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 | $952,218 | -1.7% | 23,248 | +0.9% | 0.18% | 0.0% |
| Q2 2023 | $969,147 | +4.6% | 23,048 | +1.9% | 0.18% | -4.3% |
| Q1 2023 | $926,865 | -3.1% | 22,618 | -2.8% | 0.19% | -12.2% |
| Q4 2022 | $956,814 | +7.6% | 23,258 | -1.5% | 0.21% | +3.9% |
| Q3 2022 | $889,000 | -2.8% | 23,608 | +0.6% | 0.20% | +2.0% |
| Q2 2022 | $915,000 | -17.0% | 23,468 | -5.5% | 0.20% | +3.6% |
| Q1 2022 | $1,103,000 | +2.5% | 24,834 | +2.4% | 0.19% | +8.4% |
| Q4 2021 | $1,076,000 | +12.3% | 24,254 | +5.0% | 0.18% | +9.1% |
| Q3 2021 | $958,000 | +4.4% | 23,104 | +5.6% | 0.16% | +3.8% |
| Q2 2021 | $918,000 | -4.1% | 21,889 | -7.6% | 0.16% | -17.3% |
| Q1 2021 | $957,000 | +19.9% | 23,679 | +3.3% | 0.19% | +24.8% |
| Q4 2020 | $798,000 | +18.4% | 22,913 | -1.7% | 0.15% | +4.8% |
| Q3 2020 | $674,000 | +5.5% | 23,299 | +3.4% | 0.15% | -9.3% |
| Q2 2020 | $639,000 | +24.8% | 22,534 | +6.4% | 0.16% | -5.3% |
| Q1 2020 | $512,000 | -35.7% | 21,184 | +1.2% | 0.17% | -7.6% |
| Q4 2019 | $796,000 | +5.2% | 20,935 | +0.4% | 0.18% | -4.7% |
| Q3 2019 | $757,000 | -1.6% | 20,845 | -1.8% | 0.19% | +6.0% |
| Q2 2019 | $769,000 | +4.1% | 21,235 | +2.9% | 0.18% | -1.6% |
| Q1 2019 | $739,000 | +15.1% | 20,640 | +1.7% | 0.18% | -4.6% |
| Q4 2018 | $642,000 | -17.3% | 20,290 | -3.5% | 0.19% | +5.4% |
| Q3 2018 | $776,000 | -1.0% | 21,030 | -4.0% | 0.18% | -7.1% |
| Q2 2018 | $784,000 | +10.3% | 21,900 | +5.0% | 0.20% | +7.0% |
| Q1 2018 | $711,000 | -6.4% | 20,850 | -3.3% | 0.18% | -3.6% |
| Q4 2017 | $760,000 | +1.3% | 21,555 | +187.2% | 0.19% | -6.8% |
| Q3 2017 | $750,000 | +2.0% | 7,505 | -0.1% | 0.21% | -3.3% |
| Q2 2017 | $735,000 | +15.6% | 7,515 | +5.7% | 0.21% | -6.2% |
| Q1 2017 | $636,000 | -8.1% | 7,110 | -3.0% | 0.23% | -0.9% |
| Q4 2016 | $692,000 | +8.8% | 7,330 | +4.8% | 0.23% | +6.5% |
| Q3 2016 | $636,000 | 0.0% | 6,995 | -1.6% | 0.22% | -5.3% |
| Q2 2016 | $636,000 | +21.6% | 7,110 | +17.0% | 0.23% | +14.6% |
| Q1 2016 | $523,000 | +3.8% | 6,075 | -2.9% | 0.20% | +18.6% |
| Q4 2015 | $504,000 | +3.3% | 6,255 | -0.5% | 0.17% | +3.1% |
| Q3 2015 | $488,000 | -9.1% | 6,285 | -3.2% | 0.16% | +0.6% |
| Q2 2015 | $537,000 | -3.4% | 6,495 | +0.5% | 0.16% | -2.4% |
| Q1 2015 | $556,000 | +7.5% | 6,460 | +4.6% | 0.16% | +5.8% |
| Q4 2014 | $517,000 | +13.9% | 6,175 | +6.4% | 0.16% | +12.2% |
| Q3 2014 | $454,000 | +5.1% | 5,805 | +9.8% | 0.14% | +2.2% |
| Q2 2014 | $432,000 | +22.0% | 5,285 | +15.1% | 0.14% | +16.2% |
| Q1 2014 | $354,000 | +33.6% | 4,590 | +29.1% | 0.12% | +30.0% |
| Q4 2013 | $265,000 | +17.8% | 3,555 | +10.1% | 0.09% | +5.9% |
| Q3 2013 | $225,000 | – | 3,230 | – | 0.08% | – |
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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% |