WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 358 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 1.14 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,420,473 | -2.2% | 83,508 | +0.4% | 0.01% | -7.1% |
| Q2 2023 | $3,498,150 | -0.4% | 83,190 | -2.9% | 0.01% | -6.7% |
| Q1 2023 | $3,510,550 | -0.1% | 85,665 | +0.2% | 0.02% | -16.7% |
| Q4 2022 | $3,515,611 | +9.1% | 85,455 | -0.1% | 0.02% | -5.3% |
| Q3 2022 | $3,223,000 | +18.4% | 85,556 | +22.5% | 0.02% | +5.6% |
| Q2 2022 | $2,723,000 | +1.8% | 69,859 | +16.1% | 0.02% | +5.9% |
| Q1 2022 | $2,674,000 | -20.5% | 60,188 | -20.6% | 0.02% | -26.1% |
| Q4 2021 | $3,364,000 | +7.3% | 75,838 | +0.3% | 0.02% | -11.5% |
| Q3 2021 | $3,134,000 | -4.9% | 75,604 | -3.8% | 0.03% | -16.1% |
| Q2 2021 | $3,296,000 | -3.7% | 78,560 | -7.3% | 0.03% | -16.2% |
| Q1 2021 | $3,424,000 | -12.0% | 84,704 | -24.3% | 0.04% | -28.8% |
| Q4 2020 | $3,893,000 | +16.7% | 111,832 | -2.6% | 0.05% | -5.5% |
| Q3 2020 | $3,336,000 | -34.3% | 114,766 | -36.5% | 0.06% | -34.5% |
| Q2 2020 | $5,079,000 | -80.4% | 180,605 | -84.1% | 0.08% | -85.3% |
| Q1 2020 | $25,886,000 | -56.7% | 1,137,827 | -27.9% | 0.57% | -39.6% |
| Q4 2019 | $59,749,000 | +6.4% | 1,577,731 | +2.0% | 0.94% | -52.2% |
| Q3 2019 | $56,166,000 | -0.6% | 1,546,844 | -0.9% | 1.97% | -5.6% |
| Q2 2019 | $56,489,000 | +4.6% | 1,560,480 | +3.4% | 2.09% | -4.6% |
| Q1 2019 | $53,989,000 | +9575.4% | 1,508,498 | +8444.8% | 2.19% | +7203.3% |
| Q4 2018 | $558,000 | -9.1% | 17,654 | +6.0% | 0.03% | +11.1% |
| Q3 2018 | $614,000 | -3.2% | 16,654 | -5.9% | 0.03% | -22.9% |
| Q2 2018 | $634,000 | +44.1% | 17,704 | +34.3% | 0.04% | +29.6% |
| Q1 2018 | $440,000 | -26.2% | 13,183 | -21.9% | 0.03% | -25.0% |
| Q4 2017 | $596,000 | -46.0% | 16,883 | -24.2% | 0.04% | -23.4% |
| Q3 2017 | $1,104,000 | +55100.0% | 22,259 | +105895.2% | 0.05% | – |
| Q2 2017 | $2,000 | 0.0% | 21 | 0.0% | 0.00% | – |
| Q4 2016 | $2,000 | – | 21 | – | 0.00% | – |
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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% |