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 | $6,907,197 | -15.4% | 168,633 | -13.1% | 0.38% | -10.2% |
| Q2 2023 | $8,163,209 | -2.7% | 194,131 | -5.2% | 0.42% | -5.4% |
| Q1 2023 | $8,390,352 | -1.8% | 204,696 | -1.5% | 0.45% | -13.9% |
| Q4 2022 | $8,547,307 | +13.6% | 207,761 | +4.0% | 0.52% | -0.6% |
| Q3 2022 | $7,523,000 | -0.4% | 199,696 | +3.1% | 0.52% | -8.4% |
| Q2 2022 | $7,552,000 | -9.3% | 193,740 | +3.4% | 0.57% | -14.5% |
| Q1 2022 | $8,326,000 | +4.4% | 187,438 | +4.2% | 0.67% | +5.2% |
| Q4 2021 | $7,978,000 | +9.5% | 179,849 | +2.3% | 0.63% | +6.6% |
| Q3 2021 | $7,288,000 | +14.8% | 175,832 | +16.1% | 0.60% | +14.0% |
| Q2 2021 | $6,351,000 | -10.9% | 151,398 | -14.2% | 0.52% | -18.1% |
| Q1 2021 | $7,131,000 | -14.5% | 176,402 | -26.4% | 0.64% | -20.7% |
| Q4 2020 | $8,341,000 | +6.7% | 239,613 | -11.4% | 0.80% | -4.9% |
| Q3 2020 | $7,819,000 | +8492.3% | 270,367 | +8325.3% | 0.84% | +6933.3% |
| Q2 2020 | $91,000 | +44.4% | 3,209 | +23.8% | 0.01% | +20.0% |
| Q1 2020 | $63,000 | -99.2% | 2,592 | -98.8% | 0.01% | -99.3% |
| Q4 2019 | $8,222,000 | -0.0% | 216,129 | -4.6% | 1.44% | +8.0% |
| Q3 2019 | $8,224,000 | -4.1% | 226,486 | -4.4% | 1.33% | -2.4% |
| Q2 2019 | $8,578,000 | +33.8% | 236,965 | +32.3% | 1.36% | +20.3% |
| Q1 2019 | $6,412,000 | -24.0% | 179,153 | -32.8% | 1.13% | -36.5% |
| Q4 2018 | $8,437,000 | +173.2% | 266,751 | +218.6% | 1.78% | +74.4% |
| Q3 2018 | $3,088,000 | -27.0% | 83,730 | -30.2% | 1.02% | +2.7% |
| Q2 2018 | $4,233,000 | – | 120,006 | – | 0.99% | – |
Download | ||||||
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% |