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 | $50,545 | -82.0% | 1,234 | -81.9% | 0.00% | -100.0% |
| Q4 2022 | $280,205 | +937.8% | 6,811 | +1003.9% | 0.00% | – |
| Q1 2022 | $27,000 | -94.2% | 617 | -94.1% | 0.00% | -100.0% |
| Q4 2021 | $463,000 | +741.8% | 10,448 | +694.5% | 0.00% | +300.0% |
| Q3 2021 | $55,000 | -36.0% | 1,315 | -37.9% | 0.00% | 0.0% |
| Q1 2021 | $86,000 | +138.9% | 2,116 | +106.0% | 0.00% | 0.0% |
| Q4 2020 | $36,000 | -10.0% | 1,027 | -25.1% | 0.00% | 0.0% |
| Q3 2020 | $40,000 | – | 1,372 | – | 0.00% | – |
Download | ||||||
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% |