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 | $913,892 | -17.6% | 22,312 | -15.4% | 0.21% | -11.7% |
| Q2 2023 | $1,108,789 | -6.9% | 26,368 | -9.3% | 0.24% | -11.4% |
| Q1 2023 | $1,191,458 | +1.1% | 29,074 | +1.5% | 0.27% | -3.2% |
| Q4 2022 | $1,178,378 | +9.7% | 28,643 | +0.5% | 0.28% | +3.3% |
| Q3 2022 | $1,074,000 | -6.4% | 28,514 | -3.1% | 0.27% | -2.5% |
| Q2 2022 | $1,147,000 | -12.2% | 29,425 | +0.0% | 0.28% | +4.5% |
| Q1 2022 | $1,307,000 | -30.6% | 29,413 | -30.7% | 0.27% | -25.5% |
| Q4 2021 | $1,884,000 | +257.5% | 42,460 | +233.7% | 0.36% | +205.1% |
| Q3 2021 | $527,000 | – | 12,723 | – | 0.12% | – |
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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% |