WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 347 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,713,228 | -0.5% | 90,655 | +2.1% | 0.29% | +1.8% |
| Q2 2023 | $3,731,979 | -33.7% | 88,751 | -35.3% | 0.28% | -35.1% |
| Q1 2023 | $5,625,693 | +2.0% | 137,279 | +2.4% | 0.44% | -2.5% |
| Q4 2022 | $5,517,326 | +9.6% | 134,111 | +0.4% | 0.45% | -6.5% |
| Q3 2022 | $5,034,000 | -0.1% | 133,636 | +3.4% | 0.48% | +12.5% |
| Q2 2022 | $5,037,000 | -13.1% | 129,224 | -1.0% | 0.42% | -0.2% |
| Q1 2022 | $5,795,000 | +4.5% | 130,469 | +4.3% | 0.43% | +35.2% |
| Q4 2021 | $5,547,000 | +10.7% | 125,053 | +3.4% | 0.32% | +2.9% |
| Q3 2021 | $5,013,000 | +2.8% | 120,952 | +4.0% | 0.31% | +0.3% |
| Q2 2021 | $4,876,000 | +8.7% | 116,248 | +4.7% | 0.30% | -3.2% |
| Q1 2021 | $4,487,000 | +17.6% | 111,017 | +1.3% | 0.32% | +9.8% |
| Q4 2020 | $3,815,000 | +23.5% | 109,587 | +2.6% | 0.29% | +6.7% |
| Q3 2020 | $3,088,000 | +4.8% | 106,791 | +2.7% | 0.27% | -5.9% |
| Q2 2020 | $2,946,000 | +24.2% | 103,947 | +5.9% | 0.29% | +9.6% |
| Q1 2020 | $2,372,000 | -20.5% | 98,170 | +25.2% | 0.26% | -11.5% |
| Q4 2019 | $2,982,000 | +195.0% | 78,380 | +181.6% | 0.30% | +17.1% |
| Q3 2019 | $1,011,000 | -63.2% | 27,832 | -63.3% | 0.25% | -9.4% |
| Q2 2019 | $2,744,000 | +7.4% | 75,810 | +6.2% | 0.28% | +5.7% |
| Q1 2019 | $2,554,000 | +30.2% | 71,367 | +15.0% | 0.26% | +12.4% |
| Q4 2018 | $1,962,000 | +666.4% | 62,033 | +794.7% | 0.23% | +225.0% |
| Q3 2018 | $256,000 | – | 6,933 | – | 0.07% | – |
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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% |