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 | $967,260 | +2.6% | 23,615 | +5.4% | 0.66% | +5.9% |
| Q2 2023 | $942,378 | +1.5% | 22,411 | -1.1% | 0.62% | +0.6% |
| Q1 2023 | $928,347 | +0.8% | 22,654 | +1.2% | 0.62% | +27.2% |
| Q4 2022 | $921,265 | +29.0% | 22,393 | +18.2% | 0.49% | +1.9% |
| Q3 2022 | $714,000 | +1.4% | 18,951 | +4.9% | 0.48% | +5.8% |
| Q2 2022 | $704,000 | -9.0% | 18,070 | +3.7% | 0.45% | -6.0% |
| Q1 2022 | $774,000 | +11.7% | 17,424 | +11.5% | 0.48% | -13.2% |
| Q4 2021 | $693,000 | – | 15,620 | – | 0.55% | – |
Download | ||||||
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% |