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 | $883,384 | -4.2% | 21,567 | -1.7% | 0.35% | -8.8% |
Q2 2023 | $922,325 | +2.8% | 21,934 | +0.2% | 0.39% | +5.2% |
Q1 2023 | $896,806 | -4.3% | 21,884 | -3.9% | 0.37% | -1.9% |
Q4 2022 | $936,634 | +9.2% | 22,767 | 0.0% | 0.38% | -20.7% |
Q3 2022 | $857,633 | -11.7% | 22,767 | -8.7% | 0.47% | -12.6% |
Q2 2022 | $971,771 | -11.8% | 24,930 | +0.5% | 0.54% | +11.1% |
Q1 2022 | $1,101,838 | +3.9% | 24,805 | +3.8% | 0.49% | +21.1% |
Q4 2021 | $1,060,248 | – | 23,901 | – | 0.40% | – |
Download |
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 & Williams, 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% |