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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,427,622 | -9.1% | 205,753 | -6.7% | 1.79% | -10.3% |
| Q2 2023 | $9,271,352 | +21.4% | 220,484 | +18.3% | 2.00% | -7.8% |
| Q1 2023 | $7,636,336 | -19.5% | 186,343 | -19.2% | 2.17% | -24.0% |
| Q4 2022 | $9,481,988 | +7.4% | 230,481 | -1.6% | 2.85% | +1.8% |
| Q3 2022 | $8,827,000 | -3.9% | 234,313 | -0.6% | 2.80% | +11.0% |
| Q2 2022 | $9,189,000 | -17.9% | 235,748 | -6.5% | 2.52% | -12.9% |
| Q1 2022 | $11,199,000 | -3.8% | 252,115 | -4.0% | 2.90% | +1.7% |
| Q4 2021 | $11,645,000 | +97.0% | 262,515 | +84.1% | 2.85% | +17.7% |
| Q3 2021 | $5,910,000 | -50.8% | 142,573 | -50.2% | 2.42% | -29.7% |
| Q2 2021 | $12,009,000 | -34.6% | 286,266 | -37.0% | 3.44% | -44.4% |
| Q1 2021 | $18,365,000 | -58.3% | 454,361 | -64.1% | 6.19% | -81.8% |
| Q4 2020 | $44,050,000 | – | 1,265,449 | – | 33.97% | – |
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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% |