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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $196,000 | -2.0% | 4,416 | -2.3% | 0.09% | -1.1% |
| Q4 2021 | $200,000 | +14.9% | 4,520 | +8.0% | 0.09% | +2.2% |
| Q3 2021 | $174,000 | +18.4% | 4,187 | +19.1% | 0.09% | +21.6% |
| Q2 2021 | $147,000 | +50.0% | 3,516 | +44.4% | 0.07% | +39.6% |
| Q1 2021 | $98,000 | +22.5% | 2,435 | +5.4% | 0.05% | +20.5% |
| Q4 2020 | $80,000 | +40.4% | 2,311 | +16.9% | 0.04% | +25.7% |
| Q3 2020 | $57,000 | -10.9% | 1,977 | -12.0% | 0.04% | -12.5% |
| Q2 2020 | $64,000 | +39.1% | 2,247 | +19.1% | 0.04% | +17.6% |
| Q1 2020 | $46,000 | -2.1% | 1,887 | +53.3% | 0.03% | -20.9% |
| Q4 2019 | $47,000 | – | 1,231 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,048,666 | $43,142,110 | 9.15% |
| Melone Private Wealth, LLC | 229,395 | $9,437,293 | 8.00% |
| IAG Wealth Partners, LLC | 466,556 | $19,194,105 | 5.66% |
| Linscomb & Williams, Inc. | 2,269,083 | $93,350,068 | 4.74% |
| Marion Wealth Management | 204,102 | $8,396,767 | 3.54% |
| RiverTree Advisors, LLC | 95,332 | $3,921,958 | 3.22% |
| Concord Wealth Partners | 230,481 | $9,481,988 | 2.85% |
| Private Wealth Strategies, L.L.C. | 248,166 | $10,209,361 | 2.72% |
| DB Wealth Management Group, LLC | 97,840 | $4,025,128 | 2.61% |
| Bickling Financial Services, Inc. | 99,589 | $4,097,085 | 2.56% |