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 | $138,739,126 | -3.0% | 3,387,185 | -0.4% | 0.01% | 0.0% |
| Q2 2023 | $143,044,272 | +2.8% | 3,401,766 | +0.2% | 0.01% | -6.7% |
| Q1 2023 | $139,174,011 | -2.0% | 3,396,144 | -1.6% | 0.02% | -6.2% |
| Q4 2022 | $141,954,171 | +8.8% | 3,450,514 | -0.3% | 0.02% | -11.1% |
| Q3 2022 | $130,428,000 | -5.6% | 3,462,370 | -2.3% | 0.02% | 0.0% |
| Q2 2022 | $138,159,000 | -13.0% | 3,544,370 | -0.8% | 0.02% | -14.3% |
| Q1 2022 | $158,790,000 | +4.2% | 3,574,730 | +4.0% | 0.02% | +10.5% |
| Q4 2021 | $152,455,000 | +10.9% | 3,436,761 | +3.7% | 0.02% | 0.0% |
| Q3 2021 | $137,418,000 | -1.2% | 3,315,272 | -0.1% | 0.02% | +5.6% |
| Q2 2021 | $139,151,000 | -0.8% | 3,317,060 | -4.4% | 0.02% | -14.3% |
| Q1 2021 | $140,319,000 | +11.4% | 3,471,518 | -4.1% | 0.02% | +10.5% |
| Q4 2020 | $125,959,000 | +17.6% | 3,618,462 | -2.3% | 0.02% | -9.5% |
| Q3 2020 | $107,130,000 | -11.0% | 3,704,342 | -12.8% | 0.02% | -22.2% |
| Q2 2020 | $120,401,000 | +10.6% | 4,248,433 | -5.7% | 0.03% | -10.0% |
| Q1 2020 | $108,859,000 | -39.0% | 4,505,773 | -4.0% | 0.03% | -28.6% |
| Q4 2019 | $178,527,000 | +7.1% | 4,693,133 | +2.3% | 0.04% | -4.5% |
| Q3 2019 | $166,616,000 | -2.6% | 4,588,695 | -2.9% | 0.04% | -4.3% |
| Q2 2019 | $171,135,000 | +3.0% | 4,727,475 | +1.8% | 0.05% | -2.1% |
| Q1 2019 | $166,224,000 | +24.6% | 4,644,412 | +10.1% | 0.05% | +17.5% |
| Q4 2018 | $133,413,000 | -8.5% | 4,217,945 | +6.7% | 0.04% | +11.1% |
| Q3 2018 | $145,728,000 | +10.1% | 3,951,438 | +6.9% | 0.04% | 0.0% |
| Q2 2018 | $132,379,000 | -3.4% | 3,697,761 | -8.0% | 0.04% | -5.3% |
| Q1 2018 | $137,088,000 | -16.4% | 4,017,812 | -13.6% | 0.04% | -15.6% |
| Q4 2017 | $163,991,000 | +7.5% | 4,648,266 | +204.4% | 0.04% | -2.2% |
| Q3 2017 | $152,601,000 | -3.2% | 1,526,778 | -5.4% | 0.05% | -4.2% |
| Q2 2017 | $157,706,000 | -47.8% | 1,613,363 | -48.0% | 0.05% | +4.3% |
| Q1 2017 | $302,394,000 | +4.0% | 3,100,524 | +0.6% | 0.05% | -4.2% |
| Q4 2016 | $290,764,000 | +135.0% | 3,080,782 | +126.3% | 0.05% | +14.3% |
| Q3 2016 | $123,747,000 | +19.9% | 1,361,656 | +18.1% | 0.04% | +13.5% |
| Q2 2016 | $103,171,000 | +15.5% | 1,152,744 | +11.1% | 0.04% | +8.8% |
| Q1 2016 | $89,342,000 | -5.1% | 1,037,536 | -11.2% | 0.03% | 0.0% |
| Q4 2015 | $94,115,000 | +3.7% | 1,168,987 | +0.0% | 0.03% | 0.0% |
| Q3 2015 | $90,767,000 | -10.8% | 1,168,772 | -5.1% | 0.03% | -2.9% |
| Q2 2015 | $101,771,000 | -12.3% | 1,231,351 | -8.7% | 0.04% | -18.6% |
| Q1 2015 | $116,046,000 | +16.5% | 1,348,126 | +13.4% | 0.04% | +19.4% |
| Q4 2014 | $99,578,000 | +5.5% | 1,189,133 | -1.3% | 0.04% | 0.0% |
| Q3 2014 | $94,349,000 | +26.1% | 1,205,350 | +31.5% | 0.04% | +24.1% |
| Q2 2014 | $74,827,000 | +15.4% | 916,325 | +8.9% | 0.03% | +7.4% |
| Q1 2014 | $64,844,000 | +11.8% | 841,476 | +8.2% | 0.03% | +8.0% |
| Q4 2013 | $58,025,000 | +19.3% | 777,682 | +11.1% | 0.02% | +8.7% |
| Q3 2013 | $48,650,000 | +35.7% | 699,792 | +28.0% | 0.02% | +27.8% |
| Q2 2013 | $35,840,000 | – | 546,675 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,048,666 | $43,142,110 | 9.15% |
| Melone Private Wealth, LLC | 229,395 | $9,437,293 | 8.00% |
| IAG Wealth Partners, LLC | 466,556 | $19,194,105 | 5.66% |
| Linscomb & Williams, Inc. | 2,269,083 | $93,350,068 | 4.74% |
| Marion Wealth Management | 204,102 | $8,396,767 | 3.54% |
| RiverTree Advisors, LLC | 95,332 | $3,921,958 | 3.22% |
| Concord Wealth Partners | 230,481 | $9,481,988 | 2.85% |
| Private Wealth Strategies, L.L.C. | 248,166 | $10,209,361 | 2.72% |
| DB Wealth Management Group, LLC | 97,840 | $4,025,128 | 2.61% |
| Bickling Financial Services, Inc. | 99,589 | $4,097,085 | 2.56% |