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 | $529,281 | -3.1% | 12,922 | -0.5% | 0.22% | +0.9% |
Q2 2023 | $546,118 | +2.6% | 12,987 | +0.0% | 0.22% | -3.9% |
Q1 2023 | $532,112 | -0.4% | 12,985 | +0.0% | 0.23% | -6.1% |
Q4 2022 | $534,107 | +8.5% | 12,983 | -0.7% | 0.25% | -2.8% |
Q3 2022 | $492,312 | -5.0% | 13,069 | -1.7% | 0.25% | -1.9% |
Q2 2022 | $518,134 | -15.4% | 13,292 | -3.6% | 0.26% | -1.9% |
Q1 2022 | $612,535 | +0.1% | 13,790 | +0.0% | 0.26% | +7.3% |
Q4 2021 | $611,663 | – | 13,789 | – | 0.25% | – |
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 & Williams, 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% |