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% | – |
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% |