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 | $281,211 | -3.3% | 6,865 | -0.8% | 0.00% | 0.0% |
Q2 2023 | $290,925 | -6.2% | 6,919 | -8.6% | 0.00% | 0.0% |
Q1 2023 | $310,234 | +9.2% | 7,570 | +9.6% | 0.00% | 0.0% |
Q4 2022 | $284,112 | +9.3% | 6,906 | +0.1% | 0.00% | 0.0% |
Q3 2022 | $260,000 | -3.3% | 6,896 | +0.1% | 0.00% | 0.0% |
Q2 2022 | $269,000 | -12.1% | 6,889 | +0.1% | 0.00% | 0.0% |
Q1 2022 | $306,000 | +0.3% | 6,881 | +0.0% | 0.00% | 0.0% |
Q4 2021 | $305,000 | -8.4% | 6,879 | -25.4% | 0.00% | -42.9% |
Q2 2019 | $333,000 | +3.1% | 9,220 | +2.1% | 0.01% | 0.0% |
Q1 2019 | $323,000 | +13.3% | 9,033 | +0.0% | 0.01% | 0.0% |
Q4 2018 | $285,000 | -14.2% | 9,030 | +0.1% | 0.01% | 0.0% |
Q3 2018 | $332,000 | +3.1% | 9,023 | +0.1% | 0.01% | -12.5% |
Q2 2018 | $322,000 | +5.2% | 9,017 | +0.5% | 0.01% | 0.0% |
Q1 2018 | $306,000 | -34.6% | 8,975 | -32.4% | 0.01% | -33.3% |
Q4 2017 | $468,000 | – | 13,277 | – | 0.01% | – |
Download |
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% |