 | 0.0% | 0.20% | -3.4% |
| Q2 2018 | $428,000 | +4.9% | 11,955 | 0.0% | 0.21% | -0.5% |
| Q1 2018 | $408,000 | -3.3% | 11,955 | 0.0% | 0.21% | +1.5% |
| Q4 2017 | $422,000 | +6.0% | 11,955 | +200.0% | 0.21% | +2.0% |
| Q3 2017 | $398,000 | +2.1% | 3,985 | 0.0% | 0.20% | +8.6% |
| Q2 2017 | $390,000 | +0.3% | 3,985 | 0.0% | 0.19% | -12.7% |
| Q1 2017 | $389,000 | +3.5% | 3,985 | 0.0% | 0.21% | +8.7% |
| Q4 2016 | $376,000 | +3.9% | 3,985 | 0.0% | 0.20% | +0.5% |
| Q3 2016 | $362,000 | +1.4% | 3,985 | 0.0% | 0.20% | -1.5% |
| Q2 2016 | $357,000 | +4.1% | 3,985 | 0.0% | 0.20% | +10.0% |
| Q1 2016 | $343,000 | +6.9% | 3,985 | 0.0% | 0.18% | +6.5% |
| Q4 2015 | $321,000 | +3.9% | 3,985 | 0.0% | 0.17% | +12.7% |
| Q3 2015 | $309,000 | -6.1% | 3,985 | 0.0% | 0.15% | +10.3% |
| Q2 2015 | $329,000 | -4.1% | 3,985 | 0.0% | 0.14% | +0.7% |
| Q1 2015 | $343,000 | +2.7% | 3,985 | 0.0% | 0.14% | +4.7% |
| Q4 2014 | $334,000 | +7.1% | 3,985 | 0.0% | 0.13% | +3.2% |
| Q3 2014 | $312,000 | -4.0% | 3,985 | 0.0% | 0.12% | -8.8% |
| Q2 2014 | $325,000 | +5.9% | 3,985 | 0.0% | 0.14% | -0.7% |
| Q1 2014 | $307,000 | +3.4% | 3,985 | 0.0% | 0.14% | 0.0% |
| Q4 2013 | $297,000 | +9.6% | 3,985 | +2.3% | 0.14% | -0.7% |
| Q3 2013 | $271,000 | +6.3% | 3,895 | 0.0% | 0.14% | -0.7% |
| Q2 2013 | $255,000 | – | 3,895 | – | 0.14% | – |
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% |