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 | $165 | -2.4% | 4,024 | +0.3% | 0.01% | 0.0% |
| Q2 2023 | $169 | +3.0% | 4,012 | +0.3% | 0.01% | -14.3% |
| Q1 2023 | $164 | 0.0% | 4,000 | +0.2% | 0.01% | 0.0% |
| Q4 2022 | $164 | -99.9% | 3,991 | +0.4% | 0.01% | -12.5% |
| Q3 2022 | $150,000 | -2.6% | 3,975 | +0.3% | 0.01% | +14.3% |
| Q2 2022 | $154,000 | -12.0% | 3,963 | +0.3% | 0.01% | -12.5% |
| Q1 2022 | $175,000 | +6.1% | 3,951 | +6.5% | 0.01% | +14.3% |
| Q4 2021 | $165,000 | +66.7% | 3,710 | +54.6% | 0.01% | +40.0% |
| Q3 2021 | $99,000 | -1.0% | 2,400 | +0.4% | 0.01% | 0.0% |
| Q2 2021 | $100,000 | +4.2% | 2,391 | +0.3% | 0.01% | 0.0% |
| Q1 2021 | $96,000 | +15.7% | 2,383 | +0.2% | 0.01% | 0.0% |
| Q4 2020 | $83,000 | +20.3% | 2,379 | -0.1% | 0.01% | 0.0% |
| Q3 2020 | $69,000 | -9.2% | 2,381 | -10.9% | 0.01% | -16.7% |
| Q2 2020 | $76,000 | -86.2% | 2,673 | -88.3% | 0.01% | -87.2% |
| Q1 2020 | $550,000 | -40.5% | 22,767 | -6.2% | 0.05% | -27.7% |
| Q4 2019 | $924,000 | +8.1% | 24,284 | +3.1% | 0.06% | -3.0% |
| Q3 2019 | $855,000 | +8.9% | 23,555 | +8.6% | 0.07% | +1.5% |
| Q2 2019 | $785,000 | -0.5% | 21,696 | -1.6% | 0.07% | -7.0% |
| Q1 2019 | $789,000 | +13.5% | 22,042 | +0.3% | 0.07% | -1.4% |
| Q4 2018 | $695,000 | 0.0% | 21,967 | +16.5% | 0.07% | +10.8% |
| Q3 2018 | $695,000 | +6.9% | 18,849 | +3.9% | 0.06% | +1.6% |
| Q2 2018 | $650,000 | +10.5% | 18,150 | +5.3% | 0.06% | +6.7% |
| Q1 2018 | $588,000 | +15.3% | 17,238 | +19.2% | 0.06% | +13.2% |
| Q4 2017 | $510,000 | +14.6% | 14,457 | +224.4% | 0.05% | -1.9% |
| Q3 2017 | $445,000 | +116.0% | 4,456 | +111.3% | 0.05% | +100.0% |
| Q2 2017 | $206,000 | +134.1% | 2,109 | +132.8% | 0.03% | +107.7% |
| Q1 2017 | $88,000 | +166.7% | 906 | +158.9% | 0.01% | +160.0% |
| Q4 2016 | $33,000 | +135.7% | 350 | +133.3% | 0.01% | +150.0% |
| Q3 2016 | $14,000 | +7.7% | 150 | 0.0% | 0.00% | -33.3% |
| Q2 2016 | $13,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $13,000 | – | 150 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,048,666 | $43,142,110 | 9.15% |
| Melone Private Wealth, LLC | 229,395 | $9,437,293 | 8.00% |
| IAG Wealth Partners, LLC | 466,556 | $19,194,105 | 5.66% |
| Linscomb & Williams, Inc. | 2,269,083 | $93,350,068 | 4.74% |
| Marion Wealth Management | 204,102 | $8,396,767 | 3.54% |
| RiverTree Advisors, LLC | 95,332 | $3,921,958 | 3.22% |
| Concord Wealth Partners | 230,481 | $9,481,988 | 2.85% |
| Private Wealth Strategies, L.L.C. | 248,166 | $10,209,361 | 2.72% |
| DB Wealth Management Group, LLC | 97,840 | $4,025,128 | 2.61% |
| Bickling Financial Services, Inc. | 99,589 | $4,097,085 | 2.56% |