WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 372 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,424,099 | -7.0% | 30,449 | -3.0% | 0.00% | 0.0% |
| Q1 2024 | $1,530,646 | +6.7% | 31,385 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $1,434,600 | +13.5% | 31,385 | +1.7% | 0.00% | 0.0% |
| Q3 2023 | $1,264,435 | -5.1% | 30,870 | -2.5% | 0.00% | 0.0% |
| Q2 2023 | $1,331,892 | +4.6% | 31,674 | +1.9% | 0.00% | 0.0% |
| Q1 2023 | $1,273,413 | +4.6% | 31,074 | +5.0% | 0.00% | 0.0% |
| Q4 2022 | $1,217,291 | +3.2% | 29,589 | -5.5% | 0.00% | -25.0% |
| Q3 2022 | $1,179,000 | -0.2% | 31,312 | +3.3% | 0.00% | 0.0% |
| Q2 2022 | $1,181,000 | -12.3% | 30,308 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,346,000 | – | 30,308 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Riverview Trust Co | 518,102 | $18,812,000 | 13.10% |
| Financial Planning & Information Services, Inc. | 703,027 | $25,527,000 | 10.81% |
| INSPIRION WEALTH ADVISORS, LLC | 610,291 | $22,160,000 | 9.71% |
| SVA Wealth Management, LLC | 1,843,626 | $66,942,000 | 6.57% |
| Linscomb Wealth, Inc. | 2,065,992 | $75,016,000 | 6.03% |
| Financial Insights, Inc. | 155,917 | $5,661,000 | 5.42% |
| Connecticut Wealth Management, LLC | 842,649 | $30,597,000 | 3.77% |
| HBW ADVISORY SERVICES LLC | 111,254 | $3,891,000 | 3.72% |
| CAPITAL WEALTH MANAGEMENT, LLC | 95,699 | $3,475,000 | 3.71% |
| Paracle Advisors, LLC | 403,329 | $14,644,000 | 3.55% |