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 | $497 | -15.2% | 12,138 | -12.9% | 0.05% | -11.9% |
| Q2 2023 | $586 | -10.3% | 13,934 | -12.2% | 0.06% | -30.6% |
| Q4 2022 | $653 | -99.8% | 15,875 | +50.0% | 0.08% | +70.0% |
| Q3 2022 | $399,000 | +8.4% | 10,584 | +12.2% | 0.05% | +13.6% |
| Q2 2022 | $368,000 | +54.0% | 9,429 | +75.5% | 0.04% | +91.3% |
| Q1 2022 | $239,000 | -38.6% | 5,374 | -49.9% | 0.02% | -61.0% |
| Q2 2019 | $389,000 | +1.0% | 10,737 | -0.2% | 0.06% | -6.3% |
| Q1 2019 | $385,000 | +12.9% | 10,758 | -0.1% | 0.06% | -1.6% |
| Q4 2018 | $341,000 | -33.5% | 10,768 | -22.6% | 0.06% | -23.8% |
| Q3 2018 | $513,000 | +3.0% | 13,913 | 0.0% | 0.08% | -2.3% |
| Q2 2018 | $498,000 | – | 13,913 | – | 0.09% | – |
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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% |