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 | $357,958 | +2.0% | 8,739 | +4.7% | 0.16% | +5.8% |
| Q2 2023 | $351,003 | +3.4% | 8,347 | +1.1% | 0.16% | -6.1% |
| Q4 2022 | $339,622 | +1.1% | 8,255 | +0.6% | 0.16% | -1.8% |
| Q3 2022 | $336,000 | -2.9% | 8,204 | +0.3% | 0.17% | -4.0% |
| Q2 2022 | $346,000 | +0.9% | 8,176 | +0.3% | 0.18% | -5.9% |
| Q1 2022 | $343,000 | -5.0% | 8,150 | +0.2% | 0.19% | -4.1% |
| Q4 2021 | $361,000 | +2.8% | 8,134 | +0.2% | 0.19% | -0.5% |
| Q3 2021 | $351,000 | +6.7% | 8,116 | +3.2% | 0.20% | 0.0% |
| Q2 2021 | $329,000 | +2.5% | 7,864 | +1.0% | 0.20% | -11.0% |
| Q1 2021 | $321,000 | +5.6% | 7,783 | -3.0% | 0.22% | +1.9% |
| Q4 2020 | $304,000 | – | 8,026 | – | 0.22% | – |
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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% |