WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 359 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.32 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,670,804 | -0.9% | 260,518 | +1.8% | 2.66% | +2.9% |
Q2 2023 | $10,766,053 | +5.1% | 256,030 | +2.4% | 2.59% | -0.2% |
Q1 2023 | $10,241,945 | +0.3% | 249,919 | +0.7% | 2.59% | -4.8% |
Q4 2022 | $10,209,361 | +12.2% | 248,166 | +2.8% | 2.72% | +2.6% |
Q3 2022 | $9,103,000 | -3.8% | 241,476 | -0.7% | 2.66% | +0.8% |
Q2 2022 | $9,466,000 | -16.7% | 243,115 | -5.1% | 2.64% | -6.0% |
Q1 2022 | $11,365,000 | -4.2% | 256,156 | -4.3% | 2.80% | +2.5% |
Q4 2021 | $11,867,000 | +10.9% | 267,630 | +3.6% | 2.74% | +2.0% |
Q3 2021 | $10,704,000 | +3.0% | 258,403 | +4.3% | 2.68% | +0.1% |
Q2 2021 | $10,394,000 | +6.1% | 247,762 | +2.2% | 2.68% | -1.2% |
Q1 2021 | $9,792,000 | -35.6% | 242,408 | -44.5% | 2.71% | -41.1% |
Q4 2020 | $15,199,000 | +29.2% | 436,623 | +7.4% | 4.60% | +11.6% |
Q3 2020 | $11,764,000 | +15.1% | 406,676 | +12.8% | 4.12% | -8.9% |
Q2 2020 | $10,220,000 | +22.5% | 360,619 | +4.4% | 4.53% | +8.8% |
Q1 2020 | $8,341,000 | -34.2% | 345,501 | +3.8% | 4.16% | -17.7% |
Q4 2019 | $12,667,000 | – | 332,983 | – | 5.05% | – |
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 Wealth, 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% |