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 | $512,655 | -2.6% | 12,516 | 0.0% | 0.02% | +10.5% |
| Q2 2023 | $526,298 | -11.0% | 12,516 | -13.3% | 0.02% | -13.6% |
| Q1 2023 | $591,587 | -0.5% | 14,436 | -0.1% | 0.02% | -4.3% |
| Q4 2022 | $594,514 | +9.3% | 14,451 | 0.0% | 0.02% | -4.2% |
| Q3 2022 | $544,000 | -3.4% | 14,451 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $563,000 | -12.3% | 14,451 | 0.0% | 0.02% | +9.1% |
| Q1 2022 | $642,000 | +0.2% | 14,451 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $641,000 | -4.9% | 14,451 | -11.1% | 0.02% | -12.0% |
| Q3 2021 | $674,000 | -1.2% | 16,255 | 0.0% | 0.02% | -16.7% |
| Q2 2021 | $682,000 | +3.8% | 16,255 | 0.0% | 0.03% | -14.3% |
| Q1 2021 | $657,000 | +16.1% | 16,255 | 0.0% | 0.04% | +9.4% |
| Q4 2020 | $566,000 | +8.6% | 16,255 | -9.8% | 0.03% | -3.0% |
| Q3 2020 | $521,000 | +2.2% | 18,012 | 0.0% | 0.03% | -8.3% |
| Q2 2020 | $510,000 | -16.4% | 18,012 | -28.6% | 0.04% | -28.0% |
| Q1 2020 | $610,000 | -70.5% | 25,239 | -53.6% | 0.05% | -63.8% |
| Q4 2019 | $2,069,000 | +4.8% | 54,399 | 0.0% | 0.14% | -2.8% |
| Q3 2019 | $1,975,000 | -5.0% | 54,399 | -5.3% | 0.14% | -6.6% |
| Q2 2019 | $2,079,000 | -1.2% | 57,439 | -2.3% | 0.15% | -1.9% |
| Q1 2019 | $2,104,000 | +13.1% | 58,789 | 0.0% | 0.16% | -8.3% |
| Q4 2018 | $1,860,000 | -3.9% | 58,789 | +12.0% | 0.17% | +10.5% |
| Q3 2018 | $1,936,000 | +3.2% | 52,488 | +0.2% | 0.15% | -2.5% |
| Q2 2018 | $1,876,000 | -3.7% | 52,401 | -8.3% | 0.16% | -4.3% |
| Q1 2018 | $1,949,000 | +2.5% | 57,123 | +6.0% | 0.16% | +7.2% |
| Q4 2017 | $1,901,000 | +8.7% | 53,881 | +207.9% | 0.15% | +2.7% |
| Q3 2017 | $1,749,000 | +176.7% | 17,501 | +171.0% | 0.15% | +166.1% |
| Q2 2017 | $632,000 | +13.3% | 6,459 | +13.0% | 0.06% | +14.3% |
| Q1 2017 | $558,000 | +30.1% | 5,716 | +25.8% | 0.05% | +19.5% |
| Q4 2016 | $429,000 | +166.5% | 4,542 | +156.2% | 0.04% | +173.3% |
| Q3 2016 | $161,000 | – | 1,773 | – | 0.02% | – |
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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% |