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 | $531 | +0.2% | 12,954 | +2.7% | 0.00% | 0.0% |
| Q2 2023 | $530 | +2.3% | 12,611 | -0.2% | 0.00% | 0.0% |
| Q1 2023 | $518 | +3.8% | 12,637 | +4.1% | 0.00% | 0.0% |
| Q4 2022 | $499 | -99.9% | 12,141 | +5.5% | 0.00% | 0.0% |
| Q3 2022 | $449,000 | 0.0% | 11,508 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $449,000 | +7.9% | 11,508 | +22.8% | 0.00% | +100.0% |
| Q1 2022 | $416,000 | +88.2% | 9,372 | +88.5% | 0.00% | 0.0% |
| Q4 2021 | $221,000 | – | 4,971 | – | 0.00% | – |
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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% |