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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,590,533 | -2.1% | 63,245 | +0.5% | 0.05% | +9.5% |
| Q2 2023 | $2,647,111 | -1.5% | 62,952 | -4.0% | 0.04% | -12.5% |
| Q1 2023 | $2,687,823 | -4.1% | 65,589 | -3.7% | 0.05% | -11.1% |
| Q4 2022 | $2,803,162 | +9.6% | 68,137 | +0.4% | 0.05% | -1.8% |
| Q3 2022 | $2,557,000 | -9.9% | 67,866 | -6.8% | 0.06% | -15.4% |
| Q2 2022 | $2,839,000 | +174.0% | 72,822 | +212.3% | 0.06% | +225.0% |
| Q1 2022 | $1,036,000 | – | 23,320 | – | 0.02% | – |
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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% |