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 | $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 ↓ |
|---|---|---|---|
| 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 Wealth, 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% |