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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $328,612 | -10.2% | 7,815 | -12.4% | 0.04% | -32.7% |
| Q1 2023 | $365,762 | -65.0% | 8,925 | -66.7% | 0.06% | -80.5% |
| Q2 2022 | $1,046,000 | -12.1% | 26,842 | +0.2% | 0.28% | +48.4% |
| Q1 2022 | $1,190,000 | -22.7% | 26,792 | -27.9% | 0.19% | -33.3% |
| Q3 2021 | $1,540,000 | -11.0% | 37,150 | -9.9% | 0.28% | -18.1% |
| Q2 2021 | $1,730,000 | -56.9% | 41,240 | -58.4% | 0.35% | -69.4% |
| Q1 2021 | $4,011,000 | +10.2% | 99,223 | -5.1% | 1.14% | -3.0% |
| Q4 2020 | $3,639,000 | -28.2% | 104,539 | -41.5% | 1.17% | -44.0% |
| Q3 2020 | $5,067,000 | – | 178,796 | – | 2.09% | – |
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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% |