WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 347 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $239,000 | 0.0% | 5,391 | 0.0% | 0.02% | -4.5% |
| Q4 2021 | $239,000 | +8.6% | 5,391 | +1.5% | 0.02% | -4.3% |
| Q3 2021 | $220,000 | -66.4% | 5,312 | -70.6% | 0.02% | -75.0% |
| Q3 2019 | $654,000 | 0.0% | 18,070 | 0.0% | 0.09% | -18.6% |
| Q2 2019 | $654,000 | +15.8% | 18,070 | +14.5% | 0.11% | +10.8% |
| Q1 2019 | $565,000 | +152.2% | 15,776 | +123.0% | 0.10% | +137.2% |
| Q4 2018 | $224,000 | – | 7,075 | – | 0.04% | – |
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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% |