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. | 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% |