WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 347 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $177,110,532 | -4.0% | 4,323,988 | -1.5% | 0.02% | 0.0% |
| Q2 2023 | $184,506,655 | +0.8% | 4,387,792 | -1.8% | 0.02% | 0.0% |
| Q1 2023 | $183,038,101 | +4.1% | 4,466,523 | +4.5% | 0.02% | -5.0% |
| Q4 2022 | $175,834,709 | +35.5% | 4,274,057 | +24.0% | 0.02% | +25.0% |
| Q3 2022 | $129,794,000 | +0.3% | 3,445,537 | +3.8% | 0.02% | +6.7% |
| Q2 2022 | $129,446,000 | -4.6% | 3,320,845 | +8.8% | 0.02% | +15.4% |
| Q1 2022 | $135,635,000 | +3.4% | 3,053,452 | +3.3% | 0.01% | 0.0% |
| Q4 2021 | $131,157,000 | +17.0% | 2,956,670 | +9.3% | 0.01% | +8.3% |
| Q3 2021 | $112,139,000 | -3.2% | 2,705,422 | -2.1% | 0.01% | 0.0% |
| Q2 2021 | $115,873,000 | +3.5% | 2,762,176 | -0.3% | 0.01% | -7.7% |
| Q1 2021 | $111,954,000 | +16.0% | 2,769,749 | -0.1% | 0.01% | +8.3% |
| Q4 2020 | $96,491,000 | +8.0% | 2,771,940 | -10.3% | 0.01% | 0.0% |
| Q3 2020 | $89,335,000 | -15.0% | 3,089,027 | -16.7% | 0.01% | -25.0% |
| Q2 2020 | $105,148,000 | -16.9% | 3,710,208 | -29.2% | 0.02% | -30.4% |
| Q1 2020 | $126,533,000 | -42.8% | 5,237,293 | -9.9% | 0.02% | -28.1% |
| Q4 2019 | $221,146,000 | +5.6% | 5,813,494 | +0.8% | 0.03% | +3.2% |
| Q3 2019 | $209,372,000 | +2.9% | 5,766,237 | +2.6% | 0.03% | 0.0% |
| Q2 2019 | $203,495,000 | +9.4% | 5,621,417 | +8.1% | 0.03% | +6.9% |
| Q1 2019 | $186,047,000 | +40.1% | 5,198,300 | +23.8% | 0.03% | +26.1% |
| Q4 2018 | $132,801,000 | -5.0% | 4,198,594 | +10.8% | 0.02% | +4.5% |
| Q3 2018 | $139,782,000 | +6.0% | 3,790,211 | +2.9% | 0.02% | 0.0% |
| Q2 2018 | $131,824,000 | +1.0% | 3,682,211 | -3.7% | 0.02% | 0.0% |
| Q1 2018 | $130,456,000 | -6.5% | 3,823,444 | -3.3% | 0.02% | -4.3% |
| Q4 2017 | $139,468,000 | -1.8% | 3,953,186 | +178.3% | 0.02% | 0.0% |
| Q3 2017 | $141,996,000 | -1.2% | 1,420,666 | -3.3% | 0.02% | -20.7% |
| Q2 2017 | $143,673,000 | +10.8% | 1,469,799 | +10.5% | 0.03% | +11.5% |
| Q1 2017 | $129,689,000 | +27.0% | 1,329,738 | +22.9% | 0.03% | +18.2% |
| Q4 2016 | $102,149,000 | +23.8% | 1,082,319 | +19.2% | 0.02% | +22.2% |
| Q3 2016 | $82,527,000 | +31.9% | 908,089 | +29.9% | 0.02% | +20.0% |
| Q2 2016 | $62,587,000 | -0.0% | 699,301 | -3.8% | 0.02% | 0.0% |
| Q1 2016 | $62,610,000 | +0.8% | 727,102 | -5.7% | 0.02% | 0.0% |
| Q4 2015 | $62,103,000 | +0.4% | 771,365 | -3.2% | 0.02% | 0.0% |
| Q3 2015 | $61,864,000 | +1.2% | 796,587 | +7.7% | 0.02% | -25.0% |
| Q2 2015 | $61,142,000 | -4.1% | 739,769 | -0.1% | 0.02% | -4.8% |
| Q1 2015 | $63,725,000 | +22.9% | 740,306 | +19.6% | 0.02% | +10.5% |
| Q4 2014 | $51,848,000 | +8.9% | 619,145 | +1.8% | 0.02% | +26.7% |
| Q3 2014 | $47,609,000 | -7.8% | 608,228 | -3.8% | 0.02% | -11.8% |
| Q2 2014 | $51,630,000 | +59.4% | 632,263 | +50.4% | 0.02% | +41.7% |
| Q1 2014 | $32,392,000 | -5.0% | 420,362 | -8.0% | 0.01% | 0.0% |
| Q4 2013 | $34,080,000 | +29.0% | 456,759 | +20.2% | 0.01% | +9.1% |
| Q3 2013 | $26,409,000 | +19.6% | 379,880 | +12.8% | 0.01% | +22.2% |
| Q2 2013 | $22,085,000 | – | 336,858 | – | 0.01% | – |
Download | ||||||
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% |