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 | $41,636 | -1.9% | 1,017 | +0.7% | 0.01% | 0.0% |
Q2 2023 | $42,464 | +3.3% | 1,010 | +0.7% | 0.01% | 0.0% |
Q1 2023 | $41,100 | +0.1% | 1,003 | +0.5% | 0.01% | -9.1% |
Q4 2022 | $41,044 | +10.9% | 998 | +1.0% | 0.01% | 0.0% |
Q3 2022 | $37,000 | -2.6% | 988 | +0.8% | 0.01% | 0.0% |
Q2 2022 | $38,000 | -11.6% | 980 | +0.7% | 0.01% | +10.0% |
Q1 2022 | $43,000 | +2.4% | 973 | +0.6% | 0.01% | 0.0% |
Q4 2021 | $42,000 | +7.7% | 967 | +0.4% | 0.01% | 0.0% |
Q3 2021 | $39,000 | -2.5% | 963 | +0.5% | 0.01% | 0.0% |
Q2 2021 | $40,000 | +5.3% | 958 | +0.4% | 0.01% | -9.1% |
Q1 2021 | $38,000 | +5.6% | 954 | +0.1% | 0.01% | +10.0% |
Q4 2020 | $36,000 | – | 953 | – | 0.01% | – |
Download |
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 & Williams, 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% |