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 | $1,112,272 | -6.5% | 27,155 | -4.0% | 0.11% | -23.2% |
| Q2 2023 | $1,189,773 | -2.1% | 28,294 | -4.6% | 0.14% | -4.8% |
| Q1 2023 | $1,214,938 | -6.5% | 29,647 | -6.2% | 0.14% | -15.7% |
| Q4 2022 | $1,299,628 | +14.8% | 31,590 | +5.1% | 0.17% | 0.0% |
| Q3 2022 | $1,132,000 | -21.3% | 30,044 | -18.6% | 0.17% | -19.6% |
| Q2 2022 | $1,438,000 | -15.2% | 36,899 | -3.4% | 0.21% | -3.6% |
| Q1 2022 | $1,696,000 | -1.8% | 38,190 | -1.9% | 0.22% | -3.1% |
| Q4 2021 | $1,727,000 | -61.6% | 38,927 | -64.2% | 0.23% | -64.7% |
| Q3 2021 | $4,501,000 | -10.7% | 108,589 | -9.7% | 0.65% | +5.7% |
| Q2 2021 | $5,042,000 | +5.3% | 120,194 | +1.5% | 0.61% | -22.2% |
| Q1 2021 | $4,788,000 | +17.5% | 118,472 | +1.2% | 0.79% | -7.7% |
| Q4 2020 | $4,074,000 | – | 117,055 | – | 0.86% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,037,876 | $39,097,000 | 9.47% |
| Melone Private Wealth, LLC | 224,141 | $8,860,000 | 7.74% |
| IAG Wealth Partners, LLC | 434,847 | $16,381,000 | 5.44% |
| Linscomb & Williams, Inc. | 2,283,773 | $86,030,000 | 5.22% |
| Marion Wealth Management | 168,414 | $6,344,000 | 3.26% |
| Concord Wealth Partners | 234,313 | $8,827,000 | 2.80% |
| Private Wealth Strategies, L.L.C. | 241,476 | $9,103,000 | 2.66% |
| Apeiron RIA LLC | 147,714 | $5,745,000 | 2.64% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 118,937 | $4,480,000 | 2.55% |
| Bickling Financial Services, Inc. | 93,904 | $3,538,000 | 2.38% |