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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $13,875 | -16.4% | 339 | -16.1% | 0.01% | -30.0% |
| Q4 2022 | $16,604 | +10.7% | 404 | +3.1% | 0.01% | +11.1% |
| Q3 2022 | $15,000 | 0.0% | 392 | +1.8% | 0.01% | 0.0% |
| Q2 2022 | $15,000 | 0.0% | 385 | +17.7% | 0.01% | +28.6% |
| Q1 2022 | $15,000 | +7.1% | 327 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $14,000 | +7.7% | 327 | +0.9% | 0.01% | -12.5% |
| Q3 2021 | $13,000 | +160.0% | 324 | +197.2% | 0.01% | +166.7% |
| Q2 2021 | $5,000 | – | 109 | – | 0.00% | – |
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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% |