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 | $32,440 | -2.6% | 792 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $33,304 | +2.6% | 792 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $32,456 | -0.4% | 792 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $32,583 | +8.6% | 792 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $30,000 | -3.2% | 792 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $31,000 | -11.4% | 792 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $35,000 | -10.3% | 792 | -10.0% | 0.00% | 0.0% |
| Q4 2021 | $39,000 | +8.3% | 880 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $36,000 | -2.7% | 880 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $37,000 | +2.8% | 880 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $36,000 | +16.1% | 880 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $31,000 | -42.6% | 880 | -52.6% | 0.00% | 0.0% |
| Q3 2020 | $54,000 | +1.9% | 1,855 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $53,000 | +152.4% | 1,855 | +110.8% | 0.00% | 0.0% |
| Q1 2020 | $21,000 | -36.4% | 880 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $33,000 | -53.5% | 880 | -54.8% | 0.00% | -50.0% |
| Q3 2019 | $71,000 | +121.9% | 1,945 | +121.0% | 0.00% | +100.0% |
| Q2 2019 | $32,000 | -33.3% | 880 | -34.8% | 0.00% | 0.0% |
| Q1 2019 | $48,000 | – | 1,350 | – | 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% |