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 | $1,901,149 | -5.8% | 46,415 | -3.3% | 1.29% | -3.4% |
| Q2 2023 | $2,018,521 | +7.6% | 48,003 | +4.8% | 1.34% | +2.1% |
| Q1 2023 | $1,876,316 | +7.4% | 45,786 | +7.9% | 1.31% | +1.9% |
| Q4 2022 | $1,746,223 | +12.6% | 42,446 | +3.1% | 1.29% | +4.0% |
| Q3 2022 | $1,551,000 | -1.3% | 41,178 | +2.1% | 1.24% | +2.4% |
| Q2 2022 | $1,571,000 | -5.8% | 40,312 | +7.4% | 1.21% | +4.0% |
| Q1 2022 | $1,668,000 | -6.1% | 37,542 | -6.3% | 1.16% | -7.3% |
| Q4 2021 | $1,777,000 | – | 40,052 | – | 1.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Melone Private Wealth, LLC | 314,888 | $12,897,820 | 9.22% |
| Financial Planning & Information Services, Inc. | 1,101,183 | $45,104,439 | 8.40% |
| Coulter & Justus Financial Services, LLC | 218,411 | $8,946,112 | 6.51% |
| INVENIO WEALTH PARTNERS LLC | 155,109 | $6,353,265 | 5.78% |
| IAG Wealth Partners, LLC | 489,615 | $20,054,653 | 5.59% |
| Linscomb Wealth, Inc. | 1,994,714 | $81,703,473 | 4.78% |
| Team Financial Group, LLC | 104,962 | $4,299,253 | 3.55% |
| Marion Wealth Management | 238,136 | $9,754,064 | 3.44% |
| Private Wealth Strategies, L.L.C. | 260,518 | $10,670,804 | 2.66% |
| Soltis Investment Advisors LLC | 440,067 | $18,025,147 | 2.32% |