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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $416,934 | -68.2% | 10,179 | -51.9% | 0.02% | -34.5% |
| Q2 2023 | $1,311,206 | +35.3% | 21,164 | +78.8% | 0.03% | -31.0% |
| Q1 2023 | $968,978 | +75719.9% | 11,837 | -24.0% | 0.04% | +23.5% |
| Q4 2022 | $1,278 | -99.9% | 15,585 | -0.2% | 0.03% | +3.0% |
| Q3 2022 | $1,281,000 | -2.6% | 15,612 | -2.8% | 0.03% | -19.5% |
| Q2 2022 | $1,315,000 | -45.3% | 16,063 | -45.3% | 0.04% | +36.7% |
| Q1 2022 | $2,403,000 | +308.0% | 29,340 | +121.0% | 0.03% | +150.0% |
| Q4 2021 | $589,000 | -0.2% | 13,277 | -6.8% | 0.01% | 0.0% |
| Q3 2021 | $590,000 | +22.7% | 14,244 | +24.0% | 0.01% | +20.0% |
| Q2 2021 | $481,000 | -49.3% | 11,484 | -51.2% | 0.01% | -44.4% |
| Q1 2021 | $949,000 | -2.9% | 23,532 | -16.4% | 0.02% | -55.0% |
| Q4 2020 | $977,000 | +18.1% | 28,147 | -1.7% | 0.04% | -18.4% |
| Q3 2020 | $827,000 | +31.1% | 28,643 | +26.9% | 0.05% | -2.0% |
| Q2 2020 | $631,000 | +11.3% | 22,578 | -0.6% | 0.05% | -12.3% |
| Q1 2020 | $567,000 | -37.9% | 22,713 | -5.6% | 0.06% | -17.4% |
| Q4 2019 | $913,000 | -63.9% | 24,059 | -65.6% | 0.07% | -59.2% |
| Q3 2019 | $2,529,000 | +7.3% | 69,915 | +6.1% | 0.17% | -47.5% |
| Q1 2019 | $2,358,000 | -16.8% | 65,911 | -27.1% | 0.32% | +86.1% |
| Q4 2018 | $2,833,000 | +7.3% | 90,356 | +26.2% | 0.17% | +60.2% |
| Q3 2018 | $2,640,000 | +1.0% | 71,576 | -1.9% | 0.11% | -1.8% |
| Q2 2018 | $2,613,000 | +4.1% | 72,998 | +2.6% | 0.11% | -3.5% |
| Q1 2018 | $2,509,000 | 0.0% | 71,124 | 0.0% | 0.11% | 0.0% |
| Q4 2017 | $2,509,000 | +31.6% | 71,124 | +273.0% | 0.11% | +50.0% |
| Q3 2017 | $1,906,000 | +144.7% | 19,067 | +139.1% | 0.08% | +130.3% |
| Q2 2017 | $779,000 | +28.1% | 7,973 | +27.9% | 0.03% | +26.9% |
| Q1 2017 | $608,000 | +64.8% | 6,236 | +59.4% | 0.03% | +44.4% |
| Q4 2016 | $369,000 | +59.7% | 3,912 | +54.2% | 0.02% | +50.0% |
| Q3 2016 | $231,000 | -3.3% | 2,537 | -5.1% | 0.01% | -7.7% |
| Q2 2016 | $239,000 | -89.9% | 2,673 | -95.9% | 0.01% | -96.0% |
| Q1 2016 | $2,358,000 | +2520.0% | 65,911 | +5795.4% | 0.32% | +5266.7% |
| Q4 2015 | $90,000 | – | 1,118 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,048,666 | $43,142,110 | 9.15% |
| Melone Private Wealth, LLC | 229,395 | $9,437,293 | 8.00% |
| IAG Wealth Partners, LLC | 466,556 | $19,194,105 | 5.66% |
| Linscomb & Williams, Inc. | 2,269,083 | $93,350,068 | 4.74% |
| Marion Wealth Management | 204,102 | $8,396,767 | 3.54% |
| RiverTree Advisors, LLC | 95,332 | $3,921,958 | 3.22% |
| Concord Wealth Partners | 230,481 | $9,481,988 | 2.85% |
| Private Wealth Strategies, L.L.C. | 248,166 | $10,209,361 | 2.72% |
| DB Wealth Management Group, LLC | 97,840 | $4,025,128 | 2.61% |
| Bickling Financial Services, Inc. | 99,589 | $4,097,085 | 2.56% |