WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 6 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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. | 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% |