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 | $652,780 | -2.2% | 15,937 | +0.4% | 0.01% | 0.0% |
| Q2 2023 | $667,460 | +2.3% | 15,873 | -0.3% | 0.01% | -7.1% |
| Q1 2023 | $652,566 | -7.6% | 15,924 | -7.2% | 0.01% | -12.5% |
| Q4 2022 | $706,292 | +22.4% | 17,168 | +12.1% | 0.02% | +23.1% |
| Q3 2022 | $577,000 | -0.9% | 15,313 | +2.6% | 0.01% | 0.0% |
| Q2 2022 | $582,000 | -7.3% | 14,919 | +5.5% | 0.01% | +18.2% |
| Q1 2022 | $628,000 | -4.6% | 14,145 | -4.7% | 0.01% | -8.3% |
| Q4 2021 | $658,000 | +6.3% | 14,838 | -0.7% | 0.01% | 0.0% |
| Q3 2021 | $619,000 | -4.6% | 14,939 | -3.4% | 0.01% | 0.0% |
| Q2 2021 | $649,000 | +4.3% | 15,464 | +0.5% | 0.01% | 0.0% |
| Q1 2021 | $622,000 | +18.0% | 15,387 | +1.6% | 0.01% | +9.1% |
| Q4 2020 | $527,000 | -5.0% | 15,144 | -21.1% | 0.01% | -21.4% |
| Q3 2020 | $555,000 | -20.1% | 19,191 | -21.7% | 0.01% | -22.2% |
| Q2 2020 | $695,000 | +16.6% | 24,517 | -0.6% | 0.02% | 0.0% |
| Q1 2020 | $596,000 | -31.6% | 24,653 | +7.7% | 0.02% | -18.2% |
| Q4 2019 | $871,000 | +53.1% | 22,898 | +46.0% | 0.02% | +37.5% |
| Q3 2019 | $569,000 | +74.5% | 15,679 | +73.8% | 0.02% | +77.8% |
| Q2 2019 | $326,000 | -0.3% | 9,019 | -1.2% | 0.01% | 0.0% |
| Q1 2019 | $327,000 | -12.6% | 9,132 | -22.8% | 0.01% | -25.0% |
| Q4 2018 | $374,000 | -14.2% | 11,823 | +0.0% | 0.01% | +9.1% |
| Q3 2018 | $436,000 | +2.3% | 11,821 | -0.7% | 0.01% | -8.3% |
| Q2 2018 | $426,000 | +4.4% | 11,905 | -0.4% | 0.01% | +20.0% |
| Q1 2018 | $408,000 | -12.6% | 11,958 | -9.6% | 0.01% | -16.7% |
| Q4 2017 | $467,000 | +9.1% | 13,231 | +208.8% | 0.01% | +9.1% |
| Q3 2017 | $428,000 | +36.3% | 4,285 | +33.3% | 0.01% | +22.2% |
| Q2 2017 | $314,000 | -22.7% | 3,214 | -22.8% | 0.01% | -18.2% |
| Q1 2017 | $406,000 | -23.3% | 4,165 | -36.7% | 0.01% | -31.2% |
| Q4 2015 | $529,000 | -2.8% | 6,576 | -6.1% | 0.02% | -5.9% |
| Q3 2015 | $544,000 | -1.1% | 7,001 | +5.2% | 0.02% | +13.3% |
| Q2 2015 | $550,000 | -6.1% | 6,654 | -2.2% | 0.02% | -6.2% |
| Q1 2015 | $586,000 | +15.6% | 6,805 | +12.4% | 0.02% | +6.7% |
| Q4 2014 | $507,000 | +4.5% | 6,054 | -2.3% | 0.02% | +7.1% |
| Q3 2014 | $485,000 | -6.6% | 6,197 | -2.6% | 0.01% | -12.5% |
| Q2 2014 | $519,000 | +18.0% | 6,360 | +11.3% | 0.02% | +23.1% |
| Q1 2014 | $440,000 | -31.4% | 5,715 | -33.4% | 0.01% | -38.1% |
| Q4 2013 | $641,000 | – | 8,586 | – | 0.02% | – |
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 Wealth, 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% |