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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $14,000 | -17.6% | 307 | -18.6% | 0.00% | -25.0% |
| Q4 2021 | $17,000 | -26.1% | 377 | -32.1% | 0.00% | -20.0% |
| Q3 2021 | $23,000 | 0.0% | 555 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $23,000 | +4.5% | 555 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $22,000 | -8.3% | 555 | -20.7% | 0.01% | +25.0% |
| Q4 2020 | $24,000 | +20.0% | 700 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $20,000 | 0.0% | 700 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $20,000 | +17.6% | 700 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $17,000 | -72.1% | 700 | -56.5% | 0.00% | -69.2% |
| Q4 2019 | $61,000 | +144.0% | 1,610 | +130.0% | 0.01% | +225.0% |
| Q3 2019 | $25,000 | 0.0% | 700 | 0.0% | 0.00% | -20.0% |
| Q1 2019 | $25,000 | +13.6% | 700 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $22,000 | -12.0% | 700 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $25,000 | – | 700 | – | 0.01% | – |
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% |