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 | $1,295,010 | -8.6% | 31,616 | -6.2% | 0.02% | -4.0% |
| Q2 2023 | $1,416,572 | -3.3% | 33,688 | -5.7% | 0.02% | -16.7% |
| Q1 2023 | $1,464,298 | -5.2% | 35,732 | -4.8% | 0.03% | -11.8% |
| Q4 2022 | $1,544,558 | +9.1% | 37,544 | -0.2% | 0.03% | +3.0% |
| Q3 2022 | $1,416,000 | -23.3% | 37,603 | -20.7% | 0.03% | -17.5% |
| Q2 2022 | $1,847,000 | -20.6% | 47,391 | -9.5% | 0.04% | -2.4% |
| Q1 2022 | $2,326,000 | -3.6% | 52,371 | -3.8% | 0.04% | -2.4% |
| Q4 2021 | $2,414,000 | +3.9% | 54,421 | -2.9% | 0.04% | -2.3% |
| Q3 2021 | $2,323,000 | +3.3% | 56,040 | +4.6% | 0.04% | +4.9% |
| Q2 2021 | $2,249,000 | +2.8% | 53,601 | -1.0% | 0.04% | -2.4% |
| Q1 2021 | $2,188,000 | +13.3% | 54,121 | -2.4% | 0.04% | +7.7% |
| Q4 2020 | $1,931,000 | +14.8% | 55,466 | -4.6% | 0.04% | -2.5% |
| Q3 2020 | $1,682,000 | -0.3% | 58,150 | -2.3% | 0.04% | -4.8% |
| Q2 2020 | $1,687,000 | +55.5% | 59,536 | +32.5% | 0.04% | +27.3% |
| Q1 2020 | $1,085,000 | -22.3% | 44,917 | +22.3% | 0.03% | +6.5% |
| Q4 2019 | $1,397,000 | +10.8% | 36,714 | +5.8% | 0.03% | +3.3% |
| Q3 2019 | $1,261,000 | +3.3% | 34,717 | +2.9% | 0.03% | +3.4% |
| Q2 2019 | $1,221,000 | +11.5% | 33,739 | +10.3% | 0.03% | +16.0% |
| Q1 2019 | $1,095,000 | +39.5% | 30,588 | +23.3% | 0.02% | +25.0% |
| Q4 2018 | $785,000 | -27.1% | 24,817 | -15.0% | 0.02% | -9.1% |
| Q3 2018 | $1,077,000 | +12.0% | 29,193 | +8.6% | 0.02% | +10.0% |
| Q2 2018 | $962,000 | +10.8% | 26,878 | +5.6% | 0.02% | +17.6% |
| Q1 2018 | $868,000 | +3.1% | 25,450 | +6.6% | 0.02% | +6.2% |
| Q4 2017 | $842,000 | +17.4% | 23,868 | +232.7% | 0.02% | +23.1% |
| Q3 2017 | $717,000 | +33.3% | 7,175 | +30.4% | 0.01% | +30.0% |
| Q2 2017 | $538,000 | +101.5% | 5,504 | +101.2% | 0.01% | +100.0% |
| Q1 2017 | $267,000 | – | 2,735 | – | 0.01% | – |
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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% |