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 | $6,609,238 | -2.9% | 161,378 | +3.6% | 0.06% | 0.0% |
| Q2 2023 | $6,804,439 | +3.5% | 155,823 | -2.9% | 0.06% | -6.3% |
| Q1 2023 | $6,573,808 | +33.0% | 160,415 | -4.0% | 0.06% | -74.7% |
| Q4 2022 | $4,943,698 | -27.0% | 167,095 | -7.1% | 0.25% | +219.2% |
| Q3 2022 | $6,776,000 | +0.1% | 179,882 | +3.6% | 0.08% | +30.0% |
| Q2 2022 | $6,770,000 | -4.8% | 173,672 | +8.5% | 0.06% | +11.1% |
| Q1 2022 | $7,109,000 | +123.8% | 160,024 | +123.5% | 0.05% | +125.0% |
| Q4 2021 | $3,177,000 | -22.3% | 71,608 | -27.4% | 0.02% | -7.7% |
| Q3 2021 | $4,090,000 | +36.4% | 98,678 | +38.0% | 0.03% | 0.0% |
| Q2 2021 | $2,999,000 | +10.9% | 71,503 | +6.9% | 0.03% | 0.0% |
| Q1 2021 | $2,704,000 | +9.3% | 66,901 | -5.9% | 0.03% | 0.0% |
| Q4 2020 | $2,475,000 | +22.0% | 71,121 | +1.4% | 0.03% | 0.0% |
| Q3 2020 | $2,028,000 | -13.5% | 70,108 | -15.2% | 0.03% | -21.2% |
| Q2 2020 | $2,344,000 | -17.4% | 82,715 | -29.6% | 0.03% | -36.5% |
| Q1 2020 | $2,838,000 | -38.7% | 117,454 | -3.5% | 0.05% | -27.8% |
| Q4 2019 | $4,630,000 | +3.9% | 121,707 | -0.8% | 0.07% | +4.3% |
| Q3 2019 | $4,457,000 | -3.1% | 122,739 | -3.4% | 0.07% | -16.9% |
| Q2 2019 | $4,599,000 | +2.0% | 127,057 | +0.9% | 0.08% | -6.7% |
| Q1 2019 | $4,508,000 | +12.4% | 125,962 | -0.6% | 0.09% | -8.2% |
| Q4 2018 | $4,009,000 | -9.6% | 126,761 | +5.5% | 0.10% | +6.6% |
| Q3 2018 | $4,433,000 | +66.0% | 120,204 | +62.0% | 0.09% | +106.8% |
| Q2 2018 | $2,671,000 | +11.9% | 74,179 | +6.0% | 0.04% | -52.7% |
| Q1 2018 | $2,387,000 | -10.3% | 69,972 | -5.9% | 0.09% | -17.0% |
| Q4 2017 | $2,660,000 | -41.3% | 74,325 | +64.7% | 0.11% | 0.0% |
| Q3 2017 | $4,530,000 | +10.1% | 45,134 | +6.6% | 0.11% | +0.9% |
| Q2 2017 | $4,113,000 | +60.5% | 42,330 | +59.4% | 0.11% | +54.2% |
| Q1 2017 | $2,563,000 | +32.6% | 26,557 | +31.3% | 0.07% | +14.3% |
| Q4 2016 | $1,933,000 | +33.7% | 20,219 | +24.9% | 0.06% | +6.8% |
| Q3 2016 | $1,446,000 | +10.5% | 16,189 | +10.5% | 0.06% | +11.3% |
| Q2 2016 | $1,309,000 | +14.2% | 14,655 | +10.1% | 0.05% | -3.6% |
| Q1 2016 | $1,146,000 | +9.7% | 13,306 | +2.5% | 0.06% | +10.0% |
| Q4 2015 | $1,045,000 | +15.2% | 12,977 | +11.1% | 0.05% | 0.0% |
| Q3 2015 | $907,000 | +10.1% | 11,684 | +17.1% | 0.05% | +28.2% |
| Q2 2015 | $824,000 | -0.7% | 9,974 | +3.4% | 0.04% | -18.8% |
| Q1 2015 | $830,000 | -1.7% | 9,642 | -4.4% | 0.05% | -11.1% |
| Q4 2014 | $844,000 | +10.0% | 10,084 | +3.0% | 0.05% | +1.9% |
| Q3 2014 | $767,000 | +0.4% | 9,794 | +4.7% | 0.05% | -19.7% |
| Q2 2014 | $764,000 | +17.4% | 9,353 | +10.8% | 0.07% | -4.3% |
| Q1 2014 | $651,000 | +24.2% | 8,443 | +20.2% | 0.07% | +16.9% |
| Q4 2013 | $524,000 | – | 7,027 | – | 0.06% | – |
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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% |