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 | $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% | – |
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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% |