WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 348 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,893,033 | +1.7% | 95,045 | +4.4% | 1.26% | +3.4% |
| Q2 2023 | $3,829,404 | +24.4% | 91,068 | +21.2% | 1.22% | +16.6% |
| Q1 2023 | $3,079,261 | +0.6% | 75,141 | +1.0% | 1.05% | -4.8% |
| Q4 2022 | $3,061,136 | +17.6% | 74,408 | +7.7% | 1.10% | +6.8% |
| Q3 2022 | $2,602,000 | -0.2% | 69,075 | +3.2% | 1.03% | +2.1% |
| Q2 2022 | $2,608,000 | -12.5% | 66,902 | -0.3% | 1.01% | -3.1% |
| Q1 2022 | $2,981,000 | +14.3% | 67,122 | +14.3% | 1.04% | +14.9% |
| Q4 2021 | $2,608,000 | – | 58,747 | – | 0.91% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Noven Financial Group, Inc. | 208,021 | $18,618,000 | 12.53% |
| NewFocus Financial Group, LLC | 106,024 | $9,489,000 | 7.01% |
| TMD & ASSOCIATES, INC | 82,365 | $7,372,000 | 6.52% |
| Linscomb Wealth, Inc. | 683,101 | $61,138,000 | 6.16% |
| Live Your Vision, LLC | 97,483 | $8,725,000 | 3.98% |
| INSPIRION WEALTH ADVISORS, LLC | 62,439 | $5,588,000 | 3.65% |
| Cardan Capital Partners, LLC | 149,076 | $13,342,000 | 3.28% |
| New England Investment & Retirement Group, Inc. | 61,567 | $5,510,000 | 3.26% |
| Jacobus Wealth Management, Inc. | 115,848 | $10,368,000 | 3.16% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 36,620 | $3,278,000 | 3.00% |