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 | $213,852 | -8.1% | 5,221 | -5.6% | 0.14% | +3.8% |
| Q2 2023 | $232,659 | -1.3% | 5,533 | -3.8% | 0.13% | -26.9% |
| Q1 2023 | $235,671 | -15.2% | 5,751 | -14.9% | 0.18% | -38.7% |
| Q4 2022 | $277,990 | -5.1% | 6,757 | -13.4% | 0.30% | -17.3% |
| Q3 2022 | $293,000 | -5.5% | 7,802 | -1.9% | 0.36% | +50.8% |
| Q2 2022 | $310,000 | -18.6% | 7,954 | -7.4% | 0.24% | +4.4% |
| Q1 2022 | $381,000 | -1.8% | 8,592 | -1.8% | 0.23% | +39.0% |
| Q4 2021 | $388,000 | -78.9% | 8,751 | -80.3% | 0.16% | -78.1% |
| Q3 2021 | $1,837,000 | -0.2% | 44,332 | +1.0% | 0.75% | -3.1% |
| Q2 2021 | $1,841,000 | +3.9% | 43,898 | +0.1% | 0.77% | -3.0% |
| Q1 2021 | $1,772,000 | +3.4% | 43,861 | -10.9% | 0.80% | -9.5% |
| Q4 2020 | $1,713,000 | -4.7% | 49,212 | -20.8% | 0.88% | -14.4% |
| Q3 2020 | $1,797,000 | -9.7% | 62,146 | -11.5% | 1.03% | -12.6% |
| Q2 2020 | $1,989,000 | +70.3% | 70,188 | +45.1% | 1.18% | -24.2% |
| Q1 2020 | $1,168,000 | -63.1% | 48,380 | -41.8% | 1.55% | -7.5% |
| Q4 2019 | $3,164,000 | +40.3% | 83,195 | +31.9% | 1.68% | +48.5% |
| Q3 2019 | $2,255,000 | +7.2% | 63,085 | +8.8% | 1.13% | -5.6% |
| Q2 2019 | $2,103,000 | +3.9% | 57,975 | +3.7% | 1.20% | +2.0% |
| Q1 2019 | $2,025,000 | +9.3% | 55,921 | +4.5% | 1.18% | -31.2% |
| Q4 2018 | $1,852,000 | – | 53,515 | – | 1.71% | – |
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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% |