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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,951 | -5.0% | 700 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $29,435 | +5.3% | 700 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $27,944 | -3.0% | 700 | 0.0% | 0.00% | -50.0% |
| Q4 2022 | $28,798 | -0.7% | 700 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $29,000 | -43.1% | 700 | -46.2% | 0.00% | -50.0% |
| Q2 2022 | $51,000 | +104.0% | 1,300 | +116.7% | 0.00% | +100.0% |
| Q1 2022 | $25,000 | +19.0% | 600 | +18.6% | 0.00% | 0.0% |
| Q3 2021 | $21,000 | 0.0% | 506 | +0.6% | 0.00% | 0.0% |
| Q2 2021 | $21,000 | -16.0% | 503 | -19.6% | 0.00% | -33.3% |
| Q1 2021 | $25,000 | -93.2% | 626 | -93.5% | 0.00% | -94.6% |
| Q4 2019 | $368,000 | -5.2% | 9,675 | -9.4% | 0.06% | -12.5% |
| Q3 2019 | $388,000 | -2.3% | 10,675 | -2.7% | 0.06% | -15.8% |
| Q2 2019 | $397,000 | +278.1% | 10,975 | +275.9% | 0.08% | +204.0% |
| Q1 2019 | $105,000 | +45.8% | 2,920 | +28.6% | 0.02% | +38.9% |
| Q4 2018 | $72,000 | -14.3% | 2,270 | 0.0% | 0.02% | -5.3% |
| Q3 2018 | $84,000 | +40.0% | 2,270 | +35.9% | 0.02% | +26.7% |
| Q2 2018 | $60,000 | +650.0% | 1,670 | +581.6% | 0.02% | +650.0% |
| Q1 2018 | $8,000 | -11.1% | 245 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $9,000 | +12.5% | 245 | +202.5% | 0.00% | -33.3% |
| Q3 2017 | $8,000 | 0.0% | 81 | 0.0% | 0.00% | -25.0% |
| Q2 2017 | $8,000 | 0.0% | 81 | +1.2% | 0.00% | 0.0% |
| Q1 2017 | $8,000 | 0.0% | 80 | 0.0% | 0.00% | -20.0% |
| Q4 2016 | $8,000 | – | 80 | – | 0.01% | – |
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% |