WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 359 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.32 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,549,157 | -5.0% | 37,821 | -2.5% | 0.13% | -4.5% |
| Q2 2023 | $1,630,827 | +3.7% | 38,783 | +1.1% | 0.13% | -2.2% |
| Q1 2023 | $1,572,165 | +100744.5% | 38,364 | +1.2% | 0.14% | -4.2% |
| Q4 2022 | $1,559 | -99.9% | 37,903 | +0.1% | 0.14% | -2.7% |
| Q3 2022 | $1,426,000 | -45.4% | 37,853 | -43.6% | 0.15% | -42.1% |
| Q2 2022 | $2,614,000 | -13.3% | 67,057 | -1.2% | 0.25% | -4.5% |
| Q1 2022 | $3,014,000 | -1.2% | 67,858 | -1.3% | 0.27% | -3.3% |
| Q4 2021 | $3,051,000 | +6.6% | 68,779 | -0.4% | 0.28% | -2.8% |
| Q3 2021 | $2,861,000 | -11.1% | 69,034 | -10.0% | 0.28% | -11.0% |
| Q2 2021 | $3,217,000 | -1.5% | 76,683 | -5.1% | 0.32% | -8.1% |
| Q1 2021 | $3,267,000 | -18.9% | 80,830 | -30.1% | 0.35% | -24.6% |
| Q4 2020 | $4,028,000 | +14.4% | 115,707 | -5.0% | 0.46% | +9.0% |
| Q3 2020 | $3,521,000 | +0.1% | 121,747 | -1.9% | 0.42% | +2.2% |
| Q2 2020 | $3,516,000 | +5.0% | 124,051 | -10.5% | 0.41% | -6.8% |
| Q1 2020 | $3,348,000 | -27.7% | 138,558 | +13.8% | 0.44% | -21.6% |
| Q4 2019 | $4,632,000 | +3.6% | 121,774 | -1.1% | 0.56% | -4.2% |
| Q3 2019 | $4,469,000 | +4.5% | 123,074 | +4.4% | 0.59% | +5.0% |
| Q2 2019 | $4,278,000 | +0.6% | 117,876 | +1.9% | 0.56% | -0.4% |
| Q1 2019 | $4,253,000 | +5.8% | 115,645 | -0.8% | 0.56% | -3.9% |
| Q4 2018 | $4,021,000 | -0.9% | 116,554 | +1.4% | 0.59% | -18.2% |
| Q3 2018 | $4,056,000 | -11.7% | 114,935 | -9.3% | 0.72% | +5.1% |
| Q2 2018 | $4,593,000 | -13.9% | 126,676 | -18.0% | 0.68% | -15.7% |
| Q1 2018 | $5,336,000 | -3.1% | 154,571 | +1.9% | 0.81% | -1.2% |
| Q4 2017 | $5,508,000 | +16.3% | 151,723 | +221.6% | 0.82% | +3.8% |
| Q3 2017 | $4,734,000 | +4.5% | 47,173 | +2.8% | 0.79% | -3.0% |
| Q2 2017 | $4,530,000 | +70.8% | 45,906 | +67.8% | 0.81% | +59.2% |
| Q1 2017 | $2,652,000 | +16.0% | 27,353 | +15.4% | 0.51% | +12.1% |
| Q4 2016 | $2,287,000 | +215.4% | 23,709 | +197.1% | 0.46% | +189.8% |
| Q3 2016 | $725,000 | +29.9% | 7,980 | +28.0% | 0.16% | +24.6% |
| Q2 2016 | $558,000 | +83.0% | 6,236 | +76.2% | 0.13% | +90.9% |
| Q1 2016 | $305,000 | – | 3,539 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 930,278 | $38,560,000 | 10.49% |
| JD Financial Services Inc. | 163,620 | $6,782,000 | 6.19% |
| Financial Insights, Inc. | 139,106 | $5,766,000 | 5.30% |
| Linscomb Wealth, Inc. | 2,420,622 | $100,335,000 | 5.17% |
| IAG Wealth Partners, LLC | 342,375 | $14,192,000 | 5.05% |
| Ten Capital Wealth Advisors, LLC | 253,327 | $10,500,000 | 4.91% |
| Private Wealth Strategies, L.L.C. | 258,403 | $10,704,000 | 2.68% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 122,035 | $5,058,000 | 2.55% |
| Concord Wealth Partners | 142,573 | $5,910,000 | 2.42% |
| JNBA Financial Advisors | 391,308 | $16,220,000 | 2.18% |