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 | $41,779 | -2.6% | 1,020 | 0.0% | 0.02% | +5.9% |
| Q2 2023 | $42,891 | +2.6% | 1,020 | 0.0% | 0.02% | -19.0% |
| Q1 2023 | $41,800 | -0.4% | 1,020 | 0.0% | 0.02% | +10.5% |
| Q4 2022 | $41,963 | -75.5% | 1,020 | -77.5% | 0.02% | -78.2% |
| Q3 2022 | $171,000 | -7.6% | 4,531 | -4.7% | 0.09% | -7.4% |
| Q2 2022 | $185,000 | -21.9% | 4,753 | -10.9% | 0.09% | -10.5% |
| Q1 2022 | $237,000 | -71.0% | 5,333 | -71.1% | 0.10% | -68.1% |
| Q4 2021 | $817,000 | +6.9% | 18,424 | +0.0% | 0.33% | -7.8% |
| Q3 2021 | $764,000 | -5.2% | 18,419 | -4.2% | 0.36% | -2.7% |
| Q2 2021 | $806,000 | +250.4% | 19,226 | +260.5% | 0.37% | +224.8% |
| Q1 2021 | $230,000 | +21.7% | 5,333 | -1.8% | 0.11% | +5.6% |
| Q4 2020 | $189,000 | -67.8% | 5,433 | -72.8% | 0.11% | -69.5% |
| Q3 2020 | $587,000 | – | 19,990 | – | 0.35% | – |
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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% |