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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $993,485 | -3.9% | 24,255 | -1.3% | 0.27% | -1.5% |
| Q2 2023 | $1,033,799 | +0.9% | 24,585 | -1.7% | 0.27% | -8.1% |
| Q1 2023 | $1,024,623 | -1.3% | 25,003 | -1.0% | 0.30% | -7.2% |
| Q4 2022 | $1,038,538 | +8.4% | 25,244 | -0.8% | 0.32% | -2.1% |
| Q3 2022 | $958,000 | -5.1% | 25,444 | -1.9% | 0.33% | -2.7% |
| Q2 2022 | $1,010,000 | -10.7% | 25,930 | +1.8% | 0.34% | +6.7% |
| Q1 2022 | $1,131,000 | -50.1% | 25,470 | -57.3% | 0.32% | -63.5% |
| Q4 2019 | $2,268,000 | – | 59,645 | – | 0.86% | – |
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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% |