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 | $18,025,147 | -2.2% | 440,067 | +0.4% | 2.32% | +8.2% |
| Q2 2023 | $18,436,972 | +9.4% | 438,454 | +6.6% | 2.14% | -0.0% |
| Q1 2023 | $16,856,603 | +0.8% | 411,337 | +1.2% | 2.14% | -2.6% |
| Q4 2022 | $16,719,581 | +49.8% | 406,407 | +37.2% | 2.20% | +31.1% |
| Q3 2022 | $11,161,000 | -3.7% | 296,293 | -0.4% | 1.68% | -0.3% |
| Q2 2022 | $11,595,000 | +716.5% | 297,466 | +830.3% | 1.68% | +754.8% |
| Q1 2022 | $1,420,000 | -1.9% | 31,975 | -2.0% | 0.20% | -3.4% |
| Q4 2021 | $1,447,000 | +6.9% | 32,613 | -0.2% | 0.20% | -2.9% |
| Q3 2021 | $1,354,000 | -1.6% | 32,677 | -0.3% | 0.21% | -3.7% |
| Q2 2021 | $1,376,000 | -1.6% | 32,791 | -5.2% | 0.22% | -14.5% |
| Q1 2021 | $1,398,000 | -16.6% | 34,585 | -28.2% | 0.26% | -18.0% |
| Q4 2020 | $1,677,000 | -69.6% | 48,162 | -74.7% | 0.31% | -76.0% |
| Q3 2020 | $5,509,000 | -11.1% | 190,493 | -12.9% | 1.29% | -19.5% |
| Q2 2020 | $6,199,000 | +31.1% | 218,735 | +11.7% | 1.61% | +9.5% |
| Q1 2020 | $4,729,000 | -5.5% | 195,757 | +48.8% | 1.47% | +52.4% |
| Q4 2019 | $5,003,000 | – | 131,522 | – | 0.96% | – |
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% |