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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $237,830 | -27.5% | 5,781 | -33.6% | 0.01% | -33.3% |
| Q3 2022 | $328,000 | -24.4% | 8,703 | -21.8% | 0.01% | -18.2% |
| Q2 2022 | $434,000 | -27.2% | 11,132 | -17.0% | 0.01% | -15.4% |
| Q1 2022 | $596,000 | -28.8% | 13,407 | -29.0% | 0.01% | -31.6% |
| Q4 2021 | $837,000 | +8.0% | 18,877 | +1.0% | 0.02% | -5.0% |
| Q3 2021 | $775,000 | -8.5% | 18,695 | -7.4% | 0.02% | -4.8% |
| Q2 2021 | $847,000 | +3.7% | 20,186 | -0.2% | 0.02% | -8.7% |
| Q1 2021 | $817,000 | -69.3% | 20,224 | -73.5% | 0.02% | -70.9% |
| Q4 2020 | $2,659,000 | +23.1% | 76,388 | +2.3% | 0.08% | +11.3% |
| Q3 2020 | $2,160,000 | -1.1% | 74,697 | -3.1% | 0.07% | -9.0% |
| Q2 2020 | $2,184,000 | +30.0% | 77,079 | +10.9% | 0.08% | +1.3% |
| Q1 2020 | $1,680,000 | -31.3% | 69,532 | +8.1% | 0.08% | -19.8% |
| Q4 2019 | $2,447,000 | +7.5% | 64,316 | +2.6% | 0.10% | -2.0% |
| Q3 2019 | $2,276,000 | +15.4% | 62,682 | +15.1% | 0.10% | +15.3% |
| Q2 2019 | $1,972,000 | +22.0% | 54,481 | +20.6% | 0.08% | +16.4% |
| Q1 2019 | $1,617,000 | +49.6% | 45,179 | +32.2% | 0.07% | +30.4% |
| Q4 2018 | $1,081,000 | -18.4% | 34,177 | -4.8% | 0.06% | -5.1% |
| Q3 2018 | $1,324,000 | +17.8% | 35,902 | +14.3% | 0.06% | +18.0% |
| Q2 2018 | $1,124,000 | +2.2% | 31,410 | -2.6% | 0.05% | +8.7% |
| Q1 2018 | $1,100,000 | +103.3% | 32,232 | +110.0% | 0.05% | +91.7% |
| Q4 2017 | $541,000 | +2.3% | 15,347 | +190.1% | 0.02% | -4.0% |
| Q3 2017 | $529,000 | +31.3% | 5,290 | +28.4% | 0.02% | +19.0% |
| Q2 2017 | $403,000 | +52.1% | 4,119 | +51.5% | 0.02% | +40.0% |
| Q1 2017 | $265,000 | +13.2% | 2,718 | +9.6% | 0.02% | 0.0% |
| Q4 2016 | $234,000 | – | 2,479 | – | 0.02% | – |
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% |