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 | $74,138 | -2.6% | 1,810 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $76,111 | +2.6% | 1,810 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $74,174 | -0.4% | 1,810 | 0.0% | 0.01% | -18.2% |
| Q4 2022 | $74,463 | +9.5% | 1,810 | 0.0% | 0.01% | -31.2% |
| Q3 2022 | $68,000 | -4.2% | 1,810 | 0.0% | 0.02% | -11.1% |
| Q2 2022 | $71,000 | -11.2% | 1,810 | 0.0% | 0.02% | -10.0% |
| Q1 2022 | $80,000 | 0.0% | 1,810 | 0.0% | 0.02% | -9.1% |
| Q4 2021 | $80,000 | – | 1,810 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Riverview Trust Co | 547,820 | $20,840,000 | 14.02% |
| Financial Planning & Information Services, Inc. | 717,885 | $27,308,000 | 10.86% |
| INSPIRION WEALTH ADVISORS, LLC | 612,570 | $23,302,000 | 7.87% |
| Johanson Financial Advisors, Inc. | 5,517,541 | $145,046,000 | 6.89% |
| IAG Wealth Partners, LLC | 270,208 | $10,279,000 | 6.71% |
| SVA Wealth Management, LLC | 1,876,771 | $71,392,000 | 6.54% |
| Linscomb Wealth, Inc. | 2,082,123 | $79,204,000 | 5.17% |
| Financial Insights, Inc. | 154,120 | $5,863,000 | 5.14% |
| Private Wealth Strategies, L.L.C. | 332,983 | $12,667,000 | 5.05% |
| Apexium Financial, LP | 95,631 | $3,638,000 | 4.70% |