WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 394 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $25,702 | – | 527 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Melone Private Wealth, LLC | 278,771 | $11,217,760 | 8.56% |
Financial Planning & Information Services, Inc. | 1,061,934 | $43,518,055 | 8.44% |
IAG Wealth Partners, LLC | 478,109 | $19,592,904 | 5.44% |
Linscomb Wealth, Inc. | 2,221,474 | $91,036,015 | 4.77% |
Marion Wealth Management | 222,218 | $9,106,513 | 3.40% |
RiverTree Advisors, LLC | 95,299 | $3,905,353 | 2.81% |
Private Wealth Strategies, L.L.C. | 249,919 | $10,241,945 | 2.59% |
DB Wealth Management Group, LLC | 98,672 | $4,043,570 | 2.55% |
WEST BANCORPORATION INC | 78,693 | $3,224,839 | 2.46% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 115,486 | $4,733 | 2.29% |