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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $395,654 | +12.9% | 9,409 | +10.0% | 0.00% | +100.0% |
| Q1 2023 | $350,538 | -4.0% | 8,554 | -3.7% | 0.00% | -50.0% |
| Q4 2022 | $365,292 | +9.7% | 8,879 | +0.3% | 0.00% | -50.0% |
| Q3 2022 | $333,000 | -6.5% | 8,850 | -3.0% | 0.00% | 0.0% |
| Q2 2022 | $356,000 | -11.9% | 9,127 | +0.3% | 0.00% | -33.3% |
| Q1 2022 | $404,000 | +0.2% | 9,102 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $403,000 | +7.2% | 9,093 | +0.3% | 0.01% | -25.0% |
| Q3 2021 | $376,000 | -1.1% | 9,068 | +0.2% | 0.01% | 0.0% |
| Q2 2021 | $380,000 | +4.1% | 9,048 | +0.2% | 0.01% | -11.1% |
| Q1 2021 | $365,000 | +16.2% | 9,028 | +0.1% | 0.01% | -10.0% |
| Q4 2020 | $314,000 | -0.3% | 9,017 | -17.1% | 0.01% | -23.1% |
| Q3 2020 | $315,000 | +2.6% | 10,876 | +0.4% | 0.01% | -23.5% |
| Q2 2020 | $307,000 | +17.6% | 10,836 | +0.5% | 0.02% | +6.2% |
| Q1 2020 | $261,000 | -54.5% | 10,783 | -28.5% | 0.02% | -44.8% |
| Q4 2019 | $573,000 | – | 15,071 | – | 0.03% | – |
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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% |