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 | $203,080 | -7.5% | 4,958 | -5.0% | 0.19% | -5.0% |
| Q2 2023 | $219,543 | -9.0% | 5,221 | -11.3% | 0.20% | -13.5% |
| Q1 2023 | $241,290 | -7.4% | 5,888 | -7.0% | 0.23% | -8.7% |
| Q4 2022 | $260,540 | +6.8% | 6,333 | -2.3% | 0.25% | -1.9% |
| Q3 2022 | $244,000 | -23.3% | 6,485 | -20.4% | 0.26% | -14.3% |
| Q2 2022 | $318,000 | – | 8,152 | – | 0.30% | – |
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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 Wealth, 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% |