WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 348 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $340,705 | -2.6% | 8,318 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $349,771 | +2.6% | 8,318 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $340,871 | +99569.9% | 8,318 | 0.0% | 0.01% | -9.1% |
| Q4 2022 | $342 | -99.9% | 8,318 | -50.0% | 0.01% | 0.0% |
| Q3 2022 | $313,313 | -3.3% | 16,636 | +100.0% | 0.01% | 0.0% |
| Q2 2022 | $324,000 | -12.2% | 8,318 | 0.0% | 0.01% | -21.4% |
| Q1 2022 | $369,000 | 0.0% | 8,318 | 0.0% | 0.01% | +7.7% |
| Q4 2021 | $369,000 | +7.0% | 8,318 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $345,000 | -31.8% | 8,318 | -31.0% | 0.01% | -31.6% |
| Q2 2021 | $506,000 | +3.9% | 12,052 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $487,000 | +16.0% | 12,052 | 0.0% | 0.02% | +5.6% |
| Q4 2020 | $420,000 | +20.3% | 12,052 | 0.0% | 0.02% | +5.9% |
| Q3 2020 | $349,000 | -22.3% | 12,052 | -24.0% | 0.02% | -26.1% |
| Q2 2020 | $449,000 | -22.2% | 15,848 | -33.7% | 0.02% | -34.3% |
| Q1 2020 | $577,000 | -43.3% | 23,896 | -10.6% | 0.04% | -30.0% |
| Q4 2019 | $1,017,000 | -10.4% | 26,738 | -14.4% | 0.05% | -12.3% |
| Q3 2019 | $1,135,000 | -6.6% | 31,254 | -6.9% | 0.06% | -8.1% |
| Q2 2019 | $1,215,000 | -2.6% | 33,558 | -3.7% | 0.06% | -4.6% |
| Q1 2019 | $1,248,000 | +1.0% | 34,861 | -10.8% | 0.06% | -4.4% |
| Q4 2018 | $1,236,000 | -14.2% | 39,066 | 0.0% | 0.07% | -4.2% |
| Q3 2018 | $1,441,000 | +3.0% | 39,066 | 0.0% | 0.07% | -1.4% |
| Q2 2018 | $1,399,000 | +5.0% | 39,066 | 0.0% | 0.07% | +2.9% |
| Q1 2018 | $1,333,000 | -9.6% | 39,066 | -6.5% | 0.07% | -7.9% |
| Q4 2017 | $1,474,000 | -8.9% | 41,766 | +158.0% | 0.08% | -13.6% |
| Q3 2017 | $1,618,000 | +2.2% | 16,190 | 0.0% | 0.09% | +1.1% |
| Q2 2017 | $1,583,000 | +0.3% | 16,190 | 0.0% | 0.09% | 0.0% |
| Q1 2017 | $1,579,000 | +1.3% | 16,190 | -1.9% | 0.09% | -2.2% |
| Q4 2016 | $1,558,000 | -3.5% | 16,509 | -7.1% | 0.09% | -3.3% |
| Q3 2016 | $1,615,000 | -1.2% | 17,771 | -2.7% | 0.09% | -1.1% |
| Q2 2016 | $1,634,000 | -24.0% | 18,256 | -26.9% | 0.09% | -26.8% |
| Q1 2016 | $2,149,000 | -12.2% | 24,957 | -17.9% | 0.13% | -12.4% |
| Q4 2015 | $2,448,000 | -36.2% | 30,409 | -38.5% | 0.14% | -37.8% |
| Q3 2015 | $3,837,000 | -9.9% | 49,410 | -4.1% | 0.23% | -2.5% |
| Q2 2015 | $4,258,000 | -14.2% | 51,519 | -10.6% | 0.24% | -11.8% |
| Q1 2015 | $4,960,000 | -3.9% | 57,619 | -6.5% | 0.27% | -17.6% |
| Q4 2014 | $5,163,000 | +4.4% | 61,657 | -2.4% | 0.33% | +1.9% |
| Q3 2014 | $4,944,000 | -5.8% | 63,162 | -1.7% | 0.32% | -18.4% |
| Q2 2014 | $5,248,000 | – | 64,265 | – | 0.40% | – |
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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% |