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 | $798 | +22.2% | 19,476 | +25.4% | 0.16% | +29.4% |
| Q2 2023 | $653 | -82.8% | 15,525 | -83.2% | 0.13% | -83.5% |
| Q1 2023 | $3,787 | +91.4% | 92,410 | +92.1% | 0.76% | +51.5% |
| Q4 2022 | $1,979 | -99.9% | 48,100 | +9.0% | 0.50% | +1.6% |
| Q3 2022 | $1,662,000 | +3.3% | 44,126 | +6.9% | 0.50% | +9.0% |
| Q2 2022 | $1,609,000 | -16.5% | 41,277 | -4.8% | 0.46% | -9.3% |
| Q1 2022 | $1,926,000 | – | 43,364 | – | 0.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Noven Financial Group, Inc. | 208,021 | $18,618,000 | 12.53% |
| NewFocus Financial Group, LLC | 106,024 | $9,489,000 | 7.01% |
| TMD & ASSOCIATES, INC | 82,365 | $7,372,000 | 6.52% |
| Linscomb Wealth, Inc. | 683,101 | $61,138,000 | 6.16% |
| Live Your Vision, LLC | 97,483 | $8,725,000 | 3.98% |
| INSPIRION WEALTH ADVISORS, LLC | 62,439 | $5,588,000 | 3.65% |
| Cardan Capital Partners, LLC | 149,076 | $13,342,000 | 3.28% |
| New England Investment & Retirement Group, Inc. | 61,567 | $5,510,000 | 3.26% |
| Jacobus Wealth Management, Inc. | 115,848 | $10,368,000 | 3.16% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 36,620 | $3,278,000 | 3.00% |