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 | $864,256 | -3.5% | 21,100 | -0.9% | 0.10% | -2.0% |
| Q2 2023 | $895,665 | +2.4% | 21,300 | -0.2% | 0.10% | +1.0% |
| Q1 2023 | $874,923 | -2.0% | 21,350 | -1.6% | 0.10% | -1.9% |
| Q4 2022 | $892,738 | +9.3% | 21,700 | 0.0% | 0.10% | -1.0% |
| Q3 2022 | $817,000 | -3.8% | 21,700 | -0.4% | 0.10% | +1.0% |
| Q2 2022 | $849,000 | -12.2% | 21,780 | 0.0% | 0.10% | -1.9% |
| Q1 2022 | $967,000 | -0.4% | 21,780 | -0.5% | 0.10% | +8.2% |
| Q4 2021 | $971,000 | +7.1% | 21,880 | 0.0% | 0.10% | -46.1% |
| Q3 2021 | $907,000 | -1.2% | 21,880 | 0.0% | 0.18% | -0.6% |
| Q2 2021 | $918,000 | +3.8% | 21,880 | 0.0% | 0.18% | -2.7% |
| Q1 2021 | $884,000 | +12.0% | 21,880 | -3.4% | 0.19% | +5.1% |
| Q4 2020 | $789,000 | +16.2% | 22,659 | -3.5% | 0.18% | +4.1% |
| Q3 2020 | $679,000 | -2.6% | 23,486 | -4.5% | 0.17% | -9.6% |
| Q2 2020 | $697,000 | +2.2% | 24,591 | -12.9% | 0.19% | -10.9% |
| Q1 2020 | $682,000 | -37.2% | 28,248 | -1.1% | 0.21% | -24.6% |
| Q4 2019 | $1,086,000 | +2.7% | 28,555 | -1.9% | 0.28% | -6.0% |
| Q3 2019 | $1,057,000 | -0.4% | 29,097 | -0.7% | 0.30% | -2.9% |
| Q2 2019 | $1,061,000 | -8.3% | 29,301 | -9.4% | 0.31% | -13.8% |
| Q1 2019 | $1,157,000 | +1.2% | 32,325 | -10.6% | 0.36% | -9.2% |
| Q4 2018 | $1,143,000 | -13.8% | 36,149 | +0.5% | 0.39% | -6.7% |
| Q3 2018 | $1,326,000 | +6.6% | 35,961 | +3.5% | 0.42% | -2.3% |
| Q2 2018 | $1,244,000 | +6.2% | 34,759 | +1.3% | 0.43% | -7.3% |
| Q1 2018 | $1,171,000 | -24.1% | 34,310 | -21.5% | 0.46% | -22.7% |
| Q4 2017 | $1,542,000 | -8.2% | 43,720 | +160.1% | 0.60% | -11.2% |
| Q3 2017 | $1,680,000 | +4.5% | 16,810 | +2.2% | 0.68% | -1.0% |
| Q2 2017 | $1,608,000 | +6.7% | 16,447 | +6.4% | 0.68% | 0.0% |
| Q1 2017 | $1,507,000 | +12.5% | 15,453 | +8.8% | 0.68% | +2.1% |
| Q4 2016 | $1,340,000 | +4.3% | 14,202 | +0.4% | 0.67% | -5.2% |
| Q3 2016 | $1,285,000 | +15.7% | 14,145 | +13.9% | 0.71% | +8.4% |
| Q2 2016 | $1,111,000 | – | 12,415 | – | 0.65% | – |
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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% |