WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 347 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $68,697,498 | -7.1% | 1,677,185 | -4.7% | 0.02% | -4.0% |
| Q2 2023 | $73,984,830 | +0.9% | 1,759,449 | -1.7% | 0.02% | -7.4% |
| Q1 2023 | $73,356,372 | +4.5% | 1,790,053 | +4.9% | 0.03% | +3.8% |
| Q4 2022 | $70,226,885 | +9.9% | 1,707,022 | +0.6% | 0.03% | -7.1% |
| Q3 2022 | $63,904,000 | +7.9% | 1,696,433 | +11.6% | 0.03% | +16.7% |
| Q2 2022 | $59,248,000 | -12.3% | 1,519,963 | -0.1% | 0.02% | +4.3% |
| Q1 2022 | $67,561,000 | +2.2% | 1,520,954 | +2.0% | 0.02% | +21.1% |
| Q4 2021 | $66,114,000 | +9.0% | 1,490,404 | +1.9% | 0.02% | 0.0% |
| Q3 2021 | $60,641,000 | -2.1% | 1,462,995 | -0.9% | 0.02% | -5.0% |
| Q2 2021 | $61,923,000 | +4.5% | 1,476,120 | +0.7% | 0.02% | 0.0% |
| Q1 2021 | $59,266,000 | +10.5% | 1,466,242 | -4.9% | 0.02% | +11.1% |
| Q4 2020 | $53,643,000 | +3.2% | 1,541,033 | -14.2% | 0.02% | -10.0% |
| Q3 2020 | $51,963,000 | -9.4% | 1,796,799 | -11.3% | 0.02% | -16.7% |
| Q2 2020 | $57,383,000 | -22.1% | 2,024,792 | -33.6% | 0.02% | -31.4% |
| Q1 2020 | $73,636,000 | -44.6% | 3,047,850 | -12.8% | 0.04% | -23.9% |
| Q4 2019 | $133,021,000 | +5.2% | 3,496,859 | +0.4% | 0.05% | -6.1% |
| Q3 2019 | $126,464,000 | -3.4% | 3,482,885 | -3.7% | 0.05% | -2.0% |
| Q2 2019 | $130,894,000 | +2.0% | 3,615,846 | +0.9% | 0.05% | -5.7% |
| Q1 2019 | $128,279,000 | +16.8% | 3,584,209 | +3.2% | 0.05% | +6.0% |
| Q4 2018 | $109,866,000 | +5.2% | 3,473,462 | +22.6% | 0.05% | +22.0% |
| Q3 2018 | $104,449,000 | +8.0% | 2,832,135 | +4.9% | 0.04% | -2.4% |
| Q2 2018 | $96,689,000 | +3.2% | 2,700,815 | -1.6% | 0.04% | +5.0% |
| Q1 2018 | $93,664,000 | -0.6% | 2,745,131 | +2.7% | 0.04% | +2.6% |
| Q4 2017 | $94,266,000 | +8.9% | 2,671,956 | +208.4% | 0.04% | -2.5% |
| Q3 2017 | $86,599,000 | -5.6% | 866,422 | -7.7% | 0.04% | -14.9% |
| Q2 2017 | $91,734,000 | +2.9% | 938,451 | +2.7% | 0.05% | -4.1% |
| Q1 2017 | $89,140,000 | +18.9% | 913,971 | +15.0% | 0.05% | +19.5% |
| Q4 2016 | $74,988,000 | +28.3% | 794,531 | +23.6% | 0.04% | +17.1% |
| Q3 2016 | $58,432,000 | +2.0% | 642,954 | +0.4% | 0.04% | -2.8% |
| Q2 2016 | $57,290,000 | +5.2% | 640,108 | +1.2% | 0.04% | 0.0% |
| Q1 2016 | $54,456,000 | -8.4% | 632,403 | -14.4% | 0.04% | -7.7% |
| Q4 2015 | $59,465,000 | +2.8% | 738,600 | -0.8% | 0.04% | -4.9% |
| Q3 2015 | $57,824,000 | +1.0% | 744,578 | +7.5% | 0.04% | +7.9% |
| Q2 2015 | $57,249,000 | -5.6% | 692,669 | -1.7% | 0.04% | -9.5% |
| Q1 2015 | $60,636,000 | +18.9% | 704,418 | +15.7% | 0.04% | +16.7% |
| Q4 2014 | $50,999,000 | – | 609,014 | – | 0.04% | – |
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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% |