WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 260 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $496,028 | -6.8% | 13,168 | -3.5% | 0.02% | -4.5% |
| Q2 2022 | $532,000 | -13.6% | 13,648 | -1.6% | 0.02% | +4.8% |
| Q1 2022 | $615,834 | -3.8% | 13,864 | -3.9% | 0.02% | -4.5% |
| Q4 2021 | $640,150 | -1.5% | 14,431 | -7.9% | 0.02% | -8.3% |
| Q3 2021 | $649,777 | -5.3% | 15,676 | -4.1% | 0.02% | -11.1% |
| Q2 2021 | $685,988 | -2.2% | 16,353 | -5.7% | 0.03% | -12.9% |
| Q1 2021 | $701,067 | +7.5% | 17,345 | -7.4% | 0.03% | -6.1% |
| Q4 2020 | $652,184 | +3.1% | 18,736 | -14.3% | 0.03% | -8.3% |
| Q3 2020 | $632,321 | -7.3% | 21,864 | -9.1% | 0.04% | -18.2% |
| Q2 2020 | $681,788 | -0.3% | 24,057 | -15.0% | 0.04% | -22.8% |
| Q1 2020 | $683,582 | -42.2% | 28,294 | -9.0% | 0.06% | -32.1% |
| Q4 2019 | $1,182,696 | +11.2% | 31,091 | +6.1% | 0.08% | -3.4% |
| Q3 2019 | $1,063,562 | +5.6% | 29,291 | +5.2% | 0.09% | +2.4% |
| Q2 2019 | $1,007,593 | +4.1% | 27,834 | +2.9% | 0.08% | -6.6% |
| Q1 2019 | $968,276 | +18.8% | 27,054 | +5.0% | 0.09% | -9.9% |
| Q4 2018 | $815,263 | -2.6% | 25,775 | +13.6% | 0.10% | +5.2% |
| Q3 2018 | $836,697 | +6.0% | 22,687 | +2.9% | 0.10% | -10.3% |
| Q2 2018 | $789,318 | +5.7% | 22,048 | +0.7% | 0.11% | -3.6% |
| Q1 2018 | $746,989 | -5.5% | 21,893 | -2.3% | 0.11% | -11.2% |
| Q4 2017 | $790,378 | – | 22,403 | – | 0.12% | – |
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 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% |