WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 334 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $109,000 | -3.5% | 2,898 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $113,000 | +9.7% | 2,898 | +25.0% | 0.00% | +50.0% |
| Q1 2022 | $103,000 | 0.0% | 2,319 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $103,000 | +1371.4% | 2,319 | +743.3% | 0.00% | – |
| Q1 2020 | $7,000 | -97.0% | 275 | -95.6% | 0.00% | -100.0% |
| Q4 2019 | $237,000 | -1.7% | 6,221 | -6.4% | 0.01% | -14.3% |
| Q3 2019 | $241,000 | -3.6% | 6,646 | -3.6% | 0.01% | 0.0% |
| Q2 2019 | $250,000 | +1.2% | 6,896 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $247,000 | +10.8% | 6,896 | -2.1% | 0.01% | 0.0% |
| Q4 2018 | $223,000 | +443.9% | 7,046 | +540.5% | 0.01% | +600.0% |
| Q3 2018 | $41,000 | -28.1% | 1,100 | -31.2% | 0.00% | -50.0% |
| Q2 2018 | $57,000 | +3.6% | 1,600 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $55,000 | -20.3% | 1,600 | -17.9% | 0.00% | 0.0% |
| Q4 2017 | $69,000 | -31.0% | 1,950 | +95.0% | 0.00% | -33.3% |
| Q3 2017 | $100,000 | – | 1,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 930,278 | $38,560,000 | 10.49% |
| JD Financial Services Inc. | 163,620 | $6,782,000 | 6.19% |
| Financial Insights, Inc. | 139,106 | $5,766,000 | 5.30% |
| Linscomb Wealth, Inc. | 2,420,622 | $100,335,000 | 5.17% |
| IAG Wealth Partners, LLC | 342,375 | $14,192,000 | 5.05% |
| Ten Capital Wealth Advisors, LLC | 253,327 | $10,500,000 | 4.91% |
| Private Wealth Strategies, L.L.C. | 258,403 | $10,704,000 | 2.68% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 122,035 | $5,058,000 | 2.55% |
| Concord Wealth Partners | 142,573 | $5,910,000 | 2.42% |
| JNBA Financial Advisors | 391,308 | $16,220,000 | 2.18% |