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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $164,000 | -12.3% | 4,216 | 0.0% | 0.12% | +1.8% |
| Q1 2022 | $187,000 | +6.9% | 4,216 | 0.0% | 0.11% | +9.6% |
| Q3 2021 | $175,000 | -1.1% | 4,216 | 0.0% | 0.10% | -1.9% |
| Q2 2021 | $177,000 | -2.7% | 4,216 | -6.2% | 0.11% | +30.9% |
| Q1 2021 | $182,000 | +7.1% | 4,496 | -7.9% | 0.08% | -31.9% |
| Q4 2020 | $170,000 | +23.2% | 4,880 | 0.0% | 0.12% | -4.0% |
| Q2 2020 | $138,000 | +16.9% | 4,880 | 0.0% | 0.12% | -5.3% |
| Q1 2020 | $118,000 | -45.9% | 4,880 | -14.8% | 0.13% | -33.8% |
| Q4 2019 | $218,000 | +20.4% | 5,725 | +14.6% | 0.20% | +6.5% |
| Q3 2019 | $181,000 | +9.0% | 4,995 | +8.6% | 0.19% | +6.9% |
| Q2 2019 | $166,000 | -95.8% | 4,598 | -96.9% | 0.17% | -41.2% |
| Q1 2019 | $3,981,000 | – | 146,018 | – | 0.30% | – |
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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% |