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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,544 | -99.9% | 61,846 | 0.0% | 1.06% | -2.8% |
| Q3 2022 | $2,330,000 | -5.4% | 61,846 | -2.2% | 1.10% | +0.1% |
| Q2 2022 | $2,464,000 | -12.3% | 63,216 | 0.0% | 1.10% | -5.8% |
| Q1 2022 | $2,808,000 | +0.0% | 63,216 | -0.1% | 1.16% | +15.5% |
| Q4 2021 | $2,807,000 | +4.0% | 63,286 | -2.8% | 1.01% | -12.1% |
| Q3 2021 | $2,700,000 | +2.3% | 65,139 | -0.3% | 1.15% | -8.5% |
| Q1 2021 | $2,640,000 | -23.9% | 65,319 | -34.5% | 1.25% | -30.4% |
| Q4 2020 | $3,469,000 | +19.6% | 99,658 | -0.7% | 1.80% | +9.8% |
| Q3 2020 | $2,901,000 | -7.3% | 100,314 | -9.2% | 1.64% | -12.5% |
| Q2 2020 | $3,131,000 | +17.2% | 110,465 | -0.1% | 1.88% | +0.2% |
| Q1 2020 | $2,672,000 | -36.8% | 110,614 | -0.5% | 1.87% | -33.6% |
| Q4 2019 | $4,229,000 | – | 111,159 | – | 2.82% | – |
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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% |