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 | $880,149 | -3.8% | 21,488 | -1.3% | 0.56% | -6.1% |
| Q2 2023 | $915,156 | +2.3% | 21,764 | -0.0% | 0.59% | 0.0% |
| Q1 2023 | $894,232 | -0.2% | 21,773 | +0.0% | 0.59% | +1.0% |
| Q4 2022 | $895,596 | +9.2% | 21,769 | +0.0% | 0.59% | +11.2% |
| Q3 2022 | $820,000 | -3.3% | 21,762 | +0.0% | 0.53% | +1.5% |
| Q2 2022 | $848,000 | -12.2% | 21,757 | +0.0% | 0.52% | -0.8% |
| Q1 2022 | $966,000 | -3.8% | 21,752 | -3.9% | 0.52% | +1.4% |
| Q4 2021 | $1,004,000 | +6.8% | 22,635 | -0.2% | 0.52% | -2.5% |
| Q3 2021 | $940,000 | -1.4% | 22,672 | -0.2% | 0.53% | -4.9% |
| Q2 2021 | $953,000 | +1.8% | 22,710 | -1.9% | 0.56% | -4.5% |
| Q1 2021 | $936,000 | +7.6% | 23,160 | -7.3% | 0.58% | +2.3% |
| Q4 2020 | $870,000 | -56.6% | 24,983 | -64.0% | 0.57% | -59.2% |
| Q3 2020 | $2,005,000 | -7.8% | 69,345 | -9.7% | 1.40% | -9.8% |
| Q2 2020 | $2,175,000 | +14.4% | 76,759 | -2.5% | 1.55% | +13.0% |
| Q1 2020 | $1,902,000 | -36.5% | 78,729 | -0.0% | 1.37% | -28.4% |
| Q4 2019 | $2,996,000 | – | 78,758 | – | 1.91% | – |
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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% |