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 | $1,847,429 | -19.4% | 45,118 | -17.3% | 0.16% | -15.0% |
| Q2 2023 | $2,293,491 | +1.4% | 54,542 | -1.1% | 0.19% | -6.8% |
| Q1 2023 | $2,261,112 | -1.7% | 55,176 | -1.3% | 0.21% | -12.3% |
| Q4 2022 | $2,299,685 | +7.9% | 55,899 | -1.3% | 0.24% | +5.8% |
| Q3 2022 | $2,132,000 | -3.8% | 56,615 | -0.5% | 0.22% | 0.0% |
| Q2 2022 | $2,217,000 | -16.8% | 56,896 | -5.1% | 0.22% | -3.9% |
| Q1 2022 | $2,664,000 | -4.1% | 59,979 | -4.2% | 0.23% | -0.4% |
| Q4 2021 | $2,777,000 | +7.1% | 62,602 | 0.0% | 0.23% | +0.4% |
| Q3 2021 | $2,594,000 | -7.6% | 62,602 | -6.5% | 0.23% | -7.2% |
| Q2 2021 | $2,808,000 | -2.2% | 66,937 | -5.7% | 0.25% | -4.2% |
| Q1 2021 | $2,870,000 | +12.0% | 71,007 | -3.6% | 0.26% | +2.4% |
| Q4 2020 | $2,563,000 | +21.1% | 73,622 | +0.6% | 0.26% | +10.4% |
| Q3 2020 | $2,117,000 | +1.5% | 73,214 | -0.5% | 0.23% | -5.7% |
| Q2 2020 | $2,085,000 | +22.6% | 73,560 | +4.5% | 0.24% | +33.9% |
| Q1 2020 | $1,701,000 | -27.5% | 70,420 | +14.2% | 0.18% | -26.5% |
| Q4 2019 | $2,346,000 | +711.8% | 61,680 | +675.8% | 0.25% | +611.4% |
| Q3 2019 | $289,000 | +4.0% | 7,950 | +3.2% | 0.04% | -5.4% |
| Q2 2019 | $278,000 | -1.8% | 7,700 | -2.7% | 0.04% | -19.6% |
| Q1 2019 | $283,000 | +3.3% | 7,915 | +3.3% | 0.05% | +12.2% |
| Q2 2018 | $274,000 | – | 7,665 | – | 0.04% | – |
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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% |