WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 347 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $67,931,086 | -3.0% | 1,658,474 | -0.4% | 0.09% | -2.2% |
| Q2 2023 | $70,033,310 | +10.2% | 1,665,477 | +7.4% | 0.09% | +1.1% |
| Q1 2023 | $63,573,667 | -4.7% | 1,551,334 | -4.3% | 0.09% | -8.0% |
| Q4 2022 | $66,702,016 | +15.0% | 1,621,342 | +5.3% | 0.10% | 0.0% |
| Q3 2022 | $58,007,000 | +3.0% | 1,539,869 | +6.6% | 0.10% | +7.5% |
| Q2 2022 | $56,332,000 | -8.9% | 1,445,160 | +3.8% | 0.09% | -3.1% |
| Q1 2022 | $61,825,000 | +7.4% | 1,391,819 | +7.3% | 0.10% | +4.3% |
| Q4 2021 | $57,546,000 | +9.5% | 1,297,247 | +2.3% | 0.09% | -1.1% |
| Q3 2021 | $52,546,000 | +8.0% | 1,267,690 | +9.3% | 0.09% | +8.1% |
| Q2 2021 | $48,672,000 | -5.4% | 1,160,236 | -8.9% | 0.09% | -17.3% |
| Q1 2021 | $51,462,000 | +20.5% | 1,273,174 | +3.8% | 0.10% | +10.6% |
| Q4 2020 | $42,704,000 | +11.3% | 1,226,770 | -7.6% | 0.09% | -6.0% |
| Q3 2020 | $38,377,000 | -2.1% | 1,326,988 | -4.0% | 0.10% | -11.5% |
| Q2 2020 | $39,192,000 | +25.6% | 1,382,921 | +7.1% | 0.11% | +1.8% |
| Q1 2020 | $31,197,000 | -41.5% | 1,291,282 | -7.9% | 0.11% | -30.6% |
| Q4 2019 | $53,311,000 | +10.2% | 1,401,431 | +5.2% | 0.16% | +1.9% |
| Q3 2019 | $48,370,000 | +2.5% | 1,332,138 | +2.2% | 0.16% | -1.3% |
| Q2 2019 | $47,185,000 | -0.8% | 1,303,445 | -1.9% | 0.16% | -7.0% |
| Q1 2019 | $47,562,000 | +23.4% | 1,328,916 | +9.0% | 0.17% | +8.2% |
| Q4 2018 | $38,553,000 | -22.4% | 1,218,875 | -9.6% | 0.16% | -14.1% |
| Q3 2018 | $49,699,000 | +4.4% | 1,347,577 | +1.3% | 0.18% | -1.6% |
| Q2 2018 | $47,602,000 | +6.1% | 1,329,648 | +1.1% | 0.19% | +2.2% |
| Q1 2018 | $44,883,000 | +3.7% | 1,315,454 | +7.2% | 0.18% | -2.1% |
| Q4 2017 | $43,297,000 | +12.0% | 1,227,236 | +217.3% | 0.19% | +3.9% |
| Q3 2017 | $38,660,000 | +6.9% | 386,792 | +4.6% | 0.18% | -1.6% |
| Q2 2017 | $36,150,000 | +9.9% | 369,815 | +9.6% | 0.18% | +1.7% |
| Q1 2017 | $32,898,000 | +10.1% | 337,313 | +6.5% | 0.18% | -1.1% |
| Q4 2016 | $29,882,000 | +4.9% | 316,609 | +1.1% | 0.18% | +0.6% |
| Q3 2016 | $28,473,000 | +3.7% | 313,306 | +2.2% | 0.18% | -9.0% |
| Q2 2016 | $27,445,000 | +8.6% | 306,647 | +4.5% | 0.20% | +1.0% |
| Q1 2016 | $25,276,000 | +1.6% | 293,526 | -5.1% | 0.20% | -3.9% |
| Q4 2015 | $24,889,000 | +5.0% | 309,152 | +1.3% | 0.20% | -1.9% |
| Q3 2015 | $23,711,000 | -7.0% | 305,313 | -1.1% | 0.21% | -9.5% |
| Q2 2015 | $25,504,000 | -0.9% | 308,584 | +3.3% | 0.23% | -4.5% |
| Q1 2015 | $25,727,000 | +6.1% | 298,869 | +3.3% | 0.24% | -4.0% |
| Q4 2014 | $24,239,000 | +20.3% | 289,452 | +12.4% | 0.25% | +7.7% |
| Q3 2014 | $20,154,000 | -2.1% | 257,482 | +2.1% | 0.23% | -12.4% |
| Q2 2014 | $20,593,000 | +29.8% | 252,179 | +22.5% | 0.27% | +11.7% |
| Q1 2014 | $15,866,000 | +24.7% | 205,896 | +20.7% | 0.24% | +10.1% |
| Q4 2013 | $12,724,000 | +30.8% | 170,531 | +21.9% | 0.22% | +12.4% |
| Q3 2013 | $9,727,000 | +60.1% | 139,912 | +51.0% | 0.19% | +36.9% |
| Q2 2013 | $6,076,000 | – | 92,679 | – | 0.14% | – |
Download | ||||||
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% |