WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 339 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,603 | -3.5% | 184 | +0.5% | 0.00% | 0.0% |
| Q1 2024 | $8,915 | +7.3% | 183 | +0.5% | 0.00% | 0.0% |
| Q4 2023 | $8,305 | +12.3% | 182 | +1.1% | 0.00% | 0.0% |
| Q3 2023 | $7,394 | +1249.3% | 180 | +1284.6% | 0.00% | – |
| Q2 2023 | $548 | -100.0% | 13 | -100.0% | 0.00% | -100.0% |
| Q1 2023 | $1,313,296 | -11.9% | 32,047 | -11.6% | 0.17% | -15.5% |
| Q4 2022 | $1,491,435 | +0.5% | 36,253 | -8.0% | 0.21% | -12.0% |
| Q3 2022 | $1,484,000 | -3.6% | 39,386 | -0.2% | 0.23% | +0.4% |
| Q2 2022 | $1,539,000 | -54.7% | 39,476 | -51.3% | 0.23% | -49.7% |
| Q2 2021 | $3,400,000 | – | 81,055 | – | 0.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Melone Private Wealth, LLC | 278,771 | $11,217,760 | 8.56% |
| Financial Planning & Information Services, Inc. | 1,061,934 | $43,518,055 | 8.44% |
| IAG Wealth Partners, LLC | 478,109 | $19,592,904 | 5.44% |
| Linscomb Wealth, Inc. | 2,221,474 | $91,036,015 | 4.77% |
| Marion Wealth Management | 222,218 | $9,106,513 | 3.40% |
| RiverTree Advisors, LLC | 95,299 | $3,905,353 | 2.81% |
| Private Wealth Strategies, L.L.C. | 249,919 | $10,241,945 | 2.59% |
| DB Wealth Management Group, LLC | 98,672 | $4,043,570 | 2.55% |
| WEST BANCORPORATION INC | 78,693 | $3,224,839 | 2.46% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 115,486 | $4,733 | 2.29% |