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 | $38 | -5.0% | 930 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $40 | +5.3% | 930 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $38 | -2.6% | 930 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $39 | -99.9% | 930 | 0.0% | 0.01% | -12.5% |
| Q3 2022 | $37,000 | 0.0% | 930 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $37,000 | -9.8% | 930 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $41,000 | 0.0% | 930 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $41,000 | +5.1% | 930 | 0.0% | 0.01% | +14.3% |
| Q3 2021 | $39,000 | 0.0% | 930 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $39,000 | +2.6% | 930 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $38,000 | +18.8% | 930 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $32,000 | +3.2% | 930 | -13.6% | 0.01% | 0.0% |
| Q3 2020 | $31,000 | 0.0% | 1,077 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $31,000 | -62.2% | 1,077 | -68.3% | 0.01% | -69.6% |
| Q1 2020 | $82,000 | +256.5% | 3,393 | +465.5% | 0.02% | +283.3% |
| Q4 2019 | $23,000 | +53.3% | 600 | +287.1% | 0.01% | -14.3% |
| Q4 2016 | $15,000 | +7.1% | 155 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $14,000 | 0.0% | 155 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $14,000 | +7.7% | 155 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $13,000 | +8.3% | 155 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $12,000 | 0.0% | 155 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $12,000 | -7.7% | 155 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $13,000 | 0.0% | 155 | 0.0% | 0.01% | -12.5% |
| Q1 2015 | $13,000 | +8.3% | 155 | 0.0% | 0.01% | -11.1% |
| Q4 2014 | $12,000 | – | 155 | – | 0.01% | – |
Download | ||||||
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% |