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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,097,085 | +15.8% | 99,589 | +6.1% | 2.56% | +7.3% |
| Q3 2022 | $3,538,000 | -2.5% | 93,904 | +0.9% | 2.38% | +3.6% |
| Q2 2022 | $3,628,000 | -12.3% | 93,064 | -0.1% | 2.30% | +8.4% |
| Q1 2022 | $4,136,000 | +4.2% | 93,121 | +4.0% | 2.12% | +10.2% |
| Q4 2021 | $3,971,000 | +8.9% | 89,510 | +1.8% | 1.93% | +4.2% |
| Q3 2021 | $3,646,000 | +4.4% | 87,951 | +5.7% | 1.85% | +17.2% |
| Q2 2021 | $3,491,000 | +56.1% | 83,210 | +50.4% | 1.58% | +40.1% |
| Q1 2021 | $2,237,000 | +12.8% | 55,334 | -2.9% | 1.13% | -7.9% |
| Q4 2020 | $1,984,000 | – | 56,989 | – | 1.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 930,278 | $38,560,000 | 10.49% |
| JD Financial Services Inc. | 163,620 | $6,782,000 | 6.19% |
| Financial Insights, Inc. | 139,106 | $5,766,000 | 5.30% |
| Linscomb Wealth, Inc. | 2,420,622 | $100,335,000 | 5.17% |
| IAG Wealth Partners, LLC | 342,375 | $14,192,000 | 5.05% |
| Ten Capital Wealth Advisors, LLC | 253,327 | $10,500,000 | 4.91% |
| Private Wealth Strategies, L.L.C. | 258,403 | $10,704,000 | 2.68% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 122,035 | $5,058,000 | 2.55% |
| Concord Wealth Partners | 142,573 | $5,910,000 | 2.42% |
| JNBA Financial Advisors | 391,308 | $16,220,000 | 2.18% |