WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 359 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.32 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $67,215 | -2.6% | 1,641 | 0.0% | 0.00% | – |
Q2 2023 | $69,004 | -54.4% | 1,641 | -55.5% | 0.00% | -100.0% |
Q1 2023 | $151,257 | -49.4% | 3,691 | -49.3% | 0.00% | 0.0% |
Q4 2022 | $299,211 | +211.7% | 7,273 | +185.1% | 0.00% | 0.0% |
Q3 2022 | $96,000 | +123.3% | 2,551 | +133.8% | 0.00% | – |
Q2 2022 | $43,000 | -34.8% | 1,091 | -26.7% | 0.00% | – |
Q1 2022 | $66,000 | 0.0% | 1,488 | 0.0% | 0.00% | – |
Q4 2021 | $66,000 | +6.5% | 1,488 | 0.0% | 0.00% | – |
Q3 2021 | $62,000 | +264.7% | 1,488 | +274.8% | 0.00% | – |
Q2 2021 | $17,000 | +112.5% | 397 | +98.5% | 0.00% | – |
Q1 2021 | $8,000 | +14.3% | 200 | 0.0% | 0.00% | – |
Q4 2020 | $7,000 | +16.7% | 200 | 0.0% | 0.00% | – |
Q3 2020 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | – |
Q2 2020 | $6,000 | -64.7% | 200 | -71.0% | 0.00% | – |
Q1 2020 | $17,000 | -34.6% | 689 | 0.0% | 0.00% | – |
Q4 2019 | $26,000 | +4.0% | 689 | 0.0% | 0.00% | – |
Q3 2019 | $25,000 | 0.0% | 689 | 0.0% | 0.00% | – |
Q2 2019 | $25,000 | -7.4% | 689 | -9.8% | 0.00% | – |
Q1 2019 | $27,000 | -94.8% | 764 | -95.4% | 0.00% | -100.0% |
Q4 2018 | $521,000 | -17.6% | 16,469 | -3.9% | 0.00% | 0.0% |
Q3 2018 | $632,000 | +1.9% | 17,140 | -1.1% | 0.00% | 0.0% |
Q2 2018 | $620,000 | -1.3% | 17,323 | -5.9% | 0.00% | 0.0% |
Q1 2018 | $628,000 | +797.1% | 18,414 | +821.6% | 0.00% | – |
Q4 2017 | $70,000 | -68.0% | 1,998 | -13.9% | 0.00% | -100.0% |
Q4 2016 | $219,000 | +87.2% | 2,321 | +80.5% | 0.00% | +100.0% |
Q3 2016 | $117,000 | +1362.5% | 1,286 | +1395.3% | 0.00% | – |
Q2 2016 | $8,000 | +14.3% | 86 | 0.0% | 0.00% | – |
Q1 2016 | $7,000 | 0.0% | 86 | 0.0% | 0.00% | – |
Q4 2015 | $7,000 | -68.2% | 86 | -69.7% | 0.00% | – |
Q3 2015 | $22,000 | +214.3% | 284 | +230.2% | 0.00% | – |
Q2 2015 | $7,000 | -83.3% | 86 | -82.3% | 0.00% | – |
Q1 2015 | $42,000 | +500.0% | 486 | +465.1% | 0.00% | – |
Q4 2014 | $7,000 | -41.7% | 86 | -42.7% | 0.00% | – |
Q3 2014 | $12,000 | 0.0% | 150 | 0.0% | 0.00% | – |
Q2 2014 | $12,000 | – | 150 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Planning & Information Services, Inc. | 1,037,876 | $39,097,000 | 9.47% |
Melone Private Wealth, LLC | 224,141 | $8,860,000 | 7.74% |
IAG Wealth Partners, LLC | 434,847 | $16,381,000 | 5.44% |
Linscomb Wealth, Inc. | 2,283,773 | $86,030,000 | 5.22% |
Marion Wealth Management | 168,414 | $6,344,000 | 3.26% |
Concord Wealth Partners | 234,313 | $8,827,000 | 2.80% |
Private Wealth Strategies, L.L.C. | 241,476 | $9,103,000 | 2.66% |
Apeiron RIA LLC | 147,714 | $5,745,000 | 2.64% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 118,937 | $4,480,000 | 2.55% |
Bickling Financial Services, Inc. | 93,904 | $3,538,000 | 2.38% |