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 | $1,970,299 | -2.6% | 48,103 | 0.0% | 0.39% | +0.8% |
| Q2 2023 | $2,022,731 | +0.2% | 48,103 | -2.3% | 0.38% | -5.2% |
| Q1 2023 | $2,018,675 | -0.4% | 49,260 | 0.0% | 0.40% | -1.2% |
| Q4 2022 | $2,026,556 | +535.3% | 49,260 | +482.3% | 0.41% | +330.5% |
| Q3 2022 | $319,000 | -83.4% | 8,460 | -82.8% | 0.10% | -76.3% |
| Q2 2022 | $1,920,000 | -12.2% | 49,260 | 0.0% | 0.40% | +1.3% |
| Q1 2022 | $2,188,000 | +0.1% | 49,260 | 0.0% | 0.40% | +3.1% |
| Q4 2021 | $2,185,000 | +7.0% | 49,260 | 0.0% | 0.38% | -1.3% |
| Q3 2021 | $2,042,000 | -1.2% | 49,260 | 0.0% | 0.39% | -1.8% |
| Q2 2021 | $2,066,000 | +3.8% | 49,260 | 0.0% | 0.40% | -3.2% |
| Q1 2021 | $1,991,000 | +16.4% | 49,260 | +0.3% | 0.41% | +5.7% |
| Q4 2020 | $1,710,000 | -6.4% | 49,130 | -22.2% | 0.39% | -19.0% |
| Q3 2020 | $1,826,000 | +2.1% | 63,140 | 0.0% | 0.48% | -3.6% |
| Q2 2020 | $1,789,000 | -4.0% | 63,140 | -18.1% | 0.50% | -18.6% |
| Q1 2020 | $1,863,000 | -38.3% | 77,100 | -2.8% | 0.61% | -18.8% |
| Q4 2019 | $3,018,000 | +4.8% | 79,350 | 0.0% | 0.75% | -4.7% |
| Q3 2019 | $2,881,000 | -2.3% | 79,350 | -2.6% | 0.79% | -5.3% |
| Q2 2019 | $2,949,000 | +1.1% | 81,471 | 0.0% | 0.83% | -1.8% |
| Q1 2019 | $2,916,000 | +12.6% | 81,471 | -0.5% | 0.85% | +1.6% |
| Q4 2018 | $2,589,000 | -17.3% | 81,861 | -3.6% | 0.83% | -5.9% |
| Q3 2018 | $3,131,000 | +1.7% | 84,891 | -1.3% | 0.88% | -3.5% |
| Q2 2018 | $3,078,000 | +4.9% | 85,976 | 0.0% | 0.92% | +1.9% |
| Q1 2018 | $2,934,000 | -0.5% | 85,976 | +2.8% | 0.90% | -3.4% |
| Q4 2017 | $2,949,000 | +6.0% | 83,601 | +200.5% | 0.93% | +2.5% |
| Q3 2017 | $2,781,000 | +10.3% | 27,822 | +7.8% | 0.91% | +4.7% |
| Q2 2017 | $2,522,000 | +9.7% | 25,797 | +9.4% | 0.87% | +7.3% |
| Q1 2017 | $2,300,000 | +8.6% | 23,582 | +5.1% | 0.81% | +3.3% |
| Q4 2016 | $2,117,000 | +71.0% | 22,432 | +64.6% | 0.78% | +60.8% |
| Q3 2016 | $1,238,000 | +96.8% | 13,627 | +93.9% | 0.49% | +88.8% |
| Q2 2016 | $629,000 | +70.0% | 7,027 | +63.5% | 0.26% | +57.3% |
| Q1 2016 | $370,000 | +9.5% | 4,297 | +2.4% | 0.16% | +7.9% |
| Q4 2015 | $338,000 | +7.0% | 4,197 | +3.1% | 0.15% | +15.2% |
| Q3 2015 | $316,000 | +20.2% | 4,072 | +28.0% | 0.13% | +24.5% |
| Q2 2015 | $263,000 | +1.9% | 3,182 | +6.2% | 0.11% | +1.0% |
| Q1 2015 | $258,000 | +4.9% | 2,995 | +1.9% | 0.10% | 0.0% |
| Q4 2014 | $246,000 | +7.0% | 2,940 | 0.0% | 0.10% | +1.0% |
| Q3 2014 | $230,000 | -4.2% | 2,940 | 0.0% | 0.10% | -20.0% |
| Q2 2014 | $240,000 | +32.6% | 2,940 | +25.4% | 0.13% | +25.0% |
| Q1 2014 | $181,000 | +10.4% | 2,345 | +6.8% | 0.10% | +3.0% |
| Q4 2013 | $164,000 | – | 2,195 | – | 0.10% | – |
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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 Wealth, 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% |