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 | $357,958 | +2.0% | 8,739 | +4.7% | 0.16% | +5.8% |
| Q2 2023 | $351,003 | +3.4% | 8,347 | +1.1% | 0.16% | -6.1% |
| Q4 2022 | $339,622 | +1.1% | 8,255 | +0.6% | 0.16% | -1.8% |
| Q3 2022 | $336,000 | -2.9% | 8,204 | +0.3% | 0.17% | -4.0% |
| Q2 2022 | $346,000 | +0.9% | 8,176 | +0.3% | 0.18% | -5.9% |
| Q1 2022 | $343,000 | -5.0% | 8,150 | +0.2% | 0.19% | -4.1% |
| Q4 2021 | $361,000 | +2.8% | 8,134 | +0.2% | 0.19% | -0.5% |
| Q3 2021 | $351,000 | +6.7% | 8,116 | +3.2% | 0.20% | 0.0% |
| Q2 2021 | $329,000 | +2.5% | 7,864 | +1.0% | 0.20% | -11.0% |
| Q1 2021 | $321,000 | +5.6% | 7,783 | -3.0% | 0.22% | +1.9% |
| Q4 2020 | $304,000 | – | 8,026 | – | 0.22% | – |
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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% |