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 | $908,883 | -2.5% | 22,190 | +0.1% | 0.06% | 0.0% |
| Q2 2023 | $932,247 | +2.7% | 22,170 | +0.1% | 0.06% | -3.4% |
| Q1 2023 | $907,694 | +106.4% | 22,150 | +107.2% | 0.06% | +103.4% |
| Q4 2022 | $439,796 | +9.4% | 10,690 | +0.3% | 0.03% | +3.6% |
| Q3 2022 | $402,000 | +40.6% | 10,663 | +45.6% | 0.03% | +47.4% |
| Q2 2022 | $286,000 | -12.0% | 7,325 | +0.2% | 0.02% | +11.8% |
| Q1 2022 | $325,000 | +0.3% | 7,311 | +0.1% | 0.02% | +6.2% |
| Q4 2021 | $324,000 | +7.3% | 7,306 | +0.2% | 0.02% | 0.0% |
| Q3 2021 | $302,000 | -1.0% | 7,292 | +0.2% | 0.02% | 0.0% |
| Q2 2021 | $305,000 | +3.7% | 7,281 | +0.2% | 0.02% | -5.9% |
| Q1 2021 | $294,000 | +21.0% | 7,270 | +4.0% | 0.02% | +13.3% |
| Q4 2020 | $243,000 | – | 6,992 | – | 0.02% | – |
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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% |