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 | $53,248 | -2.6% | 1,300 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $54,665 | +2.6% | 1,300 | 0.0% | 0.02% | -4.3% |
| Q1 2023 | $53,274 | +100417.0% | 1,300 | 0.0% | 0.02% | -4.2% |
| Q4 2022 | $53 | -99.9% | 1,300 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $49,000 | -3.9% | 1,300 | 0.0% | 0.02% | +4.3% |
| Q2 2022 | $51,000 | -12.1% | 1,300 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $58,000 | 0.0% | 1,300 | 0.0% | 0.02% | -4.2% |
| Q4 2021 | $58,000 | +7.4% | 1,300 | 0.0% | 0.02% | +4.3% |
| Q3 2021 | $54,000 | -1.8% | 1,300 | 0.0% | 0.02% | -4.2% |
| Q2 2021 | $55,000 | +3.8% | 1,300 | 0.0% | 0.02% | -7.7% |
| Q1 2021 | $53,000 | +17.8% | 1,300 | 0.0% | 0.03% | +13.0% |
| Q4 2020 | $45,000 | +18.4% | 1,300 | 0.0% | 0.02% | +4.5% |
| Q3 2020 | $38,000 | +2.7% | 1,300 | 0.0% | 0.02% | -8.3% |
| Q2 2020 | $37,000 | -17.8% | 1,300 | -30.5% | 0.02% | -31.4% |
| Q1 2020 | $45,000 | -36.6% | 1,870 | 0.0% | 0.04% | -23.9% |
| Q4 2019 | $71,000 | +4.4% | 1,870 | 0.0% | 0.05% | -4.2% |
| Q3 2019 | $68,000 | – | 1,870 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 909,035 | $25,762,000 | 10.81% |
| INSPIRION WEALTH ADVISORS, LLC | 648,063 | $18,366,000 | 7.21% |
| SVA Wealth Management, LLC | 2,062,295 | $58,445,000 | 6.24% |
| Linscomb Wealth, Inc. | 2,377,334 | $67,374,000 | 4.93% |
| Private Wealth Strategies, L.L.C. | 360,619 | $10,220,000 | 4.53% |
| IAG Wealth Partners, LLC | 303,526 | $8,602,000 | 4.17% |
| Financial Insights, Inc. | 109,536 | $4,325,000 | 3.84% |
| Paracle Advisors, LLC | 518,773 | $14,702,000 | 3.43% |
| CAPITAL WEALTH MANAGEMENT, LLC | 79,809 | $2,262,000 | 2.41% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 115,732 | $3,280,000 | 2.24% |