WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 334 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,956,193 | -2.9% | 291,899 | -0.3% | 0.02% | 0.0% |
| Q2 2023 | $12,313,403 | +7.5% | 292,831 | +4.7% | 0.02% | +6.2% |
| Q1 2023 | $11,458,379 | -5.7% | 279,608 | -5.3% | 0.02% | -11.1% |
| Q4 2022 | $12,151,258 | +31.7% | 295,365 | +20.6% | 0.02% | +20.0% |
| Q3 2022 | $9,223,000 | -4.0% | 244,822 | -0.7% | 0.02% | 0.0% |
| Q2 2022 | $9,612,000 | -20.4% | 246,578 | -9.3% | 0.02% | -6.2% |
| Q1 2022 | $12,079,000 | +2.7% | 271,944 | +2.6% | 0.02% | 0.0% |
| Q4 2021 | $11,759,000 | -3.8% | 265,098 | -10.1% | 0.02% | -11.1% |
| Q3 2021 | $12,220,000 | +1.6% | 294,820 | +2.9% | 0.02% | 0.0% |
| Q2 2021 | $12,023,000 | +9.2% | 286,599 | +5.2% | 0.02% | 0.0% |
| Q1 2021 | $11,010,000 | +25.3% | 272,381 | +7.9% | 0.02% | +12.5% |
| Q4 2020 | $8,790,000 | +28.3% | 252,499 | +6.6% | 0.02% | +14.3% |
| Q3 2020 | $6,851,000 | +0.5% | 236,877 | -1.6% | 0.01% | -12.5% |
| Q2 2020 | $6,820,000 | +12.4% | 240,658 | -4.1% | 0.02% | -5.9% |
| Q1 2020 | $6,070,000 | -38.1% | 250,996 | -2.7% | 0.02% | -15.0% |
| Q4 2019 | $9,811,000 | +21.7% | 257,999 | +16.2% | 0.02% | -4.8% |
| Q3 2019 | $8,061,000 | +16.4% | 222,049 | +16.2% | 0.02% | +16.7% |
| Q2 2019 | $6,927,000 | -10.5% | 191,144 | -11.5% | 0.02% | -18.2% |
| Q1 2019 | $7,736,000 | +19.1% | 216,063 | +5.2% | 0.02% | +4.8% |
| Q4 2018 | $6,495,000 | +7.2% | 205,456 | +25.1% | 0.02% | +23.5% |
| Q3 2018 | $6,057,000 | -1.9% | 164,283 | -4.8% | 0.02% | -10.5% |
| Q2 2018 | $6,174,000 | +0.6% | 172,488 | -4.2% | 0.02% | 0.0% |
| Q1 2018 | $6,137,000 | +5.6% | 180,037 | +9.2% | 0.02% | +5.6% |
| Q4 2017 | $5,814,000 | +3.4% | 164,942 | +192.3% | 0.02% | -10.0% |
| Q3 2017 | $5,621,000 | +3.3% | 56,437 | +1.4% | 0.02% | 0.0% |
| Q2 2017 | $5,441,000 | +18.6% | 55,657 | +18.3% | 0.02% | +11.1% |
| Q1 2017 | $4,589,000 | +19.4% | 47,043 | +15.5% | 0.02% | +12.5% |
| Q4 2016 | $3,842,000 | +10.9% | 40,746 | +6.9% | 0.02% | 0.0% |
| Q3 2016 | $3,464,000 | +7.0% | 38,131 | +5.4% | 0.02% | +6.7% |
| Q2 2016 | $3,238,000 | +29.7% | 36,169 | +24.8% | 0.02% | +15.4% |
| Q1 2016 | $2,496,000 | -56.1% | 28,987 | -59.0% | 0.01% | -56.7% |
| Q4 2015 | $5,689,000 | +5.6% | 70,672 | +1.8% | 0.03% | 0.0% |
| Q3 2015 | $5,389,000 | -50.4% | 69,394 | -47.2% | 0.03% | +7.1% |
| Q2 2015 | $10,860,000 | +103.9% | 131,388 | +112.4% | 0.03% | -3.4% |
| Q1 2015 | $5,325,000 | +8.7% | 61,864 | +5.7% | 0.03% | +7.4% |
| Q4 2014 | $4,901,000 | +14.5% | 58,530 | +7.0% | 0.03% | -28.9% |
| Q3 2014 | $4,282,000 | +3.5% | 54,700 | +7.9% | 0.04% | +2.7% |
| Q2 2014 | $4,139,000 | +19.2% | 50,685 | +12.5% | 0.04% | +12.1% |
| Q1 2014 | $3,473,000 | – | 45,072 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 909,035 | $25,762,000 | 10.81% |
| INSPIRION WEALTH ADVISORS, LLC | 648,063 | $18,366,000 | 7.21% |
| SVA Wealth Management, LLC | 2,062,295 | $58,445,000 | 6.24% |
| Linscomb Wealth, Inc. | 2,377,334 | $67,374,000 | 4.93% |
| Private Wealth Strategies, L.L.C. | 360,619 | $10,220,000 | 4.53% |
| IAG Wealth Partners, LLC | 303,526 | $8,602,000 | 4.17% |
| Financial Insights, Inc. | 109,536 | $4,325,000 | 3.84% |
| Paracle Advisors, LLC | 518,773 | $14,702,000 | 3.43% |
| CAPITAL WEALTH MANAGEMENT, LLC | 79,809 | $2,262,000 | 2.41% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 115,732 | $3,280,000 | 2.24% |