WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 359 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.32 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,047,021 | +97388.0% | 25,562 | 0.0% | 0.05% | +2.2% |
| Q2 2023 | $1,074 | -17.4% | 25,562 | -19.4% | 0.04% | -19.6% |
| Q1 2023 | $1,300 | 0.0% | 31,728 | +0.4% | 0.06% | -3.4% |
| Q4 2022 | $1,300 | -99.9% | 31,603 | +29.7% | 0.06% | -6.5% |
| Q3 2022 | $918,000 | -23.7% | 24,372 | -21.0% | 0.06% | +17.0% |
| Q2 2022 | $1,203,000 | -11.0% | 30,868 | +1.4% | 0.05% | +3.9% |
| Q1 2022 | $1,352,000 | 0.0% | 30,447 | -0.1% | 0.05% | +4.1% |
| Q4 2021 | $1,352,000 | -1.4% | 30,475 | -7.9% | 0.05% | -7.5% |
| Q3 2021 | $1,371,000 | -3.1% | 33,088 | -1.9% | 0.05% | 0.0% |
| Q2 2021 | $1,415,000 | -4.6% | 33,720 | -8.2% | 0.05% | -10.2% |
| Q1 2021 | $1,484,000 | +39.7% | 36,734 | 0.0% | 0.06% | +20.4% |
| Q3 2020 | $1,062,000 | -0.6% | 36,734 | -2.5% | 0.05% | -7.5% |
| Q2 2020 | $1,068,000 | +23.2% | 37,674 | +4.9% | 0.05% | +6.0% |
| Q1 2020 | $867,000 | -36.5% | 35,899 | 0.0% | 0.05% | -19.4% |
| Q4 2019 | $1,366,000 | +3.5% | 35,899 | -1.2% | 0.06% | -6.1% |
| Q3 2019 | $1,320,000 | -7.0% | 36,349 | -7.3% | 0.07% | -4.3% |
| Q2 2019 | $1,419,000 | +8.7% | 39,197 | +7.5% | 0.07% | +6.2% |
| Q1 2019 | $1,305,000 | +14.0% | 36,462 | +0.7% | 0.06% | -4.4% |
| Q4 2018 | $1,145,000 | -10.3% | 36,214 | +4.7% | 0.07% | +7.9% |
| Q3 2018 | $1,276,000 | +19.5% | 34,604 | +16.0% | 0.06% | +14.5% |
| Q2 2018 | $1,068,000 | +27.1% | 29,831 | +21.1% | 0.06% | +27.9% |
| Q1 2018 | $840,000 | +11.9% | 24,634 | +15.8% | 0.04% | -15.7% |
| Q4 2017 | $751,000 | +37.8% | 21,269 | +290.0% | 0.05% | +82.1% |
| Q3 2017 | $545,000 | +9.4% | 5,453 | +7.0% | 0.03% | +3.7% |
| Q2 2017 | $498,000 | +16.4% | 5,096 | +16.2% | 0.03% | +12.5% |
| Q1 2017 | $428,000 | +23.7% | 4,386 | +19.7% | 0.02% | +20.0% |
| Q4 2016 | $346,000 | – | 3,663 | – | 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% |