WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 334 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $342,736 | -5.8% | 8,568 | -0.9% | 0.16% | 0.0% |
| Q2 2023 | $363,734 | +1.2% | 8,650 | -1.3% | 0.16% | -1.9% |
| Q1 2023 | $359,372 | -9.3% | 8,765 | -1.2% | 0.16% | -10.0% |
| Q4 2022 | $396,363 | +11.3% | 8,875 | -3.3% | 0.18% | -1.1% |
| Q3 2022 | $356,000 | -6.6% | 9,179 | -2.4% | 0.18% | 0.0% |
| Q2 2022 | $381,000 | -41.4% | 9,409 | -36.9% | 0.18% | -37.9% |
| Q1 2022 | $650,000 | -4.4% | 14,912 | -0.7% | 0.29% | +2.8% |
| Q4 2021 | $680,000 | +3.5% | 15,011 | -0.8% | 0.28% | +1.1% |
| Q3 2021 | $657,000 | – | 15,131 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 909,035 | $25,762,000 | 10.81% |
| INSPIRION WEALTH ADVISORS, LLC | 648,063 | $18,366,000 | 7.21% |
| SVA Wealth Management, LLC | 2,062,295 | $58,445,000 | 6.24% |
| Linscomb Wealth, Inc. | 2,377,334 | $67,374,000 | 4.93% |
| Private Wealth Strategies, L.L.C. | 360,619 | $10,220,000 | 4.53% |
| IAG Wealth Partners, LLC | 303,526 | $8,602,000 | 4.17% |
| Financial Insights, Inc. | 109,536 | $4,325,000 | 3.84% |
| Paracle Advisors, LLC | 518,773 | $14,702,000 | 3.43% |
| CAPITAL WEALTH MANAGEMENT, LLC | 79,809 | $2,262,000 | 2.41% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 115,732 | $3,280,000 | 2.24% |