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 | $9,738,854 | -3.8% | 237,765 | -1.2% | 0.33% | +0.3% |
| Q2 2023 | $10,122,528 | +3.9% | 240,726 | +1.2% | 0.33% | +0.3% |
| Q1 2023 | $9,745,249 | +102416.8% | 237,805 | +2.9% | 0.33% | -3.5% |
| Q4 2022 | $9,506 | -99.9% | 231,049 | -1.0% | 0.34% | +0.3% |
| Q3 2022 | $8,795,000 | -4.0% | 233,487 | -0.7% | 0.34% | +2.4% |
| Q2 2022 | $9,166,000 | -11.1% | 235,144 | +1.3% | 0.33% | +4.1% |
| Q1 2022 | $10,312,000 | +2.5% | 232,134 | +2.4% | 0.32% | +8.1% |
| Q4 2021 | $10,059,000 | +6.3% | 226,773 | -0.7% | 0.30% | -23.7% |
| Q3 2021 | $9,466,000 | +0.9% | 228,375 | +2.2% | 0.39% | -0.3% |
| Q2 2021 | $9,377,000 | +5.4% | 223,548 | +1.6% | 0.39% | +1.0% |
| Q1 2021 | $8,896,000 | +16.0% | 220,072 | -0.1% | 0.38% | +9.7% |
| Q4 2020 | $7,672,000 | -12.5% | 220,393 | -27.3% | 0.35% | -22.0% |
| Q3 2020 | $8,769,000 | +3.9% | 303,239 | +1.8% | 0.45% | +1.1% |
| Q2 2020 | $8,440,000 | +47.1% | 297,792 | +25.4% | 0.44% | +27.5% |
| Q1 2020 | $5,736,000 | -33.6% | 237,429 | +4.6% | 0.35% | -15.7% |
| Q4 2019 | $8,633,000 | +5.6% | 226,948 | +0.8% | 0.41% | -1.9% |
| Q3 2019 | $8,172,000 | +11.0% | 225,048 | +10.6% | 0.42% | +7.4% |
| Q2 2019 | $7,365,000 | +9.5% | 203,453 | +8.2% | 0.39% | +8.9% |
| Q1 2019 | $6,727,000 | +25.0% | 187,954 | +10.5% | 0.36% | +11.8% |
| Q4 2018 | $5,380,000 | -8.7% | 170,079 | +6.4% | 0.32% | +4.9% |
| Q3 2018 | $5,895,000 | +7.3% | 159,832 | +4.1% | 0.31% | -55.8% |
| Q2 2018 | $5,496,000 | +16.1% | 153,533 | +10.7% | 0.70% | +14.6% |
| Q1 2018 | $4,734,000 | +29.8% | 138,728 | +34.2% | 0.61% | +31.6% |
| Q4 2017 | $3,646,000 | +15.5% | 103,356 | +227.2% | 0.46% | +11.1% |
| Q3 2017 | $3,158,000 | +9.5% | 31,592 | +7.1% | 0.42% | +1.2% |
| Q2 2017 | $2,884,000 | – | 29,502 | – | 0.41% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 930,278 | $38,560,000 | 10.49% |
| JD Financial Services Inc. | 163,620 | $6,782,000 | 6.19% |
| Financial Insights, Inc. | 139,106 | $5,766,000 | 5.30% |
| Linscomb Wealth, Inc. | 2,420,622 | $100,335,000 | 5.17% |
| IAG Wealth Partners, LLC | 342,375 | $14,192,000 | 5.05% |
| Ten Capital Wealth Advisors, LLC | 253,327 | $10,500,000 | 4.91% |
| Private Wealth Strategies, L.L.C. | 258,403 | $10,704,000 | 2.68% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 122,035 | $5,058,000 | 2.55% |
| Concord Wealth Partners | 142,573 | $5,910,000 | 2.42% |
| JNBA Financial Advisors | 391,308 | $16,220,000 | 2.18% |