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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $164,000 | -12.3% | 4,216 | 0.0% | 0.12% | +1.8% |
| Q1 2022 | $187,000 | +6.9% | 4,216 | 0.0% | 0.11% | +9.6% |
| Q3 2021 | $175,000 | -1.1% | 4,216 | 0.0% | 0.10% | -1.9% |
| Q2 2021 | $177,000 | -2.7% | 4,216 | -6.2% | 0.11% | +30.9% |
| Q1 2021 | $182,000 | +7.1% | 4,496 | -7.9% | 0.08% | -31.9% |
| Q4 2020 | $170,000 | +23.2% | 4,880 | 0.0% | 0.12% | -4.0% |
| Q2 2020 | $138,000 | +16.9% | 4,880 | 0.0% | 0.12% | -5.3% |
| Q1 2020 | $118,000 | -45.9% | 4,880 | -14.8% | 0.13% | -33.8% |
| Q4 2019 | $218,000 | +20.4% | 5,725 | +14.6% | 0.20% | +6.5% |
| Q3 2019 | $181,000 | +9.0% | 4,995 | +8.6% | 0.19% | +6.9% |
| Q2 2019 | $166,000 | -95.8% | 4,598 | -96.9% | 0.17% | -41.2% |
| Q1 2019 | $3,981,000 | – | 146,018 | – | 0.30% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,037,876 | $39,097,000 | 9.47% |
| Melone Private Wealth, LLC | 224,141 | $8,860,000 | 7.74% |
| IAG Wealth Partners, LLC | 434,847 | $16,381,000 | 5.44% |
| Linscomb & Williams, Inc. | 2,283,773 | $86,030,000 | 5.22% |
| Marion Wealth Management | 168,414 | $6,344,000 | 3.26% |
| Concord Wealth Partners | 234,313 | $8,827,000 | 2.80% |
| Private Wealth Strategies, L.L.C. | 241,476 | $9,103,000 | 2.66% |
| Apeiron RIA LLC | 147,714 | $5,745,000 | 2.64% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 118,937 | $4,480,000 | 2.55% |
| Bickling Financial Services, Inc. | 93,904 | $3,538,000 | 2.38% |