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 | $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% | – |
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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% |