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 | $292,063 | +6.8% | 7,130 | +9.6% | 0.00% | – |
| Q2 2023 | $273,507 | +2.6% | 6,504 | +0.0% | 0.00% | – |
| Q1 2023 | $266,502 | -10.8% | 6,503 | -10.5% | 0.00% | – |
| Q4 2022 | $298,773 | +64.2% | 7,262 | +50.6% | 0.00% | – |
| Q3 2022 | $182,000 | -22.9% | 4,822 | -20.1% | 0.00% | – |
| Q2 2022 | $236,000 | +10.3% | 6,033 | +24.6% | 0.00% | – |
| Q1 2022 | $214,000 | -4.5% | 4,840 | -4.2% | 0.00% | – |
| Q4 2021 | $224,000 | +202.7% | 5,050 | +184.0% | 0.00% | – |
| Q3 2021 | $74,000 | +13.8% | 1,778 | +14.7% | 0.00% | – |
| Q2 2021 | $65,000 | -15.6% | 1,550 | -18.2% | 0.00% | – |
| Q1 2021 | $77,000 | +16.7% | 1,895 | 0.0% | 0.00% | – |
| Q4 2020 | $66,000 | -4.3% | 1,895 | -20.6% | 0.00% | – |
| Q3 2020 | $69,000 | -71.6% | 2,388 | -72.3% | 0.00% | – |
| Q2 2020 | $243,000 | -4.0% | 8,616 | -17.8% | 0.00% | – |
| Q1 2020 | $253,000 | +21.1% | 10,478 | +90.8% | 0.00% | – |
| Q4 2019 | $209,000 | -9.1% | 5,493 | -13.3% | 0.00% | – |
| Q3 2019 | $230,000 | +44.7% | 6,336 | +44.4% | 0.00% | – |
| Q2 2019 | $159,000 | -9.7% | 4,387 | -11.0% | 0.00% | – |
| Q1 2019 | $176,000 | +55.8% | 4,927 | +38.1% | 0.00% | – |
| Q4 2018 | $113,000 | -51.9% | 3,568 | -43.9% | 0.00% | – |
| Q3 2018 | $235,000 | -50.7% | 6,361 | -52.2% | 0.00% | – |
| Q2 2018 | $477,000 | +9.7% | 13,318 | +4.6% | 0.00% | – |
| Q1 2018 | $435,000 | +4.3% | 12,731 | +8.0% | 0.00% | – |
| Q4 2017 | $417,000 | +1.7% | 11,784 | +186.7% | 0.00% | – |
| Q3 2017 | $410,000 | +2.8% | 4,110 | +0.8% | 0.00% | – |
| Q2 2017 | $399,000 | -8.9% | 4,078 | -9.0% | 0.00% | – |
| Q1 2017 | $438,000 | +10.6% | 4,480 | +7.2% | 0.00% | – |
| Q4 2016 | $396,000 | +1.8% | 4,181 | -2.3% | 0.00% | – |
| Q3 2016 | $389,000 | -4.4% | 4,280 | -5.9% | 0.00% | – |
| Q2 2016 | $407,000 | +27.2% | 4,548 | +22.6% | 0.00% | – |
| Q1 2016 | $320,000 | +7.4% | 3,710 | 0.0% | 0.00% | – |
| Q4 2015 | $298,000 | -20.5% | 3,710 | -23.3% | 0.00% | – |
| Q3 2015 | $375,000 | +60.3% | 4,835 | +70.5% | 0.00% | – |
| Q2 2015 | $234,000 | +654.8% | 2,835 | +687.5% | 0.00% | – |
| Q1 2015 | $31,000 | +244.4% | 360 | +239.6% | 0.00% | – |
| Q4 2014 | $9,000 | -10.0% | 106 | -23.2% | 0.00% | – |
| Q3 2014 | $10,000 | +900.0% | 138 | +711.8% | 0.00% | – |
| Q1 2014 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q4 2013 | $1,000 | – | 17 | – | 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% |