WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 358 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 1.14 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $491,725 | -1.5% | 12,005 | +1.2% | 0.00% | – |
| Q2 2023 | $499,049 | +29.1% | 11,868 | +25.8% | 0.00% | – |
| Q1 2023 | $386,564 | -8.8% | 9,433 | -8.4% | 0.00% | – |
| Q4 2022 | $423,701 | +23.2% | 10,299 | +12.6% | 0.00% | – |
| Q3 2022 | $344,000 | -10.9% | 9,143 | -7.8% | 0.00% | – |
| Q2 2022 | $386,000 | -14.6% | 9,914 | -2.7% | 0.00% | – |
| Q1 2022 | $452,000 | -11.4% | 10,185 | -11.5% | 0.00% | – |
| Q4 2021 | $510,000 | -8.9% | 11,508 | -14.9% | 0.00% | – |
| Q3 2021 | $560,000 | -12.1% | 13,516 | -11.0% | 0.00% | – |
| Q2 2021 | $637,000 | -9.5% | 15,179 | -12.8% | 0.00% | – |
| Q1 2021 | $704,000 | +3.8% | 17,415 | -10.6% | 0.00% | – |
| Q4 2020 | $678,000 | +9.0% | 19,481 | -9.4% | 0.00% | – |
| Q3 2020 | $622,000 | -7.2% | 21,508 | -9.1% | 0.00% | – |
| Q2 2020 | $670,000 | +11.7% | 23,654 | -4.8% | 0.00% | – |
| Q1 2020 | $600,000 | -36.8% | 24,851 | -0.5% | 0.00% | – |
| Q4 2019 | $950,000 | +2.4% | 24,986 | -2.3% | 0.00% | – |
| Q3 2019 | $928,000 | -3.5% | 25,571 | -3.8% | 0.00% | – |
| Q2 2019 | $962,000 | -1.4% | 26,581 | -2.5% | 0.00% | – |
| Q1 2019 | $976,000 | +7.6% | 27,267 | -4.9% | 0.00% | – |
| Q4 2018 | $907,000 | -21.9% | 28,672 | -9.0% | 0.00% | – |
| Q3 2018 | $1,162,000 | -0.3% | 31,512 | -3.3% | 0.00% | – |
| Q2 2018 | $1,166,000 | -2.9% | 32,582 | -7.4% | 0.00% | – |
| Q1 2018 | $1,201,000 | -8.6% | 35,204 | -5.4% | 0.00% | – |
| Q4 2017 | $1,314,000 | +2.7% | 37,232 | +190.6% | 0.00% | – |
| Q3 2017 | $1,280,000 | +4.7% | 12,810 | +2.5% | 0.00% | – |
| Q2 2017 | $1,222,000 | +6.6% | 12,497 | +6.3% | 0.00% | – |
| Q1 2017 | $1,146,000 | +18.3% | 11,751 | +14.4% | 0.00% | – |
| Q4 2016 | $969,000 | +14.3% | 10,271 | +10.0% | 0.00% | – |
| Q3 2016 | $848,000 | +3.0% | 9,336 | +1.5% | 0.00% | – |
| Q2 2016 | $823,000 | -9.7% | 9,196 | -13.0% | 0.00% | – |
| Q1 2016 | $911,000 | -10.0% | 10,574 | -15.8% | 0.00% | – |
| Q4 2015 | $1,012,000 | -8.2% | 12,565 | -11.5% | 0.00% | – |
| Q3 2015 | $1,102,000 | -26.6% | 14,195 | -21.8% | 0.00% | -100.0% |
| Q2 2015 | $1,501,000 | -13.0% | 18,155 | -9.4% | 0.00% | 0.0% |
| Q1 2015 | $1,725,000 | -2.6% | 20,034 | -5.2% | 0.00% | 0.0% |
| Q4 2014 | $1,771,000 | +3.6% | 21,143 | -3.1% | 0.00% | 0.0% |
| Q3 2014 | $1,709,000 | +7.1% | 21,830 | +11.7% | 0.00% | 0.0% |
| Q2 2014 | $1,596,000 | +15.5% | 19,549 | +9.0% | 0.00% | 0.0% |
| Q1 2014 | $1,382,000 | +22.2% | 17,933 | +18.3% | 0.00% | – |
| Q4 2013 | $1,131,000 | +11.1% | 15,160 | +3.6% | 0.00% | – |
| Q3 2013 | $1,018,000 | +15.2% | 14,637 | +8.6% | 0.00% | – |
| Q2 2013 | $884,000 | – | 13,478 | – | 0.00% | – |
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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% |