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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,839,483 | -2.9% | 118,151 | -0.3% | 0.52% | -17.9% |
| Q2 2023 | $4,982,088 | +3.9% | 118,480 | +1.2% | 0.63% | +21.2% |
| Q1 2023 | $4,797,239 | +2.4% | 117,063 | +2.8% | 0.52% | -2.1% |
| Q4 2022 | $4,683,388 | +23.5% | 113,840 | +13.1% | 0.53% | +26.1% |
| Q3 2022 | $3,792,000 | -6.6% | 100,654 | -3.4% | 0.42% | -1.6% |
| Q2 2022 | $4,062,000 | -11.0% | 104,209 | +1.4% | 0.43% | -0.2% |
| Q1 2022 | $4,563,000 | +7.4% | 102,722 | +7.2% | 0.43% | +10.0% |
| Q4 2021 | $4,249,000 | +97.2% | 95,789 | +84.3% | 0.39% | +93.1% |
| Q3 2021 | $2,155,000 | -0.7% | 51,988 | +0.5% | 0.20% | -1.0% |
| Q2 2021 | $2,170,000 | +15.9% | 51,738 | +11.7% | 0.20% | +4.6% |
| Q1 2021 | $1,872,000 | +38.9% | 46,323 | +19.6% | 0.20% | +27.5% |
| Q4 2020 | $1,348,000 | +16.7% | 38,721 | -3.1% | 0.15% | -3.2% |
| Q3 2020 | $1,155,000 | +2.8% | 39,947 | +0.8% | 0.16% | -4.2% |
| Q2 2020 | $1,123,000 | – | 39,618 | – | 0.16% | – |
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% |