WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 359 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.32 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,127,050 | -6.2% | 76,344 | -3.7% | 2.21% | -1.2% |
| Q2 2023 | $3,333,051 | +3.4% | 79,264 | +0.7% | 2.24% | -8.8% |
| Q1 2023 | $3,224,839 | -4.7% | 78,693 | -4.3% | 2.46% | -2.2% |
| Q4 2022 | $3,383,930 | +38.5% | 82,254 | +26.8% | 2.51% | +38.5% |
| Q3 2022 | $2,444,000 | +14.5% | 64,884 | +18.5% | 1.81% | +20.7% |
| Q2 2022 | $2,134,000 | -10.0% | 54,757 | +2.6% | 1.50% | +2.2% |
| Q1 2022 | $2,370,000 | +53.4% | 53,363 | +53.2% | 1.47% | +21.1% |
| Q4 2021 | $1,545,000 | +62.5% | 34,832 | +5.9% | 1.21% | +9.0% |
| Q3 2020 | $951,000 | -3.4% | 32,901 | -5.2% | 1.11% | -2.7% |
| Q2 2020 | $984,000 | +5.1% | 34,704 | -10.4% | 1.14% | -11.9% |
| Q1 2020 | $936,000 | -31.4% | 38,735 | +8.0% | 1.30% | -5.0% |
| Q4 2019 | $1,365,000 | – | 35,877 | – | 1.37% | – |
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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% |