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 | $603,486 | -3.9% | 14,734 | -1.4% | 0.00% | – |
| Q2 2023 | $628,253 | +5.5% | 14,941 | +2.8% | 0.00% | – |
| Q1 2023 | $595,591 | +41.3% | 14,534 | +41.9% | 0.00% | – |
| Q4 2022 | $421,479 | +384.5% | 10,245 | +345.8% | 0.00% | – |
| Q3 2022 | $87,000 | -3.3% | 2,298 | 0.0% | 0.00% | – |
| Q2 2022 | $90,000 | -11.8% | 2,298 | 0.0% | 0.00% | – |
| Q1 2022 | $102,000 | +13.3% | 2,298 | +6.1% | 0.00% | – |
| Q3 2021 | $90,000 | -40.0% | 2,165 | -39.3% | 0.00% | – |
| Q2 2021 | $150,000 | +4.2% | 3,567 | 0.0% | 0.00% | – |
| Q1 2021 | $144,000 | +16.1% | 3,567 | -0.0% | 0.00% | – |
| Q4 2020 | $124,000 | +1.6% | 3,568 | -15.4% | 0.00% | – |
| Q3 2020 | $122,000 | -18.7% | 4,217 | -20.4% | 0.00% | – |
| Q2 2020 | $150,000 | +4.9% | 5,297 | -10.6% | 0.00% | – |
| Q1 2020 | $143,000 | -37.0% | 5,923 | -0.9% | 0.00% | – |
| Q4 2019 | $227,000 | -36.2% | 5,978 | -39.1% | 0.00% | – |
| Q3 2019 | $356,000 | -27.3% | 9,809 | -27.5% | 0.00% | – |
| Q2 2019 | $490,000 | +2.7% | 13,535 | +1.6% | 0.00% | – |
| Q1 2019 | $477,000 | +18.1% | 13,323 | +4.4% | 0.00% | – |
| Q4 2018 | $404,000 | -16.9% | 12,759 | -3.1% | 0.00% | – |
| Q3 2018 | $486,000 | +3.2% | 13,170 | +0.0% | 0.00% | – |
| Q2 2018 | $471,000 | +7.0% | 13,169 | +2.2% | 0.00% | – |
| Q1 2018 | $440,000 | +2.6% | 12,882 | +5.8% | 0.00% | – |
| Q4 2017 | $429,000 | +49.5% | 12,173 | +323.3% | 0.00% | – |
| Q3 2017 | $287,000 | +5.9% | 2,876 | +3.6% | 0.00% | – |
| Q2 2017 | $271,000 | -1.1% | 2,775 | -1.3% | 0.00% | – |
| Q1 2017 | $274,000 | -5.5% | 2,811 | -8.5% | 0.00% | – |
| Q4 2016 | $290,000 | +5.8% | 3,071 | +2.0% | 0.00% | – |
| Q3 2016 | $274,000 | +39.8% | 3,012 | +37.7% | 0.00% | – |
| Q2 2016 | $196,000 | +8.9% | 2,188 | +4.9% | 0.00% | – |
| Q1 2016 | $180,000 | +0.6% | 2,086 | -6.0% | 0.00% | – |
| Q4 2015 | $179,000 | +13.3% | 2,220 | +9.3% | 0.00% | – |
| Q3 2015 | $158,000 | -26.2% | 2,032 | -21.7% | 0.00% | – |
| Q2 2015 | $214,000 | +4.9% | 2,594 | +9.7% | 0.00% | – |
| Q1 2015 | $204,000 | +13.3% | 2,364 | +9.6% | 0.00% | – |
| Q4 2014 | $180,000 | +31.4% | 2,156 | +23.6% | 0.00% | – |
| Q3 2014 | $137,000 | -2.1% | 1,744 | +1.5% | 0.00% | – |
| Q2 2014 | $140,000 | +6.1% | 1,719 | 0.0% | 0.00% | – |
| Q1 2014 | $132,000 | +9.1% | 1,719 | +6.2% | 0.00% | – |
| Q4 2013 | $121,000 | +13.1% | 1,618 | +4.7% | 0.00% | – |
| Q3 2013 | $107,000 | +3.9% | 1,545 | -1.2% | 0.00% | – |
| Q2 2013 | $103,000 | – | 1,564 | – | 0.00% | – |
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% |