Capital Directions Investment Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 347 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Directions Investment Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$370,260
+9.2%
9,0000.14%
+6.2%
Q3 2022$339,000
-3.4%
0
-100.0%
0.13%
+11.1%
Q2 2022$351,000
-12.2%
9,0000.0%0.12%
-3.3%
Q1 2022$400,000
+0.3%
9,0000.0%0.12%
+5.2%
Q4 2021$399,0009,0000.12%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Melone Private Wealth, LLC 314,888$12,897,8209.22%
Financial Planning & Information Services, Inc. 1,101,183$45,104,4398.40%
Coulter & Justus Financial Services, LLC 218,411$8,946,1126.51%
INVENIO WEALTH PARTNERS LLC 155,109$6,353,2655.78%
IAG Wealth Partners, LLC 489,615$20,054,6535.59%
Linscomb & Williams, Inc. 1,994,714$81,703,4734.78%
Team Financial Group, LLC 104,962$4,299,2533.55%
Marion Wealth Management 238,136$9,754,0643.44%
Private Wealth Strategies, L.L.C. 260,518$10,670,8042.66%
Soltis Investment Advisors LLC 440,067$18,025,1472.32%
View complete list of WISDOMTREE TR shareholders