WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 360 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $400,343 | -18.5% | 9,774 | -16.4% | 0.14% | -10.6% |
| Q2 2023 | $491,396 | -43.2% | 11,686 | -44.7% | 0.16% | +6.7% |
| Q1 2023 | $865,334 | +95.5% | 21,116 | +96.2% | 0.15% | -5.7% |
| Q4 2022 | $442,708 | +9.9% | 10,761 | +0.5% | 0.16% | +6.0% |
| Q3 2022 | $403,000 | -3.4% | 10,711 | +0.1% | 0.15% | 0.0% |
| Q2 2022 | $417,000 | -11.1% | 10,701 | +1.3% | 0.15% | +7.1% |
| Q1 2022 | $469,000 | -6.4% | 10,566 | -6.5% | 0.14% | 0.0% |
| Q4 2021 | $501,000 | +7.1% | 11,296 | 0.0% | 0.14% | -4.8% |
| Q3 2021 | $468,000 | -1.9% | 11,296 | -0.6% | 0.15% | +5.0% |
| Q2 2021 | $477,000 | +5.5% | 11,364 | +1.6% | 0.14% | -0.7% |
| Q1 2021 | $452,000 | +15.6% | 11,189 | -0.4% | 0.14% | +1.4% |
| Q4 2020 | $391,000 | – | 11,229 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 930,278 | $38,560,000 | 10.49% |
| JD Financial Services Inc. | 163,620 | $6,782,000 | 6.19% |
| Financial Insights, Inc. | 139,106 | $5,766,000 | 5.30% |
| Linscomb Wealth, Inc. | 2,420,622 | $100,335,000 | 5.17% |
| IAG Wealth Partners, LLC | 342,375 | $14,192,000 | 5.05% |
| Ten Capital Wealth Advisors, LLC | 253,327 | $10,500,000 | 4.91% |
| Private Wealth Strategies, L.L.C. | 258,403 | $10,704,000 | 2.68% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 122,035 | $5,058,000 | 2.55% |
| Concord Wealth Partners | 142,573 | $5,910,000 | 2.42% |
| JNBA Financial Advisors | 391,308 | $16,220,000 | 2.18% |