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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $774,932 | +216.3% | 18,910 | +191.0% | 0.00% | – |
| Q3 2022 | $245,000 | -54.1% | 6,498 | -57.7% | 0.00% | – |
| Q4 2020 | $534,000 | +132.2% | 15,344 | +93.0% | 0.00% | – |
| Q3 2020 | $230,000 | -73.8% | 7,949 | -74.4% | 0.00% | -100.0% |
| Q2 2020 | $878,000 | -37.9% | 30,995 | -47.0% | 0.00% | 0.0% |
| Q1 2020 | $1,413,000 | +25.8% | 58,503 | +98.1% | 0.00% | -50.0% |
| Q4 2019 | $1,123,000 | +30.7% | 29,531 | +23.0% | 0.00% | +100.0% |
| Q1 2019 | $859,000 | -61.0% | 24,010 | -65.5% | 0.00% | -80.0% |
| Q4 2018 | $2,201,000 | -72.9% | 69,581 | -68.4% | 0.01% | -68.8% |
| Q3 2018 | $8,119,000 | +1111.8% | 220,140 | +1075.5% | 0.02% | +700.0% |
| Q2 2018 | $670,000 | -51.7% | 18,728 | -53.9% | 0.00% | -50.0% |
| Q1 2018 | $1,387,000 | -85.3% | 40,661 | -84.8% | 0.00% | -85.2% |
| Q4 2017 | $9,453,000 | +108.4% | 267,930 | +490.2% | 0.03% | +80.0% |
| Q3 2017 | $4,537,000 | +10.6% | 45,394 | +8.2% | 0.02% | +7.1% |
| Q2 2017 | $4,101,000 | +4.0% | 41,955 | +3.7% | 0.01% | -22.2% |
| Q1 2017 | $3,945,000 | -18.6% | 40,450 | -21.2% | 0.02% | -14.3% |
| Q4 2016 | $4,848,000 | +346.8% | 51,364 | +307.6% | 0.02% | +250.0% |
| Q1 2016 | $1,085,000 | -41.6% | 12,602 | -45.4% | 0.01% | -50.0% |
| Q4 2015 | $1,857,000 | -21.0% | 23,062 | -18.9% | 0.01% | -20.0% |
| Q2 2015 | $2,352,000 | +410.2% | 28,453 | +431.4% | 0.02% | +275.0% |
| Q1 2015 | $461,000 | -93.2% | 5,354 | -93.4% | 0.00% | -92.2% |
| Q4 2014 | $6,787,000 | +140.8% | 81,047 | +125.0% | 0.05% | +75.9% |
| Q3 2014 | $2,819,000 | +83.5% | 36,016 | +91.5% | 0.03% | +45.0% |
| Q2 2014 | $1,536,000 | +155.1% | 18,808 | +140.9% | 0.02% | +185.7% |
| Q1 2014 | $602,000 | – | 7,806 | – | 0.01% | – |
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% |