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 | $993,485 | -3.9% | 24,255 | -1.3% | 0.27% | -1.5% |
| Q2 2023 | $1,033,799 | +0.9% | 24,585 | -1.7% | 0.27% | -8.1% |
| Q1 2023 | $1,024,623 | -1.3% | 25,003 | -1.0% | 0.30% | -7.2% |
| Q4 2022 | $1,038,538 | +8.4% | 25,244 | -0.8% | 0.32% | -2.1% |
| Q3 2022 | $958,000 | -5.1% | 25,444 | -1.9% | 0.33% | -2.7% |
| Q2 2022 | $1,010,000 | -10.7% | 25,930 | +1.8% | 0.34% | +6.7% |
| Q1 2022 | $1,131,000 | -50.1% | 25,470 | -57.3% | 0.32% | -63.5% |
| Q4 2019 | $2,268,000 | – | 59,645 | – | 0.86% | – |
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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% |