WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 347 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $568,802 | +5.2% | 13,887 | +8.0% | 0.82% | +65.9% |
Q2 2023 | $540,468 | +4.6% | 12,853 | +2.0% | 0.50% | -12.5% |
Q1 2023 | $516,473 | +11.0% | 12,603 | +11.5% | 0.57% | -14.2% |
Q4 2022 | $465,136 | +21.1% | 11,306 | +10.8% | 0.66% | +11.5% |
Q3 2022 | $384,000 | -3.5% | 10,204 | +0.0% | 0.59% | +39.2% |
Q2 2022 | $398,000 | -12.1% | 10,202 | +0.0% | 0.43% | +6.0% |
Q1 2022 | $453,000 | +2.0% | 10,201 | +2.0% | 0.40% | +7.5% |
Q4 2021 | $444,000 | +7.0% | 10,000 | 0.0% | 0.37% | +29.0% |
Q3 2021 | $415,000 | -1.2% | 10,000 | 0.0% | 0.29% | -17.8% |
Q2 2021 | $420,000 | +4.0% | 10,000 | 0.0% | 0.35% | +12.8% |
Q1 2021 | $404,000 | +16.1% | 10,000 | 0.0% | 0.31% | -0.3% |
Q4 2020 | $348,000 | – | 10,000 | – | 0.31% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Planning & Information Services, Inc. | 1,037,876 | $39,097,000 | 9.47% |
Melone Private Wealth, LLC | 224,141 | $8,860,000 | 7.74% |
IAG Wealth Partners, LLC | 434,847 | $16,381,000 | 5.44% |
Linscomb & Williams, Inc. | 2,283,773 | $86,030,000 | 5.22% |
Marion Wealth Management | 168,414 | $6,344,000 | 3.26% |
Concord Wealth Partners | 234,313 | $8,827,000 | 2.80% |
Private Wealth Strategies, L.L.C. | 241,476 | $9,103,000 | 2.66% |
Apeiron RIA LLC | 147,714 | $5,745,000 | 2.64% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 118,937 | $4,480,000 | 2.55% |
Bickling Financial Services, Inc. | 93,904 | $3,538,000 | 2.38% |