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 | $893,537 | -1.9% | 21,815 | +0.7% | 0.10% | +8.7% |
| Q2 2023 | $911,090 | +8.7% | 21,667 | +5.9% | 0.09% | 0.0% |
| Q1 2023 | $838,082 | +1.5% | 20,451 | +1.9% | 0.09% | -8.9% |
| Q4 2022 | $825,721 | +17.3% | 20,071 | +7.3% | 0.10% | +9.8% |
| Q3 2022 | $704,000 | -2.8% | 18,701 | +0.6% | 0.09% | +3.4% |
| Q2 2022 | $724,000 | +116.1% | 18,581 | +146.3% | 0.09% | +117.1% |
| Q1 2022 | $335,000 | +6.0% | 7,544 | +5.9% | 0.04% | +7.9% |
| Q4 2021 | $316,000 | +37.4% | 7,124 | +28.6% | 0.04% | +26.7% |
| Q3 2021 | $230,000 | -15.1% | 5,541 | -14.3% | 0.03% | -18.9% |
| Q2 2021 | $271,000 | – | 6,466 | – | 0.04% | – |
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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% |