WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 359 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.32 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $304,805 | -11.6% | 7,442 | -9.2% | 0.02% | -11.1% |
| Q2 2023 | $344,748 | +13.4% | 8,199 | +10.5% | 0.02% | 0.0% |
| Q1 2023 | $304,015 | +9.2% | 7,419 | +9.7% | 0.02% | +5.9% |
| Q4 2022 | $278,315 | +37.1% | 6,765 | +25.2% | 0.02% | +21.4% |
| Q3 2022 | $203,000 | -30.7% | 5,404 | -27.3% | 0.01% | 0.0% |
| Q2 2022 | $293,000 | -20.6% | 7,432 | -10.6% | 0.01% | -12.5% |
| Q1 2022 | $369,000 | -17.4% | 8,316 | -17.6% | 0.02% | -5.9% |
| Q4 2021 | $447,000 | -1.3% | 10,090 | -6.4% | 0.02% | 0.0% |
| Q3 2021 | $453,000 | -3.8% | 10,783 | -3.5% | 0.02% | -5.6% |
| Q2 2021 | $471,000 | -0.2% | 11,169 | -0.5% | 0.02% | +38.5% |
| Q1 2021 | $472,000 | -11.3% | 11,227 | -14.7% | 0.01% | -38.1% |
| Q4 2020 | $532,000 | +14.2% | 13,160 | -19.7% | 0.02% | -12.5% |
| Q3 2020 | $466,000 | -16.6% | 16,389 | -20.0% | 0.02% | -22.6% |
| Q2 2020 | $559,000 | +9.2% | 20,499 | -3.2% | 0.03% | -8.8% |
| Q1 2020 | $512,000 | -71.2% | 21,169 | -54.9% | 0.03% | -64.2% |
| Q4 2019 | $1,780,000 | +23.9% | 46,920 | +18.0% | 0.10% | +10.5% |
| Q3 2019 | $1,437,000 | +92.1% | 39,769 | +92.3% | 0.09% | +87.0% |
| Q2 2019 | $748,000 | +6.1% | 20,686 | +5.0% | 0.05% | -2.1% |
| Q1 2019 | $705,000 | +94.8% | 19,709 | +70.3% | 0.05% | +74.1% |
| Q4 2018 | $362,000 | -14.6% | 11,575 | +0.6% | 0.03% | -3.6% |
| Q3 2018 | $424,000 | +1.7% | 11,506 | -1.2% | 0.03% | -15.2% |
| Q2 2018 | $417,000 | +48.9% | 11,648 | +41.6% | 0.03% | +37.5% |
| Q1 2018 | $280,000 | -10.3% | 8,228 | -7.2% | 0.02% | -14.3% |
| Q4 2017 | $312,000 | +7.6% | 8,863 | +205.3% | 0.03% | -3.4% |
| Q3 2017 | $290,000 | -9.1% | 2,903 | -11.3% | 0.03% | -12.1% |
| Q2 2017 | $319,000 | -5.1% | 3,271 | -5.2% | 0.03% | -5.7% |
| Q1 2017 | $336,000 | +24.0% | 3,450 | +20.0% | 0.04% | -2.8% |
| Q4 2016 | $271,000 | +3.8% | 2,876 | -0.1% | 0.04% | +2.9% |
| Q3 2016 | $261,000 | +1.6% | 2,880 | +0.2% | 0.04% | -5.4% |
| Q2 2016 | $257,000 | +5.3% | 2,873 | +1.3% | 0.04% | 0.0% |
| Q1 2016 | $244,000 | – | 2,835 | – | 0.04% | – |
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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% |