WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 348 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $203,584 | -22.9% | 4,949 | -16.7% | 0.08% | -9.7% |
Q1 2022 | $264,000 | +0.4% | 5,941 | +0.0% | 0.09% | +8.1% |
Q4 2021 | $263,000 | +6.9% | 5,940 | +0.1% | 0.09% | +1.2% |
Q3 2021 | $246,000 | -1.2% | 5,937 | +0.0% | 0.08% | +3.7% |
Q2 2021 | $249,000 | +4.6% | 5,935 | +0.8% | 0.08% | -6.8% |
Q1 2021 | $238,000 | +16.1% | 5,889 | +0.0% | 0.09% | +8.6% |
Q4 2020 | $205,000 | -6.0% | 5,888 | -23.4% | 0.08% | -25.0% |
Q2 2020 | $218,000 | -20.1% | 7,683 | +6.9% | 0.11% | -17.6% |
Q4 2019 | $273,000 | -4.5% | 7,188 | -8.9% | 0.13% | -7.7% |
Q3 2019 | $286,000 | -2.4% | 7,887 | -2.4% | 0.14% | -11.2% |
Q2 2019 | $293,000 | +5.0% | 8,085 | +3.9% | 0.16% | +7.4% |
Q1 2019 | $279,000 | +18.7% | 7,785 | +4.9% | 0.15% | -1.3% |
Q4 2018 | $235,000 | -2.9% | 7,420 | +13.3% | 0.15% | +18.0% |
Q3 2018 | $242,000 | – | 6,550 | – | 0.13% | – |
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 & Williams, 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% |