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 | $213,382 | -2.2% | 5,210 | +0.4% | 0.06% | 0.0% |
| Q2 2023 | $218,109 | +1.1% | 5,187 | -1.4% | 0.06% | -6.7% |
| Q1 2023 | $215,673 | -0.0% | 5,263 | +0.4% | 0.06% | -7.7% |
| Q4 2022 | $215,758 | +7.9% | 5,244 | -1.3% | 0.06% | -1.5% |
| Q3 2022 | $200,000 | -3.8% | 5,312 | -0.4% | 0.07% | -2.9% |
| Q2 2022 | $208,000 | -15.1% | 5,336 | -3.2% | 0.07% | -9.3% |
| Q1 2022 | $245,000 | -7.9% | 5,511 | -8.2% | 0.08% | -7.4% |
| Q4 2021 | $266,000 | +7.3% | 6,002 | +0.5% | 0.08% | -8.0% |
| Q3 2021 | $248,000 | -2.4% | 5,972 | -1.3% | 0.09% | -6.4% |
| Q2 2021 | $254,000 | -7.3% | 6,048 | -10.7% | 0.09% | -20.3% |
| Q1 2021 | $274,000 | – | 6,775 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Melone Private Wealth, LLC | 314,888 | $12,897,820 | 9.22% |
| Financial Planning & Information Services, Inc. | 1,101,183 | $45,104,439 | 8.40% |
| Coulter & Justus Financial Services, LLC | 218,411 | $8,946,112 | 6.51% |
| INVENIO WEALTH PARTNERS LLC | 155,109 | $6,353,265 | 5.78% |
| IAG Wealth Partners, LLC | 489,615 | $20,054,653 | 5.59% |
| Linscomb & Williams, Inc. | 1,994,714 | $81,703,473 | 4.78% |
| Team Financial Group, LLC | 104,962 | $4,299,253 | 3.55% |
| Marion Wealth Management | 238,136 | $9,754,064 | 3.44% |
| Private Wealth Strategies, L.L.C. | 260,518 | $10,670,804 | 2.66% |
| Soltis Investment Advisors LLC | 440,067 | $18,025,147 | 2.32% |