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 | $1,244,446 | -3.3% | 30,382 | -0.7% | 0.43% | -1.4% |
| Q2 2023 | $1,287,189 | +1.1% | 30,611 | -1.5% | 0.43% | -13.4% |
| Q1 2023 | $1,273,759 | -4.3% | 31,082 | -4.0% | 0.50% | -2.3% |
| Q4 2022 | $1,331,386 | +11.8% | 32,362 | +2.3% | 0.51% | -12.3% |
| Q3 2022 | $1,191,280 | -4.8% | 31,624 | -1.5% | 0.58% | +2.5% |
| Q2 2022 | $1,251,450 | -13.1% | 32,105 | -1.0% | 0.57% | -4.7% |
| Q1 2022 | $1,440,308 | -0.4% | 32,425 | -0.6% | 0.60% | +1.0% |
| Q4 2021 | $1,446,522 | +6.5% | 32,609 | -0.5% | 0.59% | -4.8% |
| Q3 2021 | $1,358,007 | -2.2% | 32,763 | -1.0% | 0.62% | -4.9% |
| Q2 2021 | $1,388,436 | -3.7% | 33,097 | -7.2% | 0.66% | -19.9% |
| Q1 2021 | $1,441,177 | +15.4% | 35,655 | -0.6% | 0.82% | -2.9% |
| Q4 2020 | $1,248,635 | – | 35,870 | – | 0.84% | – |
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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 & 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% |