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 | $300,085 | -47.2% | 7,326 | -45.8% | 0.06% | -42.1% |
| Q2 2023 | $568,139 | -3.6% | 13,511 | -6.0% | 0.11% | -10.1% |
| Q1 2023 | $589,160 | -3.0% | 14,377 | -2.6% | 0.12% | +45.1% |
| Q4 2022 | $607,127 | +31.4% | 14,758 | +20.2% | 0.08% | -27.4% |
| Q3 2022 | $462,000 | +10.0% | 12,274 | +13.8% | 0.11% | +32.9% |
| Q2 2022 | $420,000 | +12.6% | 10,783 | +28.5% | 0.08% | +28.8% |
| Q1 2022 | $373,000 | +20.7% | 8,389 | +20.6% | 0.07% | +29.4% |
| Q4 2021 | $309,000 | +6.2% | 6,956 | -0.9% | 0.05% | -1.9% |
| Q3 2021 | $291,000 | -6.4% | 7,020 | -5.2% | 0.05% | -8.8% |
| Q2 2021 | $311,000 | -7.2% | 7,407 | -10.6% | 0.06% | -26.0% |
| Q1 2021 | $335,000 | -32.2% | 8,284 | -41.6% | 0.08% | -37.9% |
| Q4 2020 | $494,000 | +9.8% | 14,178 | -8.9% | 0.12% | -15.1% |
| Q3 2020 | $450,000 | +0.7% | 15,570 | -1.2% | 0.15% | -14.6% |
| Q2 2020 | $447,000 | -5.7% | 15,765 | -19.6% | 0.17% | -21.2% |
| Q1 2020 | $474,000 | -21.4% | 19,599 | +23.5% | 0.22% | -4.0% |
| Q4 2019 | $603,000 | +48.5% | 15,864 | +41.7% | 0.23% | +23.5% |
| Q3 2019 | $406,000 | -4.7% | 11,195 | -4.7% | 0.18% | -0.5% |
| Q2 2019 | $426,000 | +10.6% | 11,752 | +9.2% | 0.18% | -6.6% |
| Q1 2019 | $385,000 | +34.6% | 10,766 | +19.1% | 0.20% | +4.8% |
| Q4 2018 | $286,000 | +26.5% | 9,037 | +47.7% | 0.19% | +39.3% |
| Q3 2018 | $226,000 | +303.6% | 6,118 | +293.4% | 0.14% | +125.0% |
| Q2 2018 | $56,000 | -56.9% | 1,555 | -59.9% | 0.06% | -37.5% |
| Q1 2018 | $130,000 | -6.5% | 3,882 | -0.9% | 0.10% | -7.7% |
| Q4 2017 | $139,000 | +9.4% | 3,919 | +209.6% | 0.10% | -8.0% |
| Q3 2017 | $127,000 | +4.1% | 1,266 | +0.6% | 0.11% | -11.0% |
| Q2 2017 | $122,000 | -1.6% | 1,258 | -2.2% | 0.13% | -3.1% |
| Q1 2017 | $124,000 | +1.6% | 1,286 | +0.5% | 0.13% | -21.6% |
| Q4 2016 | $122,000 | – | 1,280 | – | 0.17% | – |
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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 & Williams, 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% |