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 | $706,601 | -4.7% | 17,251 | -0.5% | 0.33% | -5.2% |
| Q2 2023 | $741,066 | +4.8% | 17,343 | +0.5% | 0.35% | 0.0% |
| Q1 2023 | $706,946 | -0.4% | 17,251 | 0.0% | 0.35% | -4.9% |
| Q4 2022 | $709,706 | +9.2% | 17,251 | 0.0% | 0.37% | -0.8% |
| Q3 2022 | $650,000 | -3.3% | 17,251 | 0.0% | 0.37% | +0.8% |
| Q2 2022 | $672,000 | -12.3% | 17,251 | 0.0% | 0.37% | -0.3% |
| Q1 2022 | $766,000 | +0.1% | 17,251 | 0.0% | 0.37% | +9.5% |
| Q4 2021 | $765,000 | +7.0% | 17,251 | 0.0% | 0.34% | +3.7% |
| Q3 2021 | $715,000 | -1.2% | 17,251 | 0.0% | 0.32% | +8.7% |
| Q2 2021 | $724,000 | +20.5% | 17,251 | 0.0% | 0.30% | +1.7% |
| Q4 2020 | $601,000 | +20.4% | 17,251 | 0.0% | 0.29% | -4.2% |
| Q3 2020 | $499,000 | +2.0% | 17,251 | 0.0% | 0.31% | -10.8% |
| Q2 2020 | $489,000 | +118.3% | 17,251 | +86.0% | 0.34% | +68.1% |
| Q1 2020 | $224,000 | – | 9,273 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 909,035 | $25,762,000 | 10.81% |
| INSPIRION WEALTH ADVISORS, LLC | 648,063 | $18,366,000 | 7.21% |
| SVA Wealth Management, LLC | 2,062,295 | $58,445,000 | 6.24% |
| Linscomb Wealth, Inc. | 2,377,334 | $67,374,000 | 4.93% |
| Private Wealth Strategies, L.L.C. | 360,619 | $10,220,000 | 4.53% |
| IAG Wealth Partners, LLC | 303,526 | $8,602,000 | 4.17% |
| Financial Insights, Inc. | 109,536 | $4,325,000 | 3.84% |
| Paracle Advisors, LLC | 518,773 | $14,702,000 | 3.43% |
| CAPITAL WEALTH MANAGEMENT, LLC | 79,809 | $2,262,000 | 2.41% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 115,732 | $3,280,000 | 2.24% |