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 | $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% | – |
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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 Wealth, 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% |