WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 358 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 1.14 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $504,422 | +21.7% | 12,315 | +24.9% | 0.01% | +16.7% |
| Q2 2023 | $414,529 | +11.3% | 9,858 | +8.5% | 0.01% | 0.0% |
| Q1 2023 | $372,385 | +12.9% | 9,087 | +13.3% | 0.01% | +20.0% |
| Q4 2022 | $329,943 | +18.3% | 8,020 | +8.3% | 0.01% | 0.0% |
| Q3 2022 | $279,000 | +9.4% | 7,408 | +13.1% | 0.01% | 0.0% |
| Q2 2022 | $255,000 | +131.8% | 6,550 | +165.6% | 0.01% | +150.0% |
| Q1 2022 | $110,000 | +0.9% | 2,466 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $109,000 | +6.9% | 2,466 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $102,000 | – | 2,466 | – | 0.00% | – |
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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% |