WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 359 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.32 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,785,323 | -8.5% | 43,587 | -6.0% | 0.00% | – |
Q2 2023 | $1,950,279 | +9.2% | 46,380 | +6.4% | 0.00% | – |
Q1 2023 | $1,786,195 | -0.4% | 43,587 | 0.0% | 0.00% | – |
Q4 2022 | $1,793,170 | +9.2% | 43,587 | -0.1% | 0.00% | – |
Q3 2022 | $1,642,000 | -8.8% | 43,609 | -5.6% | 0.00% | – |
Q2 2022 | $1,800,000 | +3.2% | 46,185 | +17.6% | 0.00% | – |
Q1 2022 | $1,745,000 | +19.9% | 39,288 | +19.8% | 0.00% | – |
Q4 2021 | $1,455,000 | +3.8% | 32,801 | -3.1% | 0.00% | – |
Q3 2021 | $1,402,000 | -11.2% | 33,833 | -10.1% | 0.00% | – |
Q2 2021 | $1,578,000 | +312.0% | 37,626 | +296.6% | 0.00% | – |
Q1 2021 | $383,000 | -22.5% | 9,487 | -33.2% | 0.00% | – |
Q4 2020 | $494,000 | -2.4% | 14,205 | -18.9% | 0.00% | – |
Q3 2020 | $506,000 | +146.8% | 17,506 | +224.2% | 0.00% | – |
Q4 2019 | $205,000 | -59.3% | 5,400 | -60.5% | 0.00% | – |
Q3 2018 | $504,000 | -12.8% | 13,656 | -15.5% | 0.00% | – |
Q2 2018 | $578,000 | -15.9% | 16,156 | -19.7% | 0.00% | – |
Q1 2018 | $687,000 | -15.6% | 20,125 | -12.8% | 0.00% | – |
Q4 2017 | $814,000 | +10.4% | 23,070 | +212.8% | 0.00% | – |
Q3 2017 | $737,000 | -18.2% | 7,375 | -20.0% | 0.00% | – |
Q2 2017 | $901,000 | -0.9% | 9,215 | -1.1% | 0.00% | – |
Q1 2017 | $909,000 | +260.7% | 9,320 | +248.9% | 0.00% | – |
Q4 2016 | $252,000 | +8.2% | 2,671 | +4.1% | 0.00% | – |
Q3 2016 | $233,000 | +1.3% | 2,566 | 0.0% | 0.00% | – |
Q2 2016 | $230,000 | +4.1% | 2,566 | 0.0% | 0.00% | – |
Q1 2016 | $221,000 | +6.8% | 2,566 | 0.0% | 0.00% | – |
Q4 2015 | $207,000 | -30.8% | 2,566 | -29.1% | 0.00% | – |
Q2 2015 | $299,000 | -11.3% | 3,619 | -7.6% | 0.00% | – |
Q1 2015 | $337,000 | -8.7% | 3,917 | -11.1% | 0.00% | – |
Q4 2014 | $369,000 | +53.1% | 4,408 | +42.9% | 0.00% | – |
Q3 2014 | $241,000 | – | 3,085 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Planning & Information Services, Inc. | 1,037,876 | $39,097,000 | 9.47% |
Melone Private Wealth, LLC | 224,141 | $8,860,000 | 7.74% |
IAG Wealth Partners, LLC | 434,847 | $16,381,000 | 5.44% |
Linscomb & Williams, Inc. | 2,283,773 | $86,030,000 | 5.22% |
Marion Wealth Management | 168,414 | $6,344,000 | 3.26% |
Concord Wealth Partners | 234,313 | $8,827,000 | 2.80% |
Private Wealth Strategies, L.L.C. | 241,476 | $9,103,000 | 2.66% |
Apeiron RIA LLC | 147,714 | $5,745,000 | 2.64% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 118,937 | $4,480,000 | 2.55% |
Bickling Financial Services, Inc. | 93,904 | $3,538,000 | 2.38% |