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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $218 | +3.8% | 5,213 | +0.1% | 0.00% | -100.0% |
| Q1 2023 | $210 | -3.7% | 5,206 | -1.4% | 0.00% | 0.0% |
| Q4 2022 | $218 | -99.9% | 5,278 | -12.5% | 0.00% | 0.0% |
| Q3 2022 | $229,000 | -2.6% | 6,032 | +0.0% | 0.00% | 0.0% |
| Q2 2022 | $235,000 | -12.3% | 6,029 | +0.1% | 0.00% | 0.0% |
| Q1 2022 | $268,000 | -50.7% | 6,023 | -53.6% | 0.00% | 0.0% |
| Q4 2021 | $544,000 | +15.3% | 12,979 | +14.0% | 0.00% | 0.0% |
| Q3 2021 | $472,000 | -13.2% | 11,386 | -12.3% | 0.00% | 0.0% |
| Q2 2021 | $544,000 | -69.5% | 12,979 | -70.6% | 0.00% | -75.0% |
| Q1 2021 | $1,785,000 | +27.5% | 44,172 | +9.8% | 0.00% | +33.3% |
| Q4 2020 | $1,400,000 | +280.4% | 40,219 | +216.1% | 0.00% | +200.0% |
| Q3 2020 | $368,000 | +20.3% | 12,724 | +0.3% | 0.00% | 0.0% |
| Q2 2020 | $306,000 | 0.0% | 12,683 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $306,000 | -48.0% | 12,683 | -18.1% | 0.00% | -50.0% |
| Q4 2019 | $589,000 | +56.2% | 15,477 | +49.2% | 0.00% | +100.0% |
| Q3 2019 | $377,000 | +9.9% | 10,372 | +9.6% | 0.00% | 0.0% |
| Q2 2019 | $343,000 | -10.4% | 9,462 | -11.5% | 0.00% | 0.0% |
| Q1 2019 | $383,000 | – | 10,697 | – | 0.00% | – |
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% |