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 | $1,583,080 | +1.2% | 38,649 | +3.9% | 0.08% | +5.3% |
| Q2 2023 | $1,564,516 | -3.1% | 37,206 | -5.6% | 0.08% | -24.2% |
| Q1 2023 | $1,614,347 | -0.2% | 39,394 | +0.2% | 0.10% | -13.9% |
| Q4 2022 | $1,618,000 | +7.2% | 39,329 | -1.9% | 0.12% | -7.3% |
| Q3 2022 | $1,510,000 | -6.0% | 40,092 | -2.7% | 0.12% | -7.5% |
| Q2 2022 | $1,606,000 | -12.8% | 41,205 | -0.6% | 0.13% | +2.3% |
| Q1 2022 | $1,841,000 | +1.6% | 41,455 | +1.5% | 0.13% | -3.0% |
| Q4 2021 | $1,812,000 | – | 40,847 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,048,666 | $43,142,110 | 9.15% |
| Melone Private Wealth, LLC | 229,395 | $9,437,293 | 8.00% |
| IAG Wealth Partners, LLC | 466,556 | $19,194,105 | 5.66% |
| Linscomb & Williams, Inc. | 2,269,083 | $93,350,068 | 4.74% |
| Marion Wealth Management | 204,102 | $8,396,767 | 3.54% |
| RiverTree Advisors, LLC | 95,332 | $3,921,958 | 3.22% |
| Concord Wealth Partners | 230,481 | $9,481,988 | 2.85% |
| Private Wealth Strategies, L.L.C. | 248,166 | $10,209,361 | 2.72% |
| DB Wealth Management Group, LLC | 97,840 | $4,025,128 | 2.61% |
| Bickling Financial Services, Inc. | 99,589 | $4,097,085 | 2.56% |