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 | $62,259 | -2.6% | 1,520 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $63,916 | -27.4% | 1,520 | -29.2% | 0.00% | -33.3% |
| Q1 2023 | $88,025 | +109931.2% | 2,148 | +10.8% | 0.00% | -40.0% |
| Q4 2022 | $80 | -99.9% | 1,938 | 0.0% | 0.01% | +25.0% |
| Q3 2022 | $73,000 | -13.1% | 1,938 | -9.8% | 0.00% | +33.3% |
| Q2 2022 | $84,000 | -55.1% | 2,148 | -49.1% | 0.00% | -40.0% |
| Q1 2022 | $187,000 | -80.4% | 4,217 | -80.4% | 0.01% | -76.2% |
| Q4 2021 | $952,000 | +164.4% | 21,468 | +147.4% | 0.02% | +110.0% |
| Q3 2021 | $360,000 | -10.9% | 8,679 | -9.8% | 0.01% | -9.1% |
| Q2 2021 | $404,000 | -63.0% | 9,623 | -64.2% | 0.01% | -62.1% |
| Q1 2021 | $1,091,000 | – | 26,874 | – | 0.03% | – |
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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% |