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 | $5,295,022 | -3.4% | 129,273 | -0.8% | 0.55% | -5.1% |
Q2 2023 | $5,480,292 | +0.5% | 130,328 | -2.0% | 0.58% | -10.3% |
Q1 2023 | $5,450,832 | -0.9% | 133,012 | -0.5% | 0.65% | -6.7% |
Q4 2022 | $5,501,323 | +9.5% | 133,722 | +0.3% | 0.70% | -7.4% |
Q3 2022 | $5,023,000 | -5.3% | 133,338 | -2.0% | 0.75% | -8.2% |
Q2 2022 | $5,305,000 | -12.9% | 136,086 | -0.8% | 0.82% | -7.2% |
Q1 2022 | $6,094,000 | -0.5% | 137,182 | -0.7% | 0.88% | +2.0% |
Q4 2021 | $6,126,000 | +6.2% | 138,108 | -0.8% | 0.87% | -3.5% |
Q3 2021 | $5,771,000 | -1.7% | 139,229 | -0.5% | 0.90% | -2.5% |
Q2 2021 | $5,871,000 | +2.7% | 139,963 | -1.0% | 0.92% | -5.0% |
Q1 2021 | $5,714,000 | +11.0% | 141,371 | -4.4% | 0.97% | +1.6% |
Q4 2020 | $5,147,000 | +9.1% | 147,850 | -9.4% | 0.95% | -2.9% |
Q3 2020 | $4,717,000 | -11.0% | 163,117 | -12.8% | 0.98% | -14.0% |
Q2 2020 | $5,300,000 | -35.3% | 187,018 | -44.8% | 1.14% | -45.8% |
Q1 2020 | $8,188,000 | -26.0% | 338,909 | +16.5% | 2.11% | -4.0% |
Q4 2019 | $11,062,000 | -2.8% | 290,807 | -7.2% | 2.20% | -4.7% |
Q3 2019 | $11,383,000 | -1.7% | 313,488 | -2.0% | 2.30% | -1.6% |
Q2 2019 | $11,576,000 | +0.7% | 319,790 | -0.5% | 2.34% | -1.2% |
Q1 2019 | $11,500,000 | +12.4% | 321,316 | -0.7% | 2.37% | +0.2% |
Q4 2018 | $10,233,000 | – | 323,529 | – | 2.36% | – |
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% |