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 | $2,265,621 | -1.1% | 55,313 | +1.6% | 0.22% | -33.6% |
| Q2 2023 | $2,290,253 | -2.5% | 54,465 | -4.9% | 0.33% | -4.7% |
| Q1 2023 | $2,347,949 | +0.6% | 57,295 | +1.0% | 0.34% | +0.9% |
| Q4 2022 | $2,333,461 | +12.7% | 56,720 | +3.1% | 0.34% | +0.6% |
| Q3 2022 | $2,071,000 | -3.9% | 54,990 | -0.6% | 0.34% | +2.7% |
| Q2 2022 | $2,156,000 | -12.6% | 55,331 | -0.4% | 0.33% | -0.3% |
| Q1 2022 | $2,466,000 | +6.3% | 55,528 | +6.2% | 0.33% | +10.7% |
| Q4 2021 | $2,319,000 | +5.9% | 52,287 | -1.0% | 0.30% | -2.0% |
| Q3 2021 | $2,190,000 | -1.0% | 52,825 | +0.1% | 0.30% | 0.0% |
| Q2 2021 | $2,213,000 | +1.5% | 52,751 | -2.2% | 0.30% | -2.9% |
| Q1 2021 | $2,180,000 | +6.5% | 53,935 | -8.3% | 0.31% | +0.6% |
| Q4 2020 | $2,046,000 | +20.4% | 58,800 | +0.1% | 0.31% | +9.9% |
| Q3 2020 | $1,699,000 | -23.0% | 58,728 | -24.6% | 0.28% | -28.0% |
| Q2 2020 | $2,207,000 | -7.8% | 77,886 | -21.4% | 0.39% | -19.6% |
| Q1 2020 | $2,393,000 | -34.5% | 99,069 | +3.2% | 0.49% | -15.0% |
| Q4 2019 | $3,653,000 | +8.2% | 96,037 | +3.3% | 0.58% | -2.7% |
| Q3 2019 | $3,377,000 | -22.6% | 92,994 | -22.9% | 0.59% | -24.3% |
| Q2 2019 | $4,365,000 | -13.7% | 120,579 | -14.7% | 0.78% | -15.2% |
| Q1 2019 | $5,058,000 | +73.3% | 141,317 | +53.1% | 0.92% | +95.1% |
| Q4 2018 | $2,919,000 | +1106.2% | 92,315 | +1307.2% | 0.47% | +1110.3% |
| Q3 2018 | $242,000 | – | 6,560 | – | 0.04% | – |
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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% |