WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 366 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $294,000 | -3.0% | 7,964 | -5.8% | 0.02% | -10.5% |
| Q2 2018 | $303,000 | -35.5% | 8,452 | -38.6% | 0.02% | -38.7% |
| Q1 2018 | $470,000 | +4.2% | 13,762 | +7.7% | 0.03% | +6.9% |
| Q4 2017 | $451,000 | +13.6% | 12,779 | +221.6% | 0.03% | +7.4% |
| Q3 2017 | $397,000 | -7.9% | 3,973 | -10.0% | 0.03% | -10.0% |
| Q2 2017 | $431,000 | +104.3% | 4,414 | +104.0% | 0.03% | +100.0% |
| Q1 2017 | $211,000 | – | 2,164 | – | 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% |