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 | $38,426,835 | -7.6% | 938,156 | -5.1% | 0.01% | 0.0% |
Q2 2023 | $41,582,406 | -2.8% | 988,880 | -5.3% | 0.01% | -8.3% |
Q1 2023 | $42,775,767 | -2.9% | 1,043,820 | -2.5% | 0.01% | -7.7% |
Q4 2022 | $44,062,332 | +37.8% | 1,071,034 | +26.2% | 0.01% | +30.0% |
Q3 2022 | $31,977,000 | -2.6% | 848,852 | +0.8% | 0.01% | 0.0% |
Q2 2022 | $32,826,000 | -10.1% | 842,096 | +2.5% | 0.01% | +11.1% |
Q1 2022 | $36,509,000 | +2.5% | 821,895 | +2.3% | 0.01% | 0.0% |
Q4 2021 | $35,635,000 | -11.1% | 803,333 | -16.9% | 0.01% | 0.0% |
Q3 2021 | $40,070,000 | -0.3% | 966,712 | +0.9% | 0.01% | 0.0% |
Q2 2021 | $40,173,000 | +1.7% | 957,639 | -2.0% | 0.01% | 0.0% |
Q1 2021 | $39,510,000 | +16.9% | 977,501 | +0.7% | 0.01% | +12.5% |
Q4 2020 | $33,799,000 | -4.2% | 970,963 | -20.4% | 0.01% | -20.0% |
Q3 2020 | $35,285,000 | -7.8% | 1,220,090 | -9.7% | 0.01% | -9.1% |
Q2 2020 | $38,271,000 | +34.6% | 1,350,447 | +14.7% | 0.01% | +10.0% |
Q1 2020 | $28,438,000 | -51.8% | 1,177,065 | -24.1% | 0.01% | -37.5% |
Q4 2019 | $58,992,000 | +7.3% | 1,550,785 | +2.4% | 0.02% | 0.0% |
Q3 2019 | $54,989,000 | -0.3% | 1,514,452 | -0.6% | 0.02% | 0.0% |
Q2 2019 | $55,177,000 | +4.9% | 1,524,227 | +3.7% | 0.02% | 0.0% |
Q1 2019 | $52,584,000 | +13.9% | 1,469,241 | +0.7% | 0.02% | +6.7% |
Q4 2018 | $46,147,000 | -38.5% | 1,458,981 | -28.2% | 0.02% | -28.6% |
Q3 2018 | $74,986,000 | +4.6% | 2,033,238 | +1.5% | 0.02% | 0.0% |
Q2 2018 | $71,702,000 | -7.9% | 2,002,872 | -12.2% | 0.02% | -8.7% |
Q1 2018 | $77,819,000 | -11.3% | 2,280,776 | -8.3% | 0.02% | -8.0% |
Q4 2017 | $87,711,000 | +5.5% | 2,486,132 | +198.8% | 0.02% | -3.8% |
Q3 2017 | $83,160,000 | +4.5% | 832,020 | +2.2% | 0.03% | 0.0% |
Q2 2017 | $79,548,000 | +7.5% | 813,788 | +7.2% | 0.03% | +8.3% |
Q1 2017 | $74,017,000 | +8.4% | 758,917 | +4.9% | 0.02% | 0.0% |
Q4 2016 | $68,293,000 | +15.9% | 723,594 | +11.6% | 0.02% | +9.1% |
Q3 2016 | $58,929,000 | +14.1% | 648,426 | +12.3% | 0.02% | +10.0% |
Q2 2016 | $51,665,000 | +17.2% | 577,264 | +12.8% | 0.02% | +11.1% |
Q1 2016 | $44,084,000 | +3.9% | 511,959 | -2.8% | 0.02% | +5.9% |
Q4 2015 | $42,419,000 | +4.4% | 526,878 | +0.7% | 0.02% | 0.0% |
Q3 2015 | $40,645,000 | -13.4% | 523,366 | -7.8% | 0.02% | -5.6% |
Q2 2015 | $46,914,000 | -55.5% | 567,629 | -53.7% | 0.02% | -14.3% |
Q1 2015 | $105,448,000 | +143.6% | 1,224,996 | +137.0% | 0.02% | +23.5% |
Q4 2014 | $43,284,000 | +0.9% | 516,884 | -5.7% | 0.02% | -5.6% |
Q3 2014 | $42,916,000 | +2.5% | 548,275 | +6.9% | 0.02% | +5.9% |
Q2 2014 | $41,870,000 | +19.7% | 512,731 | +13.0% | 0.02% | +13.3% |
Q1 2014 | $34,966,000 | +16.4% | 453,759 | +12.7% | 0.02% | +15.4% |
Q4 2013 | $30,029,000 | +11.7% | 402,467 | +4.1% | 0.01% | 0.0% |
Q3 2013 | $26,891,000 | +7.4% | 386,801 | +1.3% | 0.01% | 0.0% |
Q2 2013 | $25,032,000 | – | 381,827 | – | 0.01% | – |
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% |