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% | – |
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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% |