WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 305 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,103,901 | -74.4% | 26,951 | -73.7% | 0.05% | -69.5% |
| Q2 2023 | $4,317,070 | +3.0% | 102,665 | +0.4% | 0.15% | -5.5% |
| Q1 2023 | $4,189,562 | -7.5% | 102,234 | -7.2% | 0.16% | -14.2% |
| Q4 2022 | $4,529,983 | +3.9% | 110,111 | -4.9% | 0.19% | -3.6% |
| Q3 2022 | $4,359,000 | -10.2% | 115,736 | -7.1% | 0.20% | -9.6% |
| Q2 2022 | $4,855,000 | -11.3% | 124,559 | +1.1% | 0.22% | -0.5% |
| Q1 2022 | $5,471,000 | +229.2% | 123,185 | +228.7% | 0.22% | +157.6% |
| Q4 2021 | $1,662,000 | -3.5% | 37,476 | -8.7% | 0.08% | -1.2% |
| Q2 2021 | $1,721,757 | +4.5% | 41,043 | +0.7% | 0.09% | -9.5% |
| Q1 2021 | $1,647,518 | +21.5% | 40,760 | +4.7% | 0.10% | +6.7% |
| Q4 2020 | $1,355,772 | +19.5% | 38,948 | -0.7% | 0.09% | -2.2% |
| Q3 2020 | $1,134,660 | +4.6% | 39,234 | +2.5% | 0.09% | -2.2% |
| Q2 2020 | $1,084,999 | +18.4% | 38,285 | +0.9% | 0.09% | -7.0% |
| Q1 2020 | $916,541 | -44.3% | 37,936 | -12.4% | 0.10% | -29.1% |
| Q4 2019 | $1,646,791 | +5.4% | 43,291 | +0.6% | 0.14% | -6.0% |
| Q3 2019 | $1,562,305 | +1.5% | 43,027 | +147.7% | 0.15% | +7.1% |
| Q2 2019 | $1,538,722 | +1.7% | 17,373 | -58.9% | 0.14% | -15.2% |
| Q1 2019 | $1,513,666 | +23.9% | 42,293 | +9.5% | 0.16% | +3.8% |
| Q4 2018 | $1,222,025 | -13.2% | 38,635 | +1.2% | 0.16% | -0.6% |
| Q3 2018 | $1,408,078 | +12.6% | 38,180 | +9.3% | 0.16% | -1.2% |
| Q2 2018 | $1,250,136 | +7.5% | 34,920 | +2.4% | 0.16% | -4.7% |
| Q1 2018 | $1,163,048 | -2.1% | 34,087 | +1.2% | 0.17% | 0.0% |
| Q4 2017 | $1,188,230 | +7.3% | 33,680 | +204.1% | 0.17% | -5.0% |
| Q3 2017 | $1,107,046 | +6.8% | 11,076 | +4.5% | 0.18% | -8.2% |
| Q2 2017 | $1,036,541 | +3.6% | 10,604 | +3.3% | 0.20% | -11.4% |
| Q1 2017 | $1,000,950 | +31.5% | 10,263 | +27.3% | 0.22% | +15.2% |
| Q4 2016 | $760,986 | +6.2% | 8,063 | +2.3% | 0.19% | -1.5% |
| Q3 2016 | $716,225 | +11.4% | 7,881 | +9.7% | 0.19% | -0.5% |
| Q2 2016 | $642,879 | -24.0% | 7,183 | -26.9% | 0.20% | -32.5% |
| Q1 2016 | $845,945 | – | 9,824 | – | 0.29% | – |
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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 Wealth, 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% |