WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 334 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,147,448 | +2.1% | 76,842 | +4.8% | 0.37% | +1.6% |
| Q2 2023 | $3,083,511 | +27.8% | 73,330 | +24.5% | 0.37% | +30.2% |
| Q1 2023 | $2,413,489 | +23.8% | 58,894 | +24.3% | 0.28% | +6.0% |
| Q4 2022 | $1,949,428 | +11.1% | 47,385 | +1.8% | 0.26% | +4.3% |
| Q3 2022 | $1,754,000 | +10.0% | 46,556 | +13.8% | 0.25% | +4.5% |
| Q2 2022 | $1,594,000 | -8.5% | 40,904 | +4.2% | 0.24% | -4.3% |
| Q1 2022 | $1,743,000 | – | 39,246 | – | 0.25% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,037,876 | $39,097,000 | 9.47% |
| Melone Private Wealth, LLC | 224,141 | $8,860,000 | 7.74% |
| IAG Wealth Partners, LLC | 434,847 | $16,381,000 | 5.44% |
| Linscomb & Williams, Inc. | 2,283,773 | $86,030,000 | 5.22% |
| Marion Wealth Management | 168,414 | $6,344,000 | 3.26% |
| Concord Wealth Partners | 234,313 | $8,827,000 | 2.80% |
| Private Wealth Strategies, L.L.C. | 241,476 | $9,103,000 | 2.66% |
| Apeiron RIA LLC | 147,714 | $5,745,000 | 2.64% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 118,937 | $4,480,000 | 2.55% |
| Bickling Financial Services, Inc. | 93,904 | $3,538,000 | 2.38% |