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 | $50,545 | -82.0% | 1,234 | -81.9% | 0.00% | -100.0% |
| Q4 2022 | $280,205 | +937.8% | 6,811 | +1003.9% | 0.00% | – |
| Q1 2022 | $27,000 | -94.2% | 617 | -94.1% | 0.00% | -100.0% |
| Q4 2021 | $463,000 | +741.8% | 10,448 | +694.5% | 0.00% | +300.0% |
| Q3 2021 | $55,000 | -36.0% | 1,315 | -37.9% | 0.00% | 0.0% |
| Q1 2021 | $86,000 | +138.9% | 2,116 | +106.0% | 0.00% | 0.0% |
| Q4 2020 | $36,000 | -10.0% | 1,027 | -25.1% | 0.00% | 0.0% |
| Q3 2020 | $40,000 | – | 1,372 | – | 0.00% | – |
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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% |