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 | $277,522 | -12.9% | 6,775 | -10.6% | 0.09% | -11.3% |
| Q2 2023 | $318,590 | -11.7% | 7,576 | -13.9% | 0.11% | -19.1% |
| Q1 2023 | $360,643 | -24.9% | 8,800 | -30.9% | 0.13% | -42.3% |
| Q4 2022 | $479,933 | -0.0% | 12,740 | 0.0% | 0.23% | +0.4% |
| Q3 2022 | $480,000 | -11.9% | 12,740 | -7.7% | 0.23% | -23.4% |
| Q2 2022 | $545,000 | -11.1% | 13,799 | 0.0% | 0.30% | -3.3% |
| Q1 2022 | $613,000 | +0.2% | 13,799 | 0.0% | 0.30% | -0.7% |
| Q4 2021 | $612,000 | +7.0% | 13,799 | 0.0% | 0.31% | -5.2% |
| Q3 2021 | $572,000 | -1.0% | 13,799 | 0.0% | 0.32% | +0.3% |
| Q2 2021 | $578,000 | +3.6% | 13,799 | 0.0% | 0.32% | -12.2% |
| Q1 2021 | $558,000 | +16.2% | 13,799 | 0.0% | 0.37% | +3.1% |
| Q4 2020 | $480,000 | +20.3% | 13,799 | 0.0% | 0.36% | -12.7% |
| Q3 2020 | $399,000 | -3.4% | 13,799 | -6.4% | 0.41% | -13.7% |
| Q2 2020 | $413,000 | +13.5% | 14,748 | 0.0% | 0.47% | +27.1% |
| Q1 2020 | $364,000 | -35.1% | 14,748 | 0.0% | 0.37% | -29.1% |
| Q4 2019 | $561,000 | – | 14,748 | – | 0.53% | – |
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% |