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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $296 | -99.8% | 7,232 | +65.0% | 0.02% | +228.6% |
| Q1 2021 | $189,000 | +21.9% | 4,383 | -1.3% | 0.01% | 0.0% |
| Q4 2020 | $155,000 | +14.8% | 4,439 | -4.8% | 0.01% | 0.0% |
| Q3 2020 | $135,000 | -30.8% | 4,665 | -32.2% | 0.01% | -36.4% |
| Q2 2020 | $195,000 | -31.3% | 6,885 | -41.4% | 0.01% | -47.6% |
| Q1 2020 | $284,000 | -50.8% | 11,753 | -22.5% | 0.02% | -52.3% |
| Q4 2019 | $577,000 | -2.5% | 15,169 | -7.0% | 0.04% | -10.2% |
| Q3 2019 | $592,000 | -47.3% | 16,303 | -48.1% | 0.05% | -60.8% |
| Q1 2019 | $1,123,000 | +11.7% | 31,385 | -1.2% | 0.12% | -12.0% |
| Q4 2018 | $1,005,000 | – | 31,772 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 909,035 | $25,762,000 | 10.81% |
| INSPIRION WEALTH ADVISORS, LLC | 648,063 | $18,366,000 | 7.21% |
| SVA Wealth Management, LLC | 2,062,295 | $58,445,000 | 6.24% |
| Linscomb Wealth, Inc. | 2,377,334 | $67,374,000 | 4.93% |
| Private Wealth Strategies, L.L.C. | 360,619 | $10,220,000 | 4.53% |
| IAG Wealth Partners, LLC | 303,526 | $8,602,000 | 4.17% |
| Financial Insights, Inc. | 109,536 | $4,325,000 | 3.84% |
| Paracle Advisors, LLC | 518,773 | $14,702,000 | 3.43% |
| CAPITAL WEALTH MANAGEMENT, LLC | 79,809 | $2,262,000 | 2.41% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 115,732 | $3,280,000 | 2.24% |