WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 358 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 1.14 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $893,537 | -1.9% | 21,815 | +0.7% | 0.10% | +8.7% |
| Q2 2023 | $911,090 | +8.7% | 21,667 | +5.9% | 0.09% | 0.0% |
| Q1 2023 | $838,082 | +1.5% | 20,451 | +1.9% | 0.09% | -8.9% |
| Q4 2022 | $825,721 | +17.3% | 20,071 | +7.3% | 0.10% | +9.8% |
| Q3 2022 | $704,000 | -2.8% | 18,701 | +0.6% | 0.09% | +3.4% |
| Q2 2022 | $724,000 | +116.1% | 18,581 | +146.3% | 0.09% | +117.1% |
| Q1 2022 | $335,000 | +6.0% | 7,544 | +5.9% | 0.04% | +7.9% |
| Q4 2021 | $316,000 | +37.4% | 7,124 | +28.6% | 0.04% | +26.7% |
| Q3 2021 | $230,000 | -15.1% | 5,541 | -14.3% | 0.03% | -18.9% |
| Q2 2021 | $271,000 | – | 6,466 | – | 0.04% | – |
Download | ||||||
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% |