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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $20 | +17.6% | 425 | 0.0% | 0.00% | – |
| Q3 2023 | $17 | -5.6% | 425 | 0.0% | 0.00% | – |
| Q2 2023 | $18 | +5.9% | 425 | 0.0% | 0.00% | – |
| Q1 2023 | $17 | 0.0% | 425 | 0.0% | 0.00% | – |
| Q4 2022 | $17 | -99.9% | 425 | 0.0% | 0.00% | – |
| Q3 2022 | $16,000 | -5.9% | 425 | 0.0% | 0.00% | – |
| Q2 2022 | $17,000 | -10.5% | 425 | 0.0% | 0.00% | – |
| Q1 2022 | $19,000 | +18.8% | 425 | +8.1% | 0.00% | – |
| Q3 2021 | $16,000 | 0.0% | 393 | 0.0% | 0.00% | – |
| Q2 2021 | $16,000 | 0.0% | 393 | 0.0% | 0.00% | – |
| Q1 2021 | $16,000 | -63.6% | 393 | -69.1% | 0.00% | -100.0% |
| Q4 2020 | $44,000 | +300.0% | 1,271 | +223.4% | 0.00% | – |
| Q3 2020 | $11,000 | 0.0% | 393 | 0.0% | 0.00% | – |
| Q2 2020 | $11,000 | +22.2% | 393 | 0.0% | 0.00% | – |
| Q1 2020 | $9,000 | -35.7% | 393 | 0.0% | 0.00% | – |
| Q3 2019 | $14,000 | 0.0% | 393 | 0.0% | 0.00% | -100.0% |
| Q2 2019 | $14,000 | 0.0% | 393 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $14,000 | +16.7% | 393 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $12,000 | -14.3% | 393 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $14,000 | 0.0% | 393 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $14,000 | +7.7% | 393 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $13,000 | -7.1% | 393 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $14,000 | +7.7% | 393 | +200.0% | 0.00% | 0.0% |
| Q3 2017 | $13,000 | 0.0% | 131 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $13,000 | -18.8% | 131 | -21.1% | 0.00% | 0.0% |
| Q1 2017 | $16,000 | -5.9% | 166 | -5.1% | 0.00% | 0.0% |
| Q4 2016 | $17,000 | -22.7% | 175 | -27.1% | 0.00% | 0.0% |
| Q3 2016 | $22,000 | +4.8% | 240 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $21,000 | 0.0% | 240 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $21,000 | +10.5% | 240 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $19,000 | 0.0% | 240 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $19,000 | -5.0% | 240 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $20,000 | -4.8% | 240 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $21,000 | +5.0% | 240 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $20,000 | +5.3% | 240 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $19,000 | -5.0% | 240 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $20,000 | +11.1% | 240 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $18,000 | 0.0% | 240 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $18,000 | +5.9% | 240 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $17,000 | -64.6% | 240 | -67.2% | 0.00% | -66.7% |
| Q2 2013 | $48,000 | – | 731 | – | 0.00% | – |
Download | ||||||
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% |