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 | $811,172 | -4.0% | 19,804 | -1.5% | 0.09% | -2.3% |
| Q2 2023 | $845,205 | +6.3% | 20,100 | +3.6% | 0.09% | -6.4% |
| Q1 2023 | $794,766 | +3.7% | 19,394 | +4.1% | 0.09% | -2.1% |
| Q4 2022 | $766,191 | +12.3% | 18,624 | +2.9% | 0.10% | +12.9% |
| Q3 2022 | $682,000 | -1.4% | 18,104 | +2.0% | 0.08% | -4.5% |
| Q2 2022 | $692,000 | -10.5% | 17,744 | +2.0% | 0.09% | +8.5% |
| Q1 2022 | $773,000 | +39.8% | 17,399 | +39.5% | 0.08% | +39.0% |
| Q4 2021 | $553,000 | +55.3% | 12,469 | +45.1% | 0.06% | +40.5% |
| Q3 2021 | $356,000 | +8.2% | 8,594 | +9.5% | 0.04% | +7.7% |
| Q2 2021 | $329,000 | +14.6% | 7,849 | +10.6% | 0.04% | +2.6% |
| Q1 2021 | $287,000 | +31.7% | 7,094 | +13.4% | 0.04% | +22.6% |
| Q4 2020 | $218,000 | +183.1% | 6,254 | +136.1% | 0.03% | +158.3% |
| Q3 2020 | $77,000 | +57.1% | 2,649 | +54.4% | 0.01% | +50.0% |
| Q2 2020 | $49,000 | +2350.0% | 1,716 | +3077.8% | 0.01% | – |
| Q1 2018 | $2,000 | – | 54 | – | 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% |