WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 358 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 1.14 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $128,778 | -2.6% | 3,144 | 0.0% | 0.00% | – |
| Q2 2023 | $132,205 | -51.6% | 3,144 | -52.8% | 0.00% | – |
| Q1 2023 | $273,102 | +92.2% | 6,664 | +92.9% | 0.00% | – |
| Q4 2022 | $142,098 | +69.2% | 3,454 | +55.5% | 0.00% | – |
| Q3 2022 | $84,000 | -22.2% | 2,221 | -20.0% | 0.00% | – |
| Q2 2022 | $108,000 | +42.1% | 2,775 | +62.3% | 0.00% | – |
| Q1 2022 | $76,000 | -13.6% | 1,710 | -13.8% | 0.00% | – |
| Q4 2021 | $88,000 | -92.1% | 1,983 | -92.7% | 0.00% | -100.0% |
| Q3 2021 | $1,121,000 | +33.1% | 27,047 | +34.8% | 0.00% | 0.0% |
| Q2 2021 | $842,000 | +1551.0% | 20,070 | +1492.9% | 0.00% | – |
| Q1 2021 | $51,000 | +6.2% | 1,260 | -8.8% | 0.00% | – |
| Q4 2020 | $48,000 | +23.1% | 1,381 | +1.6% | 0.00% | – |
| Q3 2020 | $39,000 | 0.0% | 1,359 | 0.0% | 0.00% | – |
| Q2 2020 | $39,000 | -69.3% | 1,359 | -74.2% | 0.00% | – |
| Q1 2020 | $127,000 | -56.4% | 5,277 | -30.8% | 0.00% | -100.0% |
| Q4 2019 | $291,000 | +21.8% | 7,623 | +15.5% | 0.00% | 0.0% |
| Q3 2019 | $239,000 | -17.9% | 6,599 | -17.8% | 0.00% | 0.0% |
| Q2 2019 | $291,000 | +1.0% | 8,024 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $288,000 | -23.8% | 8,024 | -32.9% | 0.00% | 0.0% |
| Q4 2018 | $378,000 | +0.5% | 11,967 | +17.7% | 0.00% | 0.0% |
| Q3 2018 | $376,000 | +2.2% | 10,167 | -1.2% | 0.00% | 0.0% |
| Q2 2018 | $368,000 | -20.3% | 10,287 | -24.0% | 0.00% | 0.0% |
| Q1 2018 | $462,000 | -61.4% | 13,533 | -60.2% | 0.00% | -75.0% |
| Q4 2017 | $1,198,000 | +393.0% | 33,961 | +1299.9% | 0.00% | +300.0% |
| Q3 2017 | $243,000 | +6.6% | 2,426 | +4.3% | 0.00% | 0.0% |
| Q2 2017 | $228,000 | +0.4% | 2,326 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $227,000 | +7.6% | 2,326 | +3.9% | 0.00% | 0.0% |
| Q4 2016 | $211,000 | -5.0% | 2,238 | -8.2% | 0.00% | 0.0% |
| Q3 2016 | $222,000 | +32.1% | 2,437 | +29.7% | 0.00% | 0.0% |
| Q2 2016 | $168,000 | +60.0% | 1,879 | +54.0% | 0.00% | – |
| Q1 2016 | $105,000 | +7.1% | 1,220 | 0.0% | 0.00% | – |
| Q4 2015 | $98,000 | +3.2% | 1,220 | 0.0% | 0.00% | – |
| Q3 2015 | $95,000 | -5.9% | 1,220 | 0.0% | 0.00% | – |
| Q2 2015 | $101,000 | -3.8% | 1,220 | 0.0% | 0.00% | – |
| Q1 2015 | $105,000 | +2.9% | 1,220 | 0.0% | 0.00% | – |
| Q4 2014 | $102,000 | +7.4% | 1,220 | 0.0% | 0.00% | – |
| Q3 2014 | $95,000 | -5.0% | 1,220 | 0.0% | 0.00% | – |
| Q2 2014 | $100,000 | +6.4% | 1,220 | 0.0% | 0.00% | – |
| Q1 2014 | $94,000 | +3.3% | 1,220 | 0.0% | 0.00% | – |
| Q4 2013 | $91,000 | +7.1% | 1,220 | 0.0% | 0.00% | – |
| Q3 2013 | $85,000 | +6.2% | 1,220 | 0.0% | 0.00% | – |
| Q2 2013 | $80,000 | – | 1,220 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,048,666 | $43,142,110 | 9.15% |
| Melone Private Wealth, LLC | 229,395 | $9,437,293 | 8.00% |
| IAG Wealth Partners, LLC | 466,556 | $19,194,105 | 5.66% |
| Linscomb & Williams, Inc. | 2,269,083 | $93,350,068 | 4.74% |
| Marion Wealth Management | 204,102 | $8,396,767 | 3.54% |
| RiverTree Advisors, LLC | 95,332 | $3,921,958 | 3.22% |
| Concord Wealth Partners | 230,481 | $9,481,988 | 2.85% |
| Private Wealth Strategies, L.L.C. | 248,166 | $10,209,361 | 2.72% |
| DB Wealth Management Group, LLC | 97,840 | $4,025,128 | 2.61% |
| Bickling Financial Services, Inc. | 99,589 | $4,097,085 | 2.56% |