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 | $1,542 | -7.1% | 37,651 | -4.6% | 0.13% | -7.6% |
| Q2 2023 | $1,660 | -9.1% | 39,482 | -11.4% | 0.14% | -0.7% |
| Q1 2023 | $1,826 | -9.3% | 44,559 | -9.0% | 0.15% | -22.8% |
| Q4 2022 | $2,013 | -99.9% | 48,942 | +0.5% | 0.19% | +5.6% |
| Q3 2022 | $1,834,000 | -1.5% | 48,690 | +2.0% | 0.18% | -2.7% |
| Q2 2022 | $1,861,000 | -7.3% | 47,741 | +5.6% | 0.18% | +16.5% |
| Q1 2022 | $2,008,000 | +23.2% | 45,204 | +23.1% | 0.16% | +28.5% |
| Q4 2021 | $1,630,000 | +9.8% | 36,735 | +2.6% | 0.12% | -0.8% |
| Q3 2021 | $1,485,000 | +4.7% | 35,821 | +6.0% | 0.12% | +4.2% |
| Q2 2021 | $1,418,000 | +9.8% | 33,808 | +5.9% | 0.12% | -6.3% |
| Q1 2021 | $1,291,000 | +9.5% | 31,938 | -5.7% | 0.13% | +2.4% |
| Q4 2020 | $1,179,000 | +25.2% | 33,876 | +4.0% | 0.12% | -4.6% |
| Q3 2020 | $942,000 | +11.5% | 32,560 | +9.2% | 0.13% | +4.0% |
| Q2 2020 | $845,000 | +49.0% | 29,826 | +27.1% | 0.12% | +10.6% |
| Q1 2020 | $567,000 | -35.3% | 23,470 | +1.8% | 0.11% | -8.1% |
| Q4 2019 | $877,000 | +6.8% | 23,065 | +2.0% | 0.12% | -4.7% |
| Q3 2019 | $821,000 | -28.0% | 22,606 | -28.2% | 0.13% | -28.3% |
| Q2 2019 | $1,140,000 | -96.3% | 31,492 | +2752.5% | 0.18% | -0.6% |
| Q1 2019 | $30,839,000 | +106241.4% | 1,104 | +22.1% | 0.18% | -13.0% |
| Q4 2018 | $29,000 | -97.1% | 904 | +3248.1% | 0.21% | +14.9% |
| Q3 2018 | $1,000,000 | -20.6% | 27 | -99.9% | 0.18% | +4.0% |
| Q2 2018 | $1,259,000 | +41.5% | 35,181 | +34.8% | 0.17% | -16.7% |
| Q1 2018 | $890,000 | +7.9% | 26,091 | +11.5% | 0.21% | -2.3% |
| Q4 2017 | $825,000 | – | 23,392 | – | 0.21% | – |
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% |