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 | $398,952 | -5.6% | 9,740 | -3.1% | 0.08% | -8.1% |
Q2 2023 | $422,773 | +8.0% | 10,054 | +5.2% | 0.09% | +6.2% |
Q1 2023 | $391,525 | +13.3% | 9,554 | +13.8% | 0.08% | +11.0% |
Q4 2022 | $345,453 | +31.9% | 8,397 | +20.5% | 0.07% | +10.6% |
Q3 2022 | $262,000 | -4.0% | 6,968 | -0.4% | 0.07% | +3.1% |
Q2 2022 | $273,000 | -4.5% | 6,996 | +8.8% | 0.06% | +14.3% |
Q1 2022 | $286,000 | 0.0% | 6,432 | -0.3% | 0.06% | +3.7% |
Q4 2021 | $286,000 | +8.3% | 6,451 | +1.2% | 0.05% | 0.0% |
Q3 2021 | $264,000 | -1.1% | 6,375 | 0.0% | 0.05% | -1.8% |
Q2 2021 | $267,000 | -4.3% | 6,375 | -7.7% | 0.06% | -8.3% |
Q1 2021 | $279,000 | +16.2% | 6,904 | 0.0% | 0.06% | +1.7% |
Q4 2020 | $240,000 | – | 6,904 | -22.6% | 0.06% | – |
Q3 2020 | $0 | -100.0% | 8,921 | -79.1% | 0.00% | -100.0% |
Q2 2020 | $1,207,000 | +28.8% | 42,603 | +9.9% | 0.36% | +5.9% |
Q1 2020 | $937,000 | -46.8% | 38,765 | -15.7% | 0.34% | -33.3% |
Q4 2019 | $1,762,000 | +84.9% | 45,958 | +75.0% | 0.50% | +32.9% |
Q3 2019 | $953,000 | – | 26,259 | – | 0.38% | – |
Download |
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% |