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 | $1,815,634 | -7.0% | 44,327 | -4.5% | 1.28% | -2.7% |
| Q2 2023 | $1,952,424 | +2.5% | 46,431 | -0.1% | 1.31% | +2.1% |
| Q1 2023 | $1,904,300 | -3.6% | 46,469 | -3.2% | 1.28% | -3.8% |
| Q4 2022 | $1,974,597 | +12.8% | 47,997 | +3.2% | 1.34% | +10.6% |
| Q3 2022 | $1,751,000 | -17.2% | 46,487 | -14.3% | 1.21% | -17.0% |
| Q2 2022 | $2,116,000 | -28.4% | 54,273 | -18.4% | 1.45% | -14.4% |
| Q1 2022 | $2,955,000 | +6.4% | 66,534 | +6.3% | 1.70% | +4.0% |
| Q4 2021 | $2,777,000 | – | 62,609 | – | 1.63% | – |
Download | ||||||
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% |