WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 305 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $670,286 | -1.8% | 16,364 | +0.8% | 0.02% | +20.0% |
| Q2 2023 | $682,884 | -6.3% | 16,240 | -8.7% | 0.02% | -21.1% |
| Q1 2023 | $728,800 | +7.2% | 17,784 | +7.7% | 0.02% | 0.0% |
| Q4 2022 | $679,595 | +18.8% | 16,519 | +8.9% | 0.02% | +11.8% |
| Q3 2022 | $572,000 | +4.2% | 15,168 | +7.8% | 0.02% | -26.1% |
| Q2 2022 | $549,000 | -15.9% | 14,072 | -4.2% | 0.02% | +9.5% |
| Q1 2022 | $653,000 | -41.8% | 14,691 | -41.9% | 0.02% | -34.4% |
| Q4 2021 | $1,122,000 | +6.0% | 25,285 | -0.9% | 0.03% | -5.9% |
| Q3 2021 | $1,058,000 | +12.9% | 25,513 | +14.3% | 0.03% | +13.3% |
| Q2 2021 | $937,000 | +2.7% | 22,322 | -1.0% | 0.03% | -6.2% |
| Q1 2021 | $912,000 | +26.3% | 22,557 | +8.9% | 0.03% | -17.9% |
| Q4 2020 | $722,000 | -23.8% | 20,716 | -37.2% | 0.04% | -23.5% |
| Q3 2020 | $948,000 | +34.9% | 32,998 | +33.2% | 0.05% | +8.5% |
| Q2 2020 | $703,000 | +59.0% | 24,775 | +35.4% | 0.05% | +23.7% |
| Q1 2020 | $442,000 | -38.8% | 18,294 | -3.6% | 0.04% | -37.7% |
| Q4 2019 | $722,000 | +10.2% | 18,974 | +5.2% | 0.06% | -6.2% |
| Q3 2019 | $655,000 | -0.3% | 18,029 | -0.6% | 0.06% | -9.7% |
| Q2 2019 | $657,000 | -5.6% | 18,129 | -6.7% | 0.07% | -17.2% |
| Q1 2019 | $696,000 | +3.7% | 19,426 | -8.4% | 0.09% | -8.4% |
| Q4 2018 | $671,000 | -6.2% | 21,210 | +9.4% | 0.10% | +11.8% |
| Q3 2018 | $715,000 | +0.6% | 19,379 | -2.4% | 0.08% | -9.6% |
| Q2 2018 | $711,000 | +15.0% | 19,847 | +9.7% | 0.09% | +8.0% |
| Q1 2018 | $618,000 | -30.9% | 18,092 | -28.7% | 0.09% | -28.1% |
| Q4 2017 | $895,000 | -44.3% | 25,368 | +56.3% | 0.12% | -54.7% |
| Q3 2017 | $1,606,000 | +112.4% | 16,235 | +109.9% | 0.27% | +94.9% |
| Q2 2017 | $756,000 | -1.9% | 7,733 | -2.0% | 0.14% | -11.0% |
| Q1 2017 | $771,000 | +9.1% | 7,894 | +5.6% | 0.15% | +6.9% |
| Q4 2016 | $707,000 | +4.9% | 7,478 | -31.0% | 0.14% | +9.1% |
| Q3 2016 | $674,000 | -9.2% | 10,836 | -8.5% | 0.13% | -11.4% |
| Q2 2016 | $742,000 | +17.0% | 11,846 | +9.6% | 0.15% | +1.4% |
| Q1 2016 | $634,000 | -27.6% | 10,804 | -0.7% | 0.15% | -16.9% |
| Q4 2015 | $876,000 | +85.6% | 10,882 | +79.2% | 0.18% | +56.6% |
| Q3 2015 | $472,000 | +36.8% | 6,071 | +51.2% | 0.11% | +34.5% |
| Q1 2015 | $345,000 | +87.5% | 4,016 | +83.0% | 0.08% | +2000.0% |
| Q4 2014 | $184,000 | -99.9% | 2,195 | -1.6% | 0.00% | -90.7% |
| Q2 2014 | $182,102,000 | +105773.3% | 2,230 | 0.0% | 0.04% | -17.3% |
| Q1 2014 | $172,000 | +37.6% | 2,230 | +32.7% | 0.05% | +30.0% |
| Q4 2013 | $125,000 | – | 1,680 | – | 0.04% | – |
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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% |