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 | $400,343 | -18.5% | 9,774 | -16.4% | 0.14% | -10.6% |
| Q2 2023 | $491,396 | -43.2% | 11,686 | -44.7% | 0.16% | +6.7% |
| Q1 2023 | $865,334 | +95.5% | 21,116 | +96.2% | 0.15% | -5.7% |
| Q4 2022 | $442,708 | +9.9% | 10,761 | +0.5% | 0.16% | +6.0% |
| Q3 2022 | $403,000 | -3.4% | 10,711 | +0.1% | 0.15% | 0.0% |
| Q2 2022 | $417,000 | -11.1% | 10,701 | +1.3% | 0.15% | +7.1% |
| Q1 2022 | $469,000 | -6.4% | 10,566 | -6.5% | 0.14% | 0.0% |
| Q4 2021 | $501,000 | +7.1% | 11,296 | 0.0% | 0.14% | -4.8% |
| Q3 2021 | $468,000 | -1.9% | 11,296 | -0.6% | 0.15% | +5.0% |
| Q2 2021 | $477,000 | +5.5% | 11,364 | +1.6% | 0.14% | -0.7% |
| Q1 2021 | $452,000 | +15.6% | 11,189 | -0.4% | 0.14% | +1.4% |
| Q4 2020 | $391,000 | – | 11,229 | – | 0.14% | – |
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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% |